Your Team

Meet your Perigon team, more than 50 professionals who share one goal – helping you succeed.

Gama Jimenez

Gama Jimenez

Financial Planning Associate

Maya Joelson

Maya Joelson

Sr. Investment Strategist | Wealth Advisor

Nancy Kaur

Nancy Kaur

Private Wealth Associate

Lisa Keim

Lisa Keim

Private Client Associate

Clay Kennard

Clay Kinnard

Wealth Advisor

Dean Kuhlkin

Dean Kuhlkin, CFA®, CPA

Wealth Advisor

Dermott Larkin

Dermott Larkin

Wealth Advisor

Eric Linser

Eric Linser, CFA®

Wealth Advisor

Cassandra Mackey

Cassandra Mackey, MBA

Private client Associate

Thomas Manetta

Thomas J. Manetta

Wealth Advisor

Roy Manriquez

Roy Manriquez

Wealth Advisor

Jonathan Masse

Jonathan Masse, CFA®

Sr. Investment Strategist | Wealth Advisor

George Matthai

George Matthai

Wealth Advisor

Danny McAuliffe

Danny McAuliffe, CFP®

Wealth Advisor

Ahmed Moawad

Ahmed Moawad

Trader

Jeremy Paul

Jeremy Paul JD, CFP®, AIF®, CDFA™

President | Partner

Susanna Pinto

Susanna Pinto

Private Client Associate

Bill Rackley

Bill Rackley, CFP®

Wealth Advisor

Tina Rana

Tina Rana

Private Client Associate

Chuck Pinson-Rose

Chuck Pinson-Rose

Chief Financial Officer

Will Rouse

Will Rouse

Trader

Anne Sapp

Anne Sapp, CFA

Financial Advisor

Christine Saunders

Chris Saunders

Operations Senior Associate

Robert Sloan

Robert (Bob) Sloan

Wealth Advisor

Mark Sommerville

Mark Sommerville

Investment Operations Specialist

Stephen Sparolini

Stephen Sparolini

Wealth Advisor

Chris Spires

Chris Spires, AIF®, CRPS®

Wealth Advisor

Brian Stone

Brian Stone

Private Client Associate

Bud Sturmak

Bud Sturmak CFP®, AIF®

Partner

John Taylor

John E. T. Taylor, MBA, CHFC, CWS®

Wealth Advisor

Will Trask

Will Trask, JD, CWS®

Wealth Advisor

Justin Wilson

Justin Wilson, CFP®, CFS

Wealth Advisor

Scott Yi

Scott A Yi, CFA®

Lead Alternative Strategist | Wealth Advisor