Get To Know
Our Financial Planning Family
Matthew Donnelly, RICP®, CRPC®
Matthew Donnelly, RICP®, CRPC®
Founder/Financial Advisor
P: (952) 222-3589
E: matt@greyfoxfinancial.com
In the workplace:
Matt is calm and collected, yet very passionate and will fight tirelessly for what he believes in. Nothing lights him up like creating a solution that helps change someone’s life for the better. Like many of those we work with, Matt has lofty goals. What sets him apart is his ability of taking concrete steps to realize those goals and make a lasting positive impact.
Outside of work:
Matt lives in South Minneapolis with his wife, Leah, his daughter, Collette, and his two dogs, Piper and Hank. When not in the office, he is with his family staying active by exploring the city or traveling to new, and sometimes off-grid, locations. Favorite pastimes to ask him about: downhill skiing or canoeing in the BWCA.
Now That You Know a Bit About Him, Allow Him to Get To Know You!
Michael Follese, AIF®
Michael Follese, AIF®
Founder/Financial Advisor
P: (952) 898-2776
E: mike@greyfoxfinancial.com
In the Workplace
Mike can connect with anyone, anywhere, and probably knows a family member or two. He is an excellent communicator; enjoying both small talk and deep, meaningful conversations. This ability allows him to fully grasp a person’s situation making it possible to help them put meaningful goals in place. This ability has built the foundation on which Grey Fox Financial operates.
At Home
Mike lives with his wife, Dorothy, in Burnsville, MN. He stays busy spending time with his four grown children and two grandchildren. When not in the office, Mike can most likely be found at his cabin in the Brainerd Lakes area. Favorite pastimes to ask about: Genealogy or home construction.
Now That You Know a Bit About Mike, Allow Him To Get To Know You!
Richard Koch, CLU®
Richard Koch, CLU®
Senior Agent
In the Workplace
Ask Dick about any of his clients and you will quickly discover his passion for the relationships he has built over his insurance career. He truly enjoys hearing about his friends’ relationships and activities, remembering little details and always standing ready to talk things out with warmth and sensitivity. Dick takes seriously his responsibility to help and do the right thing for his clients, which has led to a very accomplished career protecting those around him.
At Home
Dick and his wife, Susan, live in Lake Elmo, MN. At home he can be found lollygagging around the lake on his pontoon boat with his three grown children and two grandchildren. Favorite pastimes to discuss with Dick; Church Choir and Baseball.
Mason Sheehy
Mason Sheehy
Associate Advisor
P: (715) 403-0889
E: mason@greyfoxfinancial.com
In the Workplace
Mason is a natural-born leader, full of passion and charisma. He takes a great deal of pride and joy in guiding others to work together to improve themselves and their community. His desire for helping other people led him to our team as an intern in 2016 and upon graduating from the University of Wisconsin-Eau Claire, he was hired as a full-time apprentice. He has now worked his way up to an associate advisor role and is studying towards being a full-fledged advisor.
At Home
Mason lives in Minneapolis where he can walk to the office every day. When he isn’t in the office, you can find him out enjoying many of the city's events with friends and his girlfriend, Karlee. Favorite pastimes to discuss with Mason; archery, hunting, snowboarding, and acting.
