Your Team
Meet your Perigon team, more than 50 professionals who share one goal – helping you succeed.
Gama Jimenez
Financial Planning Associate
Maya Joelson
Sr. Investment Strategist | Wealth Advisor
Nancy Kaur
Private Wealth Associate
Lisa Keim
Private Client Associate
Clay Kinnard
Wealth Advisor
Dean Kuhlkin, CFA®, CPA
Wealth Advisor
Dermott Larkin
Wealth Advisor
Eric Linser, CFA®
Wealth Advisor
Cassandra Mackey, MBA
Private client Associate
Thomas J. Manetta
Wealth Advisor
Roy Manriquez
Wealth Advisor
Jonathan Masse, CFA®
Sr. Investment Strategist | Wealth Advisor
George Matthai
Wealth Advisor
Danny McAuliffe, CFP®
Wealth Advisor
Ahmed Moawad
Trader
Jeremy Paul JD, CFP®, AIF®, CDFA™
President | Partner
Susanna Pinto
Private Client Associate
Bill Rackley, CFP®
Wealth Advisor
Tina Rana
Private Client Associate
Chuck Pinson-Rose
Chief Financial Officer
Will Rouse
Trader
Anne Sapp, CFA
Financial Advisor
Chris Saunders
Operations Senior Associate
Robert (Bob) Sloan
Wealth Advisor
Mark Sommerville
Investment Operations Specialist
Stephen Sparolini
Wealth Advisor
Chris Spires, AIF®, CRPS®
Wealth Advisor
Brian Stone
Private Client Associate
Bud Sturmak CFP®, AIF®
Partner
John E. T. Taylor, MBA, CHFC, CWS®
Wealth Advisor
Will Trask, JD, CWS®
Wealth Advisor
Justin Wilson, CFP®, CFS
Wealth Advisor
Scott A Yi, CFA®
Lead Alternative Strategist | Wealth Advisor