Your Team
Meet your Perigon team, more than 100 professionals who share one goal – helping you succeed.
Abegael Fleming
Human Resources Manager
Annette Wilson
Private Client Associate
Bill Gordon, CDFA
Wealth Advisor
Cassandra Mackey, MBA
Private Client Associate
Chris Saunders
Operations Senior Associate
Jake Sierka
Financial Planning Associate
Jim Weikart
Wealth Advisor
Julie Liu
Controller
Kolby Giddings
Private Client Associate
Melissa Gardner
Client Service Advisor
Olga-Maria Miller
Private Client Associate
Rafia Hasan CFA, CFP®
Chief Investment Officer
Robert Sloan
Wealth Advisor
Stephen Sparolini
Wealth Advisor
Viviana Mattos
Wealth Advisor
Will Rouse
Trader
