Your Team
Meet your Perigon team, more than 100 professionals who share one goal – helping you succeed.
Abegael Fleming
Human Resources Manager
Andrew Dimaio
Mergers and Acquisitions Analyst
Annette Wilson
Private Client Associate
Bill Rackley, CFP®
Wealth Advisor
Brad Bell
Financial Planning Associate
Chris Saunders
Operations Senior Associate
Jake Paraiso
Financial Planning Associate
Jeanna Dove
Trading Associate
Jim Weikart
Wealth Advisor
Jonathan Robbins
General Counsel | Chief Compliance Officer
Josh Krumholz
Financial Planning Associate
Julie Liu-Richardson
Controller
Kathryn Vidal
Senior Marketing Manager
Kenny Fincher, ChFC®
Wealth Advisor
Kim Purkey
Private Client Associate
Kolby Giddings
Private Client Associate
Lisa Hayes, CFP, ChFC, AIF
Wealth Advisor
Marcelina Castel de Oro
Financial Planning Associate
Maria Daley, CFP®
Head of Advisor Success & Integration
Matt DeNicola
Billing Specialist
Melissa Gardner
Client Service Advisor
Michael Krumholz
Partner, Wealth Advisor
Michael Mignosi
Director of Organic Growth
Olga-Maria Arruda
Private Client Associate
Rafia Hasan CFA, CFP®
Chief Investment Officer
Robert Sloan
Wealth Advisor
Samantha Janni
Private Client Associate
Sandra M. Kerr, CFP®, AIF®
Partner & Wealth Advisor
Sara Smith
Operations Associate
Stephen Sparolini
Wealth Advisor
Tracy Mack
Private Client Associate
Viviana Mattos
Wealth Advisor
