Michael A. Mathias

Mike’s focus is guiding you towards unique financial planning strategies. He provides detailed steps, that will allow you to act and bring you closer to your goals. We believe that both experience and education is required to deliver the best solutions for your planning.

His career at Northwestern Mutual began in 1978. He attended North Dakota State University and earned his B.S. in Science and Mathematics. Mike has achieved the following designations: CERTIFIED FINANCIAL PLANNER™ professional certification, CLU^® (Charted Life Underwriter), ChFC^® (Chartered Financial Consultant),  AEP^® (Accredited Estate Planner). He is registered for Life, Health, and securities (Series 6, 7, 63, & 65). Mike is active in the Red River Valley Estate Planning Council and has served as president.

Mike grew up on a farm near Wheaton, MN. He is married to Jody, and they have three daughters and five grandchildren. Mike enjoys water skiing, downhill skiing and traveling.

Lisa takes an active role in partnering with you to design your financial plan. She strives to build long-term relationships by actively helping you feel confident and optimistic about your financial future. It is truly an honor to know that we played a part in your journey.

Her career at Northwestern Mutual began in 2005. She attended Bemidji State University and earned her B.S. in Business Administration and Management Information Systems. Lisa has achieved the following designations: CERTIFIED FINANCIAL PLANNER™ professional certification, CLU^® (Charted Life Underwriter), CASL^® (Chartered Advisor for Senior Living), and RICP^® (Retirement Income Certified Professional). She is registered for Life, Health, and securities (Series 7 & 63). Lisa is active in the Red River Valley Estate Planning Council.

Lisa grew up in Detroit Lakes, MN. She is married to Erik, and they have two daughters. Lisa enjoys traveling, spending time at the lake, kayaking, yoga and trying new restaurants.

Courtney is the primary contact for Horizon Wealth Partners. Her role is to ensure that you have an exceptional client experience. 

She is a graduate from Gustavus Adolphus College, located in St. Peter Minnesota. During her time in college she was a volleyball player, campus tour guide, and a leader in the ’Fellowship of Christian Athletes.’

She loves to spend free time at the lake, with friends and family, traveling, or being active any way she can!

Lauren’s focus is to help clients achieve their dreams for the future through customized financial planning. She is passionate about helping others reach their goals, giving them a sense of confidence and security, and enjoys building lasting relationships.

She graduated from Concordia College with a B.A. in Business Administration and a concentration in Finance, as well as Minors in Accounting and Spanish. She is registered for Life, Health and securities (SIE, Series 7, & 63).

Lauren grew up in Detroit Lakes, MN. She enjoys playing soccer and golf, spending time with friends and family, traveling, and going to the lake.

Evan supports our advisors in the planning process. He attended North Dakota State University and earned his B.S. in Finance and Minor in Accounting. He graduated in three years with honors.

Evan grew up in Fargo, ND. He enjoys golfing, traveling, and spending time with friends and family.

Derek is the primary contact for servicing your investment accounts. He attended Minnesota State University, Moorhead and earned his B.S. in Finance. He also attended Creighton University where he earned his Master's in Investment Management and Financial Analysis.

Derek grew up in Moorhead, MN. He is married to Janelle, and they have one daughter. Derek enjoys traveling, spending time at the lake, and being with family.

Olivia is the primary contact for servicing your insurance accounts.

She grew up on a farm near Ada, MN and later attended NDSU with a focus in Zoology.

Olivia has 3 children and in her free time enjoys being with family, going to the lake, and spending time on her never ending list of projects!