Your Team
Meet your Perigon team, more than 50 professionals who share one goal – helping you succeed.
Arthur Ambarik
Chief Executive Officer | Wealth Advisor
Christina Amor
Private Client Associate
Chris Baker, CPA/PFS, CFP®
Wealth Advisor | Managing Director
Kenneth F. Ballin, RICP®
Financial Planning Associate
Mary Ballin, CFP®, CDFA™
Wealth Advisor
Alexandra Quitko Baranski, CPA
Wealth Advisor
David Bauer
Partner & Wealth Advisor
Steven Bernknopf, MSF, CFP®, EA
Wealth Advisor
Michelle Bishop
Private Client Associate
Beth Bosworth
Wealth Advisor | Head of Financial Planning
Tyler Brooks
Wealth Advisor
Tracy Canning
Head of Client Services
Kanoe Cazimero
Private Client Associate
Doris Chin
Private Client Associate
Stephen Colavito
Chief Investment Officer
Dawn Creo
Private Client Associate
Mark Edwards
Operations Senior Associate
Scott Elisha
Lead Option Strategist | Wealth Advisor
Rachel Elson, CFP®
Wealth Advisor
Melissa Gardner
Client Service Advisor
Sarah George
Financial Planning Associate
Kolby Giddings
Private Client Associate
Bill Gordon
Wealth Advisor
Anna Marie Grosso
Private Client Associate
Dev Gupta, CFP®
Lead Option Strategist | Wealth Advisor
Thomas Haggerty, AWMA®, CRPC®
Wealth Advisor
David Hale, CFP®
Wealth Advisor
Andrea Hamilton, CFP®
Wealth Advisor
Robert N. Hardwick, CFP®
Wealth Advisor
Phil Hart
Founder | Wealth Advisor
Courtney Holt
Chief Compliance Officer | Head of People
Jonathan Hoy
Chief Operating Officer
Eric Jardine, CFA®
Operations | Wealth Advisor
Gama Jimenez
Financial Planning Associate
Maya Joelson
Sr. Investment Strategist | Wealth Advisor