How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Michael A. Matheson, CFP®, CRPC, CFS®, CDFA
CERTIFIED FINANCIAL PLANNER™ Professional/ Founder
763-416-8239
Michael Matheson is an experienced CERTIFIED FINANCIAL PLANNERTM professional and founder of The Michael Matheson Group M2.
Susan Anderson, CFS®
Investment Adviser Representative
763-416-8239
Susan Anderson’s is a Financial Advisor with a mission to help clients pursue their financial goals.
Scott Robichaud
Investment Adviser Representative
763-416-8239
Scott Robichaud is an Investment Adviser Representative who provides ongoing service and support to clients that exceeds expectations.
Staci Murphy, FPQP™
Investment Adviser Representative
763-416-8239
Staci Murphy is a registered/licensed Investment Adviser Representative who provides ongoing service and support to clients that exceeds expectations.
Marie L. Henrichs, CFP®, CFS®
CERTIFIED FINANCIAL PLANNER™ Professional
763-416-8239
Marie Henrichs is an advocate for M2 Financial Group clients and team members. Utilizing her 20+ years of experience in the financial planning industry, Marie Henrichs collaborates with her clients and their families to work...
Shari Prusak
Administrative Specialist
Shari Prusak is our Front Office Associate and is instrumental in making sure clients have a positive experience right when they enter our office!
Jenny Nelson
Client Service Specialist
Jenny Nelson is our Client Services Specialist who began her financial services career in September 2021 when she joined the M2 Team. She graduated with a bachelor’s degree in business management in 2017, and she came to us with...
Jenni Bock
Client Service Specialist
Jenni Bock is our Client Services Specialist at the M2 Financial Group. Jenni comes to us with a background in finance from her experience as a Business Support Specialist with Wells Fargo. Jenni Bock previously worked with Jenny...
Abby Jordan
Client Service Specialist
Abby Jordan is our Client Services Specialist at the M2 Financial Group. Abby started her career in the financial industry in December of 2021 and joined the M2 Financial Group in September of 2022. Abby assists with client account...