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!
CERTIFIED FINANCIAL PLANNER™ Professional/ Founder
Michael Matheson is an experienced CERTIFIED FINANCIAL PLANNERTM professional and founder of The Michael Matheson Group M2.
Investment Adviser Representative
Susan Anderson’s is a Financial Advisor with a mission to help clients pursue their financial goals.
Scott Robichaud is an Investment Adviser Representative who provides ongoing service and support to clients that exceeds expectations.
Staci Murphy is a registered/licensed Investment Adviser Representative who provides ongoing service and support to clients that exceeds expectations.
CERTIFIED FINANCIAL PLANNER™ Professional
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 is our Front Office Associate and is instrumental in making sure clients have a positive experience right when they enter our office!
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...