DP Team Members Articles

Bill Rackley, CFP®

Bill Rackley, CFP®

Bill Rackley joined Perigon recently in order to leverage the company’s resources and opportunities to collaborate with specialists on behalf of his clients. He started his career as a Financial Advisor at Merrill Lynch’s San Francisco office in 2003 and then...

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Branden Randall, CFP®

Branden Randall, CFP®

Branden graduated from University of California Irvine with a double major in business economics and sociology, while at the same time competing as a cross country athete. Following graduation, Branden worked at Fidelity Investments as an Investment Consultant. While...

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Brenda Caldwell

Brenda Caldwell

Brenda joined Perigon Wealth Management in 2022 as part of the PM Wealth Management – Perigon merger. She brings her experience as a financial advisor for Bank of America and Charles Schwab as well as her work as a Client Services Associate for LPL to her current...

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Brian Smith

Brian Smith

Brian joined Perigon Wealth Management in September 2023 and is a Private Client Associate. He brings a passion for finance and is a graduate of Lewis & Clark College, where he majored in Economics. He also played on the NCAA basketball team for Lewis & Clark...

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Brian Stone

Brian Stone

Brian is a Private Client Associate at Perigon and has been with the firm since its founding in 2004. With over 20 years experience in the financial industry, Brian truly loves the culture at Perigon and working with his colleagues. A job well done and a happy client...

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Bryce Brown

Bryce Brown

Joining Perigon in 2023 as a Wealth advisor and Partner, Bryce brings over a decade of experience helping clients navigate the capital markets, corporate benefit plans, and household financial planning. Bryce employs an analytical eye for process in building...

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Bud Sturmak, CFP®

Bud Sturmak, CFP®

Bud is a financial advisor with more than 25 years of experience working closely with individuals, families, non-profit organizations and corporations. As Head of Impact Investing, Bud is responsible for the design and implementation of our ESG (environmental, social...

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Chris Baker, CPA/PFS, CFP®

Chris Baker, CPA/PFS, CFP®

Chris earned her CPA credential in 1982 after graduating Summa Cum Laude from Indiana State University. She added CERTIFIED FINANCIAL PLANNER™ to her credentials in 1989. She was the owner of recently acquired Baker & Associates. Chris is now a partner with...

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Chris Saunders

Chris Saunders

Chris started in the financial services industry nearly 20-years ago with Diversified Investment Advisors, now a part of Transamerica Retirement Solutions. While working out of their San Francisco office, she created an award-winning database tool that streamlined and...

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Chris Spires AIF®, CPFA®

Chris Spires AIF®, CPFA®

Chris has been a Financial Advisor for over 25 years. He specializes in wealth management, financial planning and family dynamics. His clients turn to him as their trusted family CFO and key advisor in all financial (and some family) matters. “I find myself talking...

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Christina Amor

Christina Amor

Christina brings a broad base of experience to her role supporting advisors. Before joining us she was a registered associate at Morgan Stanley where she supported five advisors and prior to that was a financial consultant with Scottrade/TD Ameritrade. Christina is...

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Chuck Pinson-Rose, CFA®

Chuck Pinson-Rose, CFA®

Chuck joined Perigon Wealth Management in early in 2015 as an Investment Advisor and supports the firm’s financial advisors by researching various investment options. Prior to joining Perigon, Chuck spent just over eight years in Standard & Poor’s corporate rating...

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