M2 FINANCIAL GROUP - Key Persons

Jenni Bock

Job Titles:
  • Client Service Specialist
  • Client Services 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 Nelson in the hospitality industry, which is how she came to join the M2 Financial Group in March of 2022. Jenni supports the M2 staff by creating reports to adhere to compliance regulations and assists in completing client requests. Jenni updates client records, processes and verifies the accuracy of financial transactions, and completes required account maintenance documents. Jenni lives in Maple Grove, Minnesota, and keeps busy with her three daughters and husband, Kyle. Outside of work, they enjoy camping, day trips to Duluth or various state parks, and enjoying the lake life that Minnesota has to offer.

Jenny Nelson

Job Titles:
  • Client Service Specialist
  • Client Services Specialist
Jenny Nelson is our Client Services Specialist who began her financial services career with M2 Financial Group in September 2021. She came to us with a background in the insurance and hospitality industries. Jenny is a part of our admin team and assists with onboarding new clients, client account updates and requests, and insurance quoting. She enjoys soaking in all she can learn from our advisor team as she hopes to someday have more of a client-facing role. Jenny graduated with a Bachelor of Science in Business Management, Summa Cum Laude, from Rasmussen College in 2017. She currently holds her Life, Health & Accident, Casualty, and Property insurance licenses and she recently passed her Series 7 and 66 securities registrations. Jenny was born and raised in Buffalo, MN, and spent her childhood summers at her parents fishing resort in Nestor Falls, Ontario Canada. In Canada, she enjoys swimming, cliff jumping, and anything outside. While she still spends as much time as possible at the resort, she now owns her own townhome in Ramsey. She keeps a busy social life with her friends and boyfriend, working on house projects or playing with her three cats. 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...

Marie L. Henrichs

Marie Henrichs is a dedicated 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 towards their goals. Through comprehensive financial planning and investment management, she helps clients utilize opportunities, decrease financial stress, and establish a path towards their goals. She believes that people deserve independent, objective, and valuable advice from a trusted partner. Her career in financial planning started while still in high school. She advanced in the field while simultaneously attending the University of Minnesota and completing her Bachelor of Arts degree. Working with many financial advisors, she learned that there are many approaches to financial planning. She recognized that communication, education, and active listening are fundamental to establishing long-lasting, successful relationships. The M2 Financial Group team environment embodies this philosophy, and she is thrilled to be partnered with colleagues that work together to serve their clients. Marie graduated from the University of Minnesota-Twin Cities with her Bachelor of Arts in Communication Studies. She obtained her Series 7, Series 63, and Series 65 securities registrations (held with LPL Financial). She has also obtained her Variable Life, Accident & Health, and Variable Annuities insurance license lines as well as her CFP® and CFS® designations. Marie and her husband, Tim, have been blessed with four amazing children: Mckenzie, Alexis, Mallory, and Chase. She enjoys a run every morning, cheering her kids on at gymnastics, volleyball and softball tournaments and annual family trips! 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...

Michael A. Matheson

Michael Matheson is honored to work with clients through his unique "Client First" process of Advice, Guidance, and Direction. He and his team draw on 80+ years of client-first financial services experience to help build, implement and provide direction on each client's financial path. Whether it is a retirement decision, education planning, investment planning, estate planning, insurance strategy planning, or any other financial planning topic, Michael understands how to partner with his clients to provide financial strategies and solutions to fit their lives. With a strong ability to make clients feel comfortable and his encouraging nature, Michael is fully committed to adding value to all of their financial decisions. Michael started his financial services career in 1987 with IDS Financial Services. While there, he earned numerous recognitions, including the prestigious Service Ethic Award. In 1990, Michael was asked to join the financial advisory practice of a top American Express advisor. Together, the practice grew to one of the top ten practices in the country. In 1992, Michael became a partner in the practice and continued to build his reputation of integrity and exceptional service. During his time with American Express Financial Advisors, he achieved many accolades including being named to the President's Advisory Council, recognizing the top one percent of financial advisors throughout the United States. Because of his financial experience, Michael has worked with well-known organizations to deliver education to executives and employees. Clients have included West Publishing, Best Buy, and American Express. In addition, Michael has appeared on the WMMN radio show "The Amex Financial Advisor" and he provided the weekly stock market report with Rita Maloney on KCCO business talk radio. Printed publications such as the Wall Street Journal, Minneapolis Star and Tribune, and Money magazine have also interviewed Michael on financially-related topics. In 2005, Michael joined Financial Dimensions Group Inc., an existing branch of an independent financial services broker-dealer and former broker/dealer, Royal Alliance Associates Inc. The flexibility of independent financial advice and financial product selection has proven to be a positive and welcome change for both Michael and his clients. To date, Michael has earned the following designations: CERTIFIED FINANCIAL PLANNER™ professional, Certified Fund Specialist (CFS®), Certified Retirement Planning Counselor (CPRC), and Certified Divorce Financial Analyst (CDFA) designations. These certifications, along with his diligent commitment to clients, have helped him cultivate a well-known reputation within the financial services industry. Michael lives in Maple Grove, Minnesota. He is blessed to have an incredible family and enjoys spending time with his wife, Shawna, daughters Katelyn and Marisa, and son, Andrew. His family is rounded out with Cheeto (the Boston Terrier), Sammy (the Ragdoll cat), and an unnamed fish. He enjoys singing, golfing, traveling, and involvement in Katelyn's school and church activities. Building quality relationships with friends and family are always a priority as well for Michael. Michael Matheson is an experienced CERTIFIED FINANCIAL PLANNER TM professional and founder of The Michael Matheson Group M 2.

