Paul, David and Sheryl established the framework for what would eventually become the Briody Maher Wealth Management Group while working together at AG Edwards in 2006, a firm that ultimately transitioned to Wells Fargo Advisors.
A shared set of principles is what facilitated the formation of the team and also serves as a blueprint for how we interact with our clients and team members.
- Build and maintain meaningful relationships with our clients and team members.
- Continually enhance our knowledge in order to deliver superior investment planning advice.
- Make every decision in the best interest of our clients
- Simplify the investment solution and minimize costs
- Deliver an exceptional client service experience with a human touch
- Provide continuity to facilitate intergenerational wealth transfer through our team’s unique multi-generational structure
MEET OUR TEAM
Paul D. Briody CFP®
PresidentFundamental Choice Portfolio Manager
Paul helps clients build comprehensive investment plans that address financial goals for themselves and their future generations. As your Portfolio Manager, he works closely with you to determine where you are financially today, where you want to be tomorrow, and then defines and explains the necessary steps to pursue those goals.
David J. Maher
CFP®, AWMA®, AAMS®
Managing Principal
David works with business owners, high net worth individuals, and families in the areas of portfolio management, business retirement planning, succession planning, charitable giving and estate planning strategies to help clients build, manage, preserve and transfer wealth.
David Stewart
Senior Vice President
Henry Jakobe
Senior Vice PresidentHenry has more than 30 years of insight and experience to help clients address a wide range of wealth management needs, from retirement income planning to designing and implementing investment strategies.
Kurt Schueler
Senior Vice PresidentKurt utilizes 34 years of financial services experience to help clients like you with your personalized investment and financial strategy.
Sheryl Davis CRPS®
Operations ManagerSheryl Davis is our Operations Manager and holds a Certified Retirement Plan Specialist® designation.