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...
Christina is a Compliance Associate at Perigon. She has been with Perigon since 2021, starting off as a Private Client Associate. Prior to Perigon, she worked at Morgan Stanley and TD Ameritrade, both as a Financial Advisor and Client Service Associate. She is...
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...
Clay works closely with affluent individuals and families to help them streamline the intricacies of significant wealth. His clients turn to him as their key advisor in all financial matters. As a fiduciary advisor, he works with clients to develop sustainable...
Cory is a Trader at Perigon Wealth Management, and is based in Sioux Falls, SD. He manages trade execution, reconciliations, and platform operations across Eclipse, Astro, direct indexing systems & Custodians. Known for precision and systems thinking, Cory...
Crystal joined Perigon as an Operations Associate in 2024. She has spent most of her career in an office/operations management role, in both the finance and manufacturing industries. She enjoys the challenge of streamlining processes and tasks, and believes in working...
Dan Gwizdak joined Perigon Wealth Management in June 2024, but has been part of Lisa’s team since his days as a high school intern. His experience motivated him to pursue a degree in financial services. After graduating SUNY Binghamton in the spring of 2007, Dan...
Danny McAuliffe is a Partner and Wealth Advisor at Perigon Wealth Management. With over fifteen years of experience advising tech professionals, entrepreneurs, and families, Danny is known for delivering thoughtful, comprehensive guidance that helps clients make...
David is a Partner of Perigon Wealth Management. David works with clients to develop and manage goal-driven financial plans and support those plans with customized investment portfolios. He has a particular expertise in meeting the needs of investment management...
David brings 20+ years of wealth management experience to Perigon. David’s background and expertise center on helping affluent and high net worth individuals make asset allocation, portfolio management and financial planning decisions. He is also highly adept at...
David Scarpello serves as Chief Financial Officer of Perigon Wealth Management, providing executive leadership and strategic oversight to the firm’s finance and technology organization. David is responsible for supporting Perigon’s strategic partners, developing the...
Ms. Creo presently serves as Client Service Associate at Perigon Wealth Management. Dawn has over 30 years experience in the financial industry, and is responsible for company operations and client service support. Her responsibilities include processing all account...