Your Team

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

Arthur Ambarik

Arthur Ambarik

Chief Executive Officer | Wealth Advisor

Christina Amor

Christina Amor

Private Client Associate

Chris Baker

Chris Baker, CPA/PFS, CFP®

Wealth Advisor | Managing Director

Kenneth Ballin

Kenneth F. Ballin, RICP®

Financial Planning Associate

Mary Ballin

Mary Ballin, CFP®, CDFA™

Wealth Advisor

Alexandra Quitko Baranski

Alexandra Quitko Baranski, CPA

Wealth Advisor

Michelle Bishop

Michelle Bishop

Private Client Associate

Beth Bosworth

Beth Bosworth

Wealth Advisor | Head of Financial Planning

Tyler Brooks

Tyler Brooks

Wealth Advisor

Tracy Canning

Tracy Canning

Head of Client Services

Kanoe Cazimero

Kanoe Cazimero

Private Client Associate

Doris Chin

Doris Chin

Private Client Associate

Stephen Colavito

Stephen Colavito

Chief Investment Officer

Dawn Creo

Dawn Creo

Private Client Associate

Mark Edwards

Mark Edwards

Operations Senior Associate

Scott Elisha

Scott Elisha

Lead Option Strategist | Wealth Advisor

Rachel Elson

Rachel Elson, CFP®

Wealth Advisor

Sarah George

Sarah George

Financial Planning Associate

Kolby Giddings

Kolby Giddings

Private Client Associate

Bill Gordon

Bill Gordon

Wealth Advisor

Anna Marie Grosso

Anna Marie Grosso

Private Client Associate

Dev Gupta

Dev Gupta, CFP®

Lead Option Strategist | Wealth Advisor

David Hale

David Hale, CFP®

Wealth Advisor

Andrea Hamilton

Andrea Hamilton, CFP®

Wealth Advisor

Robert Hardwick

Robert N. Hardwick, CFP®

Wealth Advisor

Phil Hart

Phil Hart

Founder | Wealth Advisor

Courtney Holt

Courtney Holt

Chief Compliance Officer | Head of People

John Horst

Jonathan Horst, CFP®

Wealth Advisor

Jon Hoy

Jonathan Hoy

Chief Operating Officer

Eric Jardine

Eric Jardine, CFA®

Operations | Wealth Advisor