About Us

McPherson & Mayberry Personal Wealth Management, located in Dallas, Texas can trace its’ roots back to E. F. Hutton. It was there in 1986 that Dan McPherson and Kerry Rigdon formed a relationship that evolved over the next 26 years culminating in the formation of McPherson & Mayberry in the summer of 2012. The goal was simple, to provide a level of personal service based on relationships, superior service and performance. McPherson & Mayberry works with individuals, trusts, endowments, retirement plans and financial institutions assisting in identifying solutions to specific investment needs and objectives. McPherson & Mayberry brings a traditional approach to both investing and planning focusing on individual relationships to determine a successful strategy. With two offices in the Dallas-Ft Worth metroplex they look forward to the opportunity to work with you to achieve your investment goals.

Our Team

Dan McPherson
In memory of:

Dan brought energy, enthusiasm and experience to McPherson & Mayberry. His work ethic and discipline were contagious. Dan spent over 35 years in the financial services industry and over 25 years with the firm he founded. During that time his focus on core principles and dedication to "taking care of the customer" became some of the cornerstones of the firm. Dan was a true trailblazer, becoming one of the first dedicated portfolio managers within the newly formed Consulting Services division of E.F. Hutton in 1992. This experience led Dan to form McPherson Asset Management in 1994. For the next 27 years Dan experienced market booms and market busts, but through it all he maintained his optimism, focus and ability to look past the noise. These qualities formed the foundation for McPherson & Mayberry and remain as core qualities today. Dan's presence at McPherson & Mayberry is permanent. His impact is felt every day and it is our goal to maintain the legacy that he created. Dan will be missed by all of us.

Kerry Rigdon
Kerry started his career at E.F. Hutton in 1986 where he spent 10 years building an expertise in portfolio management and retirement planning. In 1996 Kerry was asked to manage the Las Colinas branch office for the Dallas based investment firm Southwest Securities. After successfully growing the office from 1996 to 2000, Kerry was asked to oversee and manage the retail office operations for Southwest and was promoted to Managing Director of the Private Client Group. In 2001 he was also selected to manage the independent advisor division and was named CEO of SWS Financial Services. In 2004, after almost 20 years building and managing investment firms for someone else the opportunity to start his own advisory firm proved to be an opportunity whose time was right. He elected to leave Southwest Securities and co-founded Mayberry Partners, Wealth Management Services, a firm focused on providing superior money management and estate planning services. Kerry brings a unique understanding of the investment landscape having worked with individuals, trusts, financial institutions and small businesses for over 26 years. Kerry has been a featured commentator on both TV and radio in the Dallas area providing investment insight and market analysis.

Laurie Rigdon
Laurie brings over 16 years of experience in the financial services industry having been one of the original professionals at McPherson Asset Management where she handled all administrative and office responsibilities. Laurie managed the office for McPherson Asset management from 1992 through 2001. Currently Laurie is the Branch Office Administrator for the Coppell branch and has been in this role since 2009. Laurie works with clients to address all service requests as well as all office administrative needs. Laurie also is responsible for performance reporting utilizing the Advent AXYS reporting system providing detailed performance analysis for all fee-based accounts.