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
Wealth Advisor
Anna Marie Grosso
Private Client Associate
Bud Sturmak, CFP®, AIF®
Head of Impact Investing | Partner
Dawn Creo
Private Client Associate
Jeremy Paul, JD, CFP®, AIF®, CDFA™
President | Partner
Keli Oldham
Private Client Associate
Kenneth Ballin, RICP®
Financial Planning Associate
Robert Hardwick, CFP®
Wealth Advisor
Tina Rana
Private Client Associate