Your Team

Meet your Perigon team, more than 30 professionals who share one goal – helping you succeed.

Arthur Ambarik

Arthur Ambarik

CEO | Wealth Advisor

Kenneth F. Ballin

Kenneth F. Ballin RICP®

Wealth Advisor

Mary Ballin

Mary Ballin CFP®, CDFA™

 Wealth Advisor

Tracy Canning

Tracy Canning

Private Client Associate

Kanoe Cazimero

Kanoe Cazimero

Private Client Associate

Doris Chin

Doris Chin

Private Client Associate

Dawn Creo

Dawn Creo

Private Client Associate

Scott Elisha

Scott Elisha

Lead Option Strategist | Wealth Advisor

Rachel Elson

Rachel Elson

Associate Financial Planner

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 N. Hardwick

Robert N. Hardwick CFP®

Wealth Advisor Associate

Phil Hart

Phil Hart

Founder | Wealth Advisor

Jonathan Horst

Jonathan Horst CFP®

Wealth Advisor

Jonathan Hoy

Jonathan Hoy

Head of Advisor Success | COO

Eric Jardine

Eric Jardine CFA®

Operations | Wealth Advisor

Maya Joelson

Maya Joelson

Sr. Investment Strategist | Wealth Advisor

Nancy Kaur

Nancy Kaur

Private Wealth Associate

Dean Kuhlkin

Dean Kuhlkin CFA®, CPA

Wealth Advisor

Dermott Larkin

Dermott Larkin

Wealth Advisor

Thomas J. Manetta

Thomas J. Manetta

Wealth Advisor

Danny McAuliffe

Danny McAuliffe CFP®

Head of Planning | Wealth Advisor

Roy Manriquez

Roy Manriquez

Wealth Advisor

Jonathan Masse

Jonathan Masse CFA®

Sr. Investment Strategist | Wealth Advisor

Dan Newhall

Dan Newhall

Head of Partnerships | CCO

Jeremy Paul

Jeremy Paul JD, CFP®, AIF®, CDFA™

President | Partner

Chuck Pinson-Rose

Chuck Pinson-Rose

CFO | Co-CIO

Bill Rackley

Bill Rackley

Wealth Advisor

Tina Rana

Tina Rana

Private Client Associate

Bradley L. Resnick

Bradley L. Resnick

Wealth Advisor

Brian Stone

Brian Stone

Private Client Associate

Bud Sturmak

Bud Sturmak CFP®, AIF®

Partner | Co-CIO

Justin Wilson

Justin Wilson, CFP®, CFS

Wealth Advisor

Scott A Yi

Scott A Yi, CFA®

Wealth Advisor

Arthur Ambarik

Arthur Ambarik

CEO | Wealth Advisor

Phil Hart

Phil Hart

Founder | Wealth Advisor

Jonathan Hoy

Jonathan Hoy

Head of Advisor Success | COO

Dan Newhall

Dan Newhall

Head of Partnerships | CCO

Jeremy Paul

Jeremy Paul JD, CFP®, AIF®, CDFA™

President | Partner

Chuck Pinson-Rose

Chuck Pinson-Rose

CFO | Co-CIO

Bud Sturmak

Bud Sturmak CFP®, AIF®

Partner | Co-CIO