Scott Robichaud

Job Titles:
  • Investment Adviser
  • Representative
  • Representative for Michael Matheson
Scott Robichaud is an Investment Adviser Representative for Michael Matheson's financial practice. With the responsibility of handling day-to-day practice operations, he is committed to providing a client experience that is second to none. Scott also provides financial planning, marketing and administrative support. He has over 20 years in the financial services industry and currently holds the Series 7, Series 63 and Series 65 licenses. He is also a Notary Public and has his Life, Health & Accident, and Variable line insurance licenses. Scott moved to Minnesota in 2000 from Arizona, where he was in the insurance and healthcare industry. He attended Arizona State University where his studies focused on his Computer Graphics major and Business minor. Shortly after moving to Minnesota, Scott launched his financial services career with Ameriprise Financial and then joined Michael Matheson's practice in 2011. Scott enjoys developing his relationships with our clients and considers himself very fortunate to be able to provide a personal experience for our clients while working with them as they pursue their financial goals. Scott resides in Champlin, with his wife Mary, daughter Eden, and son Kyle. When he is not working, the majority of Scott's time is spent coaching his kid's teams and attending sports activities cheering on his favorite teams. Any free time after work and sports is dedicated to the outdoors; Scott enjoys biking, kayaking, and Minnesota's leisure activities with his family and friends. Scott Robichaud is an Investment Adviser Representative who provides ongoing service and support to clients that exceeds expectations.

Shari Prusak

Job Titles:
  • Administrative Specialist
  • Front Office Associate
Shari Prusak is our Front Office Associate who started her financial services career in 2019 when she joined Michael Matheson's team. This was a bit of a change for Shari from her background as an Accounting Controller for over twenty years! The career move has been a big, and rewarding, change! Shari enjoys greeting and visiting with clients, developing client relationships, and providing excellent customer service. She provides daily operations support for the Matheson Team. On a personal level, Shari resides in Maple Grove, Minnesota with her husband, Brad, and their Shiba Inu, Cagney. Shari and her husband have two beautiful daughters, Kelcie (26) and Meagan (23). They are very proud of their accomplishments and who they have grown up to be. Shari enjoys spending time with her family and friends, biking adventures, and traveling. Shari Prusak is our Front Office Associate and is instrumental in making sure clients have a positive experience right when they enter our office!

Staci Murphy

Job Titles:
  • Investment Adviser
  • Representative
  • Registered / Licensed Investment Adviser Representative
Staci is a fully registered/licensed Investment Adviser Representative that leverages her many years of industry experience and knowledge to strive to provide client service excellence. She greatly enjoys building trusted relationships with clients. Her career in financial services began in 1997 in back-office operations. She quickly became fascinated with the industry, sparking her desire to attend school to further her financial education while continuing to work full-time. She discovered her real passion is working directly with clients as the advisors help their clients make informed financial decisions. Staci currently holds her Series 7 and 66 securities registrations, Life, Health & Accident, and Variable line insurance licenses as well as earning her Financial Paraplanner Qualified Professional TM, FPQP TM designation from the College for Financial Planning. Staci was born and raised in St. Paul, MN, and currently resides in Wyoming, MN with her husband. They have two adult sons and one of her greatest joys in life is being a grandmother! Staci Murphy is a registered/licensed Investment Adviser Representative who provides ongoing service and support to clients that exceeds expectations.

Susan Anderson

Job Titles:
  • Financial Advisor
  • Investment Adviser
  • Representative
Susan Anderson's passion for financial planning comes from her desire to support people in their efforts to reach their financial goals and live the life they want to lead by using and implementing our "Client First" Advice, Guidance, and Direction process. She cares about her client's financial health, so helping them to understand what they should be doing and how they should be doing it is one of the driving factors - ESPECIALLY for women going through transitions in their lives. Such as widowhood, retirement, and divorce; just to name a few. Susan has been a part of m2 Financial Group since 2005, the same the year Michael joined Financial Dimensions Group, an existing branch of an independent financial services broker-dealer, and former broker- dealer, Royal Alliance. Working closely with his clients for several years, she saw the positive impact of being a trusted financial advisor can have on clients' lives and realized that this is also a passion of hers; thus she transitioned to Financial Advisor! Shortly after this, she earned the Certified Fund Specialist (CFS) designation expanding her knowledge of the many types of investments available to us. Susan lives in Elk River, Minnesota with her husband, Mike (not Michael Matheson!); son, Brady; daughter, Aubree; and coon-hound, Layla! She and her fam ily are very active outside of work enjoying the outdoors as much as possible; whether it'd be at a kids' sporting event (Baseball, Football, or Volleyball), camping, four-wheeling, snowmobiling, or relaxing at the lake. Susan Anderson's is a Financial Advisor with a mission to help clients pursue their financial goals.