Get To Know
Our Financial Planning Team
Matthew Donnelly, RICP®, CRPC®
Matthew Donnelly, RICP®, CRPC®
Managing Partner/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 Medina, MN with his wife, Leah, and his two daughters. 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®
Business Development/Relationship Manager
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 Crosslake, MN. He stays busy spending time with his four grown children and three grandchildren. When the Minnesota winter approaches, he can be found in Georgetown, TX. Favorite pastimes to ask about: Genealogy or home construction.
Now that you know a bit about Mike, allow him to get to know you!
Mason Sheehy, FSCP®
Mason Sheehy, FSCP®
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.
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.
Sherry Berkowitz
Past Industry Experience:
Sherry has been in the financial services industry for over 25 years, managing a call center and various back-office teams. Since being a licensed Investment Advisor Representative, she provides sales and service support to other advisors. She most enjoys the professional relationships she has built with these advisors and their end clients. She is currently a key player on an outsourcing team, providing support to advisor offices in the field.
A Little About Me:
Sherry lives in a small beach town in southern California. In her personal time, Sherry loves traveling with a group of friends, hosting large family gatherings (pre-Covid), gardening and volunteering with local civic groups. Sherry’s daughter is a 3rd year medical school student in Chicago; her son is a Business Development Manager in Portland, and her son-in-law is a high school math teacher. Sherry also designs and builds chuppahs, arbors and backdrops and runs her own rental business in California.
Shyanne Baylock
Past Industry Experience:
Shyanne has been in the financial services industry for over 8 years, with most of her experience in retail banking. Since moving from retail banking to Mutual Group in December 2021, Shyanne has begun to build professional relationships with Advisors and Custodians. She has a passion for providing support for advisors while they are in the field. Shyanne is currently studying to sit for her Securities exams.
A Little About Me:
After 5 years of living in Charleston, South Carolina, Shyanne and her husband moved back to her home town in Northern Virginia to start their family. They now have two young boys under the age of 3. In her personal time, Shyanne loves to spend time with her family, explore local hiking/walking trails, and watching movies.
