Meet Your Team

 
Michael A. Mathias

Michael A. Mathias, CFP®, AEP®, CLU®, ChFC®

Wealth Management Advisor
Office 701-893-3707
Fax 701-232-2064

Mike’s focus is guiding you towards unique financial planning strategies. His practice has been centered around business owners and professionals, as they work to protect, grow, and transition themselves through life’s many changes. He provides detailed steps, that will allow you to act and bring you closer to your goals.

Our Team strives to always be relevant to your needs. We believe that both experience and education is required to deliver the best solutions for your planning. During Mike’s 42 years in financial services, he has obtained designations as a Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Accredited Estate Planner (AEP®) and CERTIFIED FINANCIAL PLANNER™. Mike is active in the Red River Valley Estate Planning Council and has served as president. He attended North Dakota State University (Go Bison!) and graduated with a B.S. in Science and Mathematics.

Personally, Mike is married to Jody and they have 3 daughters and 5 grandchildren. They enjoy water skiing, downhill skiing and travelling. Mike grew up working on his family’s grain farm near Wheaton, Minnesota. They now split their time between residences in Fargo, North Dakota and their lake place near Detroit Lakes, Minnesota.

 
Lisa Hopperstad

Lisa Hopperstad, CFP®, CLU®, CASL®

Associate Wealth Management Advisor
Office 701-893-3709

Lisa takes an active role in partnering with you to design your financial plan. Her passion is to give you the opportunity to define your future. One of the most satisfying things is to see each of our clients succeed and reach their goals. It is truly an honor to know that we played a part in their journey.

We strive to build long-term relationships by actively helping people feel confident and optimistic about their financial future. Laws will fluctuate, but a strategic financial plan is essential to setting your future self up for success. We stress this with all our clients, young and old. A plan, once set in place, serves as your strongest barrier against an uncertain future.

Lisa’s Northwestern Mutual career started in 2005. She has a B.S. degree from Bemidji State University in Business Administration and Management Information Systems. She achieved her CFP (Certified Financial Planner) designation in 2012 and has continued her education by obtaining her CLU (Charted Life Underwriter) and CASL (Chartered Advisor for Senior Living) designations. She is currently studying for her RICP (Retirement Income Certified Professional) designation. Lisa is licensed for life, health and securities (Series 7 & 63).

In her free time she enjoys traveling, being at the lake, kayaking, yoga and trying new restaurants.

 
Emma Thompson

Emma Thompson, APMA®

Associate Wealth Management Advisor
Mobile 218-849-0584

Emma’s role is to help you define and achieve your goals. She is your guide to protecting, optimizing, growing and managing your financial resources. She works alongside you to create a strategic plan and provides action steps to support you in reaching your goals.

Emma attended the University of Jamestown (Go Jimmies!) and earned her B.A. degrees in Spanish and Business Administration, with a concentration in Financial Planning. She has continued her education by earning the APMA (Accredited Portfolio Management Advisor) designation. Emma is licensed for life, health and securities (Series 7 & 66).

Emma and her significant other, Isaac, enjoy playing golf, spending time at the lake and taking walks with their yellow lab, Cam.

 
Caroline M Brorby

Caroline M Brorby, CLU®, CASL®, RICP®

Financial Planning Specialist
Office 701-893-3708

Caroline assists our clients with their financial plans and is also the primary contact for executive benefits and insurance planning.

She joined Northwestern Mutual in 1980 and has been part of our team since 1997. Caroline has a B.S. degree from Minnesota State University Moorhead in Business Administration and Accounting. She is licensed for life, health, and securities (Series 6, 7 & 63) and has achieved the following designations: Chartered Life Underwriter, Chartered Advisor for Senior Living and Retirement Income Certified Professional.

Caroline and her husband, Lauren, have three grown children. In her free time, she enjoys gardening, reading, yoga and spending time at her family’s lake cabin.

 
Elizabeth Ann Johanson

Elizabeth Ann Johanson

Investment Operations Associate
Office 701-893-3784

Liz is your guide and caretaker through the logistical portion of your financial journey. She oversees operations; she is the one who will open your accounts, be your contact for any updates or changes, and handle your paperwork. 

She has been in financial service operations since 2016 and has her bachelor’s degree from Minnesota State University Moorhead and her Master’s degree from North Dakota State University.

In her free time, Liz sings with the Fargo Moorhead Choral Artists, volunteers with Cats Cradle Shelter and does a variety of needlework. She lives in West Fargo with her partner and his two children.

 

Michael A. Mathias, CFP®, AEP®, CLU®, ChFC®

Wealth Management Advisor

  • Office 701-893-3707
  • Fax 701-232-2064

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck