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, CFPĀ®

Dawn Creo

Edmond Sukalic

Emily Gillings Fornwalt

Jake Paraiso

Jason Fiderer

Jeremy Paul, JD, CFPĀ®, AIFĀ®, CDFAā¢

Jim Weikart

Keli Oldham

Kenneth Ballin, RICPĀ®

Marc Specht, CFPĀ®, AIFĀ®, SE-AWMAĀ®, RFCĀ®

Nolan Cooney

Robert Hardwick, CFPĀ®

Steven Bernknopf, MSF, CFPĀ®, EA

Thomas Haggerty, AWMAĀ®, CRPCĀ®, CFSĀ®, CISā¢, CASĀ®, CMFCĀ®
