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Meet the Minds Behind Briggs & Company

Get to Know the Expertise and Dedication Driving Your Financial Goals Forward

Our Support Team

John Anderson

Financial Advisor

John Anderson is a seasoned financial advisor with over 20 years of experience in wealth management and retirement planning. A graduate of Harvard Business School, John has dedicated his career to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning. Known for his keen analytical skills and client-centric approach, John is a trusted advisor who prides himself on building long-term relationships with his clients. In his spare time, John enjoys hiking, reading about economic trends, and volunteering at his local community center.

Sarah Mitchell

Financial Advisor

Sarah Mitchell is a highly respected financial advisor with a focus on holistic financial planning and sustainable investing. With a degree in finance from Stanford University and a CFP® certification, Sarah has been guiding clients through complex financial landscapes for over 18 years. Her expertise in creating tailored financial plans and her passion for ethical investing make her a sought-after advisor in her field. Outside of work, Sarah is an avid traveler, a dedicated yoga practitioner, and actively participates in financial literacy programs for underprivileged youth.

Find Your Definition of True Wealth

Everyone has their own definition of true wealth. For some, it’s that family vacation you’ve always dreamed of. For others, it’s not running out of money in retirement. We help you pinpoint your definition of true wealth, then help you build the legacy you’ve dreamed of.

Selecting the right financial advisor is an important step in your pursuit of true wealth. We build a customized plan for whatever your needs, including individual financial planning and business financial planning.