Keli's Bio
Keli serves as a Private Client Associate at Perigon. She has worked in wealth management for the past 4 years in many aspects of client support.
Keli currently resides in Michigan with her husband and dog. Keli is a super proud mom of 3 grown children including a US Marine, a film/media creative specialist, and an applied math major.
Keli's Team

Alexandra Quitko Baranski, CPA

Anna Marie Grosso

Bud Sturmak, CFP®

Dawn Creo

Edmond Sukalic

Emily Gillings Fornwalt

Jake Paraiso

Jeremy Paul, JD, CFP®, AIF®, CDFA™

Jim Weikart

Keli Oldham

Kenneth Ballin, RICP®

Marc Specht, CFP®, AIF®, SE-AWMA®, RFC®

Nolan Cooney

Robert Hardwick, CFP®

Steven Bernknopf, MSF, CFP®, EA

Thomas Haggerty, AWMA®, CRPC®, CFS®, CIS™, CAS®, CMFC®
