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Dedicated to Your Success

At the Mawby Brigeman Group, we combine our investment philosophy and experience with state-of-the-art tools in order to provide our clients with strategies that meet their specific needs. Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

 

Our Team

Michael Mawby

Michael Mawby

Founder, Investment Strategist

Contact Michael
John Conry

John Conry

Advisor, Investment Strategist

Contact John
Brittan Leiser

Brittan Leiser

Advisor, Investment Strategist

Contact Brittan
Matthew Brigeman

Matthew Brigeman

Advisor, Investment Strategist

Contact Matthew
Nick Brigeman

Nick Brigeman

Associate

Benjamin Brigeman

Benjamin Brigeman

Founder and President

Kellie Melin

Kellie Melin

Director of Operations & Client Experience

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Services and Guidance to Help You Live the Lives You’ve Always Imagined

We offer a wide variety of services designed to help you with every stage of your financial journey.

Retirement

We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

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Tax Strategy

We'll help make sure that we're considering the tax implications with all your investments.

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Estate Planning

With over 100 years' collective experience, we'll help secure your legacy for future generations.

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Investment Management

We have extensive experience managing high-net-worth portfolios.

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Small Business Solutions

Let us help you make sure your business is poised for growth.

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Financial Planning

Strike the perfect balance between work and leisure.

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Let's Connect

We welcome you to contact us at any time. Our team is committed to you and your financial needs, especially when you need us most. Contact us below or schedule time to connect.

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Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."



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