Broker Check

Team

With 80+ years of combined financial service industry experience, Michael Matheson and his team are very well prepared to help you with your “Client First” Advice, Guidance and Direction process. 

Michael’s team consists of Financial Advisors, a Business Development Manager, Senior Client Service Managers and Administrative team members.  He believes in empowering his team to feel as strongly about the success of our clients as he does and that they each embrace the “Client First” philosophy.  This empowerment leads to providing the amazing service that we are very proud of! 

Meet the team:

 

Michael A. Matheson, CFP®, CRPC, CFS®, CDFA

CERTIFIED FINANCIAL PLANNERâ„¢ Professional/ Founder

763-416-8206

763-416-8239

MichaelM@M2financialgroup.com

Michael Matheson is an experienced CERTIFIED FINANCIAL PLANNERTM professional and founder of The Michael Matheson Group M2

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Susan Anderson, CFS®

Investment Adviser Representative

763-416-8210

763-416-8239

SusanA@M2financialgroup.com

Susan Anderson’s is an Financial Advisor with a mission to help clients pursue their financial goals. 

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Scott Robichaud

Investment Adviser Representative

763-416-8218

763-416-8239

ScottR@M2financialgroup.com

Scott Robichaud is a Senior Client Service Manager who provides ongoing service and support to clients that exceeds expectations. 

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Staci Murphy, FPQP™

Investment Adviser Representative

763-416-8215

763-416-8239

StaciM@M2financialgroup.com

Staci Murphy is a registered/licensed Investment Adviser Representative/Senior Client Service Manager who provides ongoing service and support to clients that exceeds expectations. 

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Marie L. Henrichs, CFS®

Investment Adviser Representative

763-416-8229

763-416-8239

MarieH@M2financialgroup.com

Marie Henrichs is a tireless 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...

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Shari Prusak

Front Office Associate

763-416-8207

ShariP@M2financialgroup.com

Shari Prusak is our Front Office Associate and is instrumental in making sure clients have a positive experience right when they enter our office! 

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Alyssa Conzet

Operations & Content Marketing Specialist

763-416-8223

AlyssaC@M2financialgroup.com

Alyssa Conzet is our Operations & Content Marketing Specialist who started her financial services career in February 2021 when she joined the Michael Matheson team. Alyssa prepares and corrects a variety of financial documents, keeps...

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Jenni Bock

Client Service Specialist

763-416-8208

JenniB@M2financialgroup.com

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...
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Jenny Nelson

Client Service Specialist

763-416-8221

JennyN@M2financialgroup.com

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...

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