Doug Wheat is a Wealth Advisor with Perigon Wealth Management. Doug has a passion for helping his clients achieve their financial goals while making a positive impact on the world. Prior to joining Perigon, Doug was a Wealth Advisor for Goldman Sachs Personal...
Edmond has spent his career in the financial services industry helping individuals and businesses address their current and future financial needs. He excels in developing a plan for his clients to potentially help build and protect their assets while keeping tax...
Eric Jardine, Wealth Advisor / Operations, bring 20 years of investment and technology experience to his role at Perigon. As an investment advisor, Eric manages portfolios and coaches advisors on best practices to grow and service their clients. Over the last decade,...
Eric’s career is centered on providing comprehensive wealth management and assisting those in need of sound counsel. He is actively involved in investment management, securities research, and providing wealth planning advice. Eric’s expertise is in providing...
Gama (short for Gamaliel) is a financial planning associate at Perigon Wealth Management. A Tucson native, he now works with the San Francisco-based Perigon team, helping clients plan for their futures and achieve their financial goals. He earned his B.S. in Personal...
George has spent more than 30-years fine tuning his craft of investment portfolio management in order to manage money for his clients with what he believes are the most successful techniques and disciplines available. Just like all investments are not the same, all...
I help people see, recognize and create value. When I discovered the paradigm of sustainable development, I saw it as a viable alternative to our current capital markets mindset as taught in university economic departments. Ever since I have enjoyed expressing my...
Irene joined Perigon in 2022 through a merger with Nauset Wealth Management where she had been part of the team since 2017. Her primary responsibilities include financial planning, client servicing and investment research. Irene joined Nauset from the Tradex Group, an...
Jake is a graduate of the University of Arizona. He started with Perigon as an intern in June of 2022. He is currently working to earn the CFP® designation. When Jake is not working or with friends, you can find him on one of Arizona's many beautiful golf...
Before joining Perigon, Jay spent seven years working in the wealth management industry at Wells Fargo Advisors in both Newport Beach and San Francisco as a Private Client Associate. He and his wife are both from Southern California (go Lakers!), and they have an...
Jeanna joined Perigon as a Trading Associate in 2024. She works hard behind the scenes, servicing both our Wealth Management and Corporate Retirement Plan clients.Jeanna earned her Bachelor of Business Administration from Grand Valley State University and Master of...
Jeremy Paul serves as the President of Perigon Wealth Management. Jeremy holds the CERTIFIED FINANCIAL PLANNER™ practitioner credential and is admitted to the legal Bar in New York and New Jersey. Jeremy also earned the Accredited Investment Fiduciary™ professional...