Tennille, with over 25 years of experience in the financial services industry, has joined Perigon as a Private Client Associate. Before joining Perigon, she worked for Pitcairn as a Client Service Associate and Prudential as an Investment Operations Associate....
Tom entered the financial services industry in 1993 after graduating from St. John’s University with a BS in marketing. He joined Prager Metis/PM Wealth Management in August 2016 after stints with Wealth Advisory Group and the home offices of AIG Royal Alliance and...
Tom is a Partner and Wealth Manager at Perigon Wealth Management, LLC. With over fifteen years of investment and financial planning experience, Tom specializes in working with individuals and businesses in the areas of investment management, financial planning, and...
Tim Kaiser joined Perigon at the beginning of 2024 as part of the Wealth Advisors, Inc. acquisition. He has been working as a financial advisor since 2018 and specializes in helping clients with investment evaluation, planning and portfolio management. Tim's focus is...
Tina serves as a Client Service Manager at Perigon Wealth Management. She has over 20 years of experience in the financial services industry, working both in the US and UK. She assists with all aspects of client service support. Tina joined Perigon Wealth in May 2013....
Tom has been in the wealth management industry for over 35 years. Both his grandfathers started businesses in Atlanta, Georgia, but because of inadequate planning neither of their businesses are still in the family. This experience profoundly motivates him to help...
Tracy joined Perigon Wealth Management in 2018 and serves as a leader on the Client Service Team and also serves the Transition Team. Prior to joining Perigon, Tracy worked as the Program Manager at CFA Society San Francisco, offering the region’s CFA Charterholders...
Tracy is currently a Private Client Associate with Perigon. She has over 18 years of experience in the Financial Industry. Over the last 5 years, she supported multiple advisors and helped aide in the process and growth of the firm. She was born and resides in the...
Trever Braunberger is a financial advisor at Perigon Wealth, where he works with a select group of clients with investable assets ranging from $500,000 to over $100 million. His focus is on building tax-efficient, options-driven investment strategies designed to align...
Tyler’s passion for his work is found in his deep care for people’s wellbeing. It was a series of unfortunate family events growing up that led him to a career in financial planning and he excels at helping his clients protect and achieve their financial goals. He...
Since 1995, I have been a 401(k) advisor to small businesses, and personal wealth advisor to entrepreneurs and their families. My practice spans the United States, primarily in Michigan. My services are provided on a fee-based basis to ensure the advice is unbiased...
As a Wealth Advisor at Perigon, Viviana focuses on building impactful relationships with clients and bringing new ideas to our firm. Clients connect with her on a wide range of topics for financial success. Viviana works closely with members of her team to ensure...