Your Team Meet your Perigon team, more than 50 professionals who share one goal ā helping you succeed. Back to Page One Maya Joelson Sr. Investment Strategist | Wealth Advisor Nancy Kaur Private Wealth Associate Dean Kuhlkin, CFAĀ®, CPA Wealth Advisor Dermott Larkin Wealth Advisor Eric Linser, CFAĀ® Wealth Advisor Cassandra Mackey, MBA Private client Associate Thomas J. Manetta Wealth Advisor Roy Manriquez Wealth Advisor Jonathan Masse, CFAĀ® Sr. Investment Strategist | Wealth Advisor George Matthai Wealth Advisor Danny McAuliffe, CFPĀ® Head of Planning | Wealth Advisor Ahmed Moawad Trader Steffen Nass Wealth Advisor Jeremy Paul JD, CFPĀ®, AIFĀ®, CDFA⢠President | Partner Bill Rackley, CFPĀ® Wealth Advisor Tina Rana Private Client Associate Chuck Pinson-Rose Chief Financial Officer Anne Sapp, CFA Financial Advisor Christine Saunders Financial Planning Associate Robert (Bob) Sloan Wealth Advisor Mark Sommerville Investment Operations Specialist Stephen Sparolini Wealth Advisor Chris Spires, AIFĀ®, CRPSĀ® Wealth Advisor Brian Stone Private Client Associate Bud Sturmak CFPĀ®, AIFĀ® Partner John E. T. Taylor, MBA, CHFC, CWSĀ® Wealth Advisor Justin Wilson, CFPĀ®, CFS Wealth Advisor Scott A Yi, CFAĀ® Lead Alternative Strategist | Wealth Advisor Back to Page One