Kolby's BioKolby joined Perigon in late 2021. She is a natural at helping people and creating efficiencies to make their lives easier and save them time. Kolby was raised in the midwest and recently moved to San Francisco from NYC. In her free time she loves making...
Kristina is an experienced financial professional with a passion for helping her clients live their best lives. She provides personalized financial guidance to help clients turn their dreams into reality and achieve greater peace of mind. At the start of 2024, she...
Laura joined Perigon as a Private Client Associate in March 2026, and is based in Des Moines, IA. She has worked in the financial services industry since 2014, primarily in support roles helping advisors and clients stay organized and being the behind-the-scenes...
Lisa Hayes joined Perigon Wealth Management in June 2024. She has been a Certified Financial Planner since 1986, obtaining that accreditation from Adelphi University and subsequently earning the titles of Registered Investment Advisor and Chartered Financial...
Lisa Keim began her career in the financial service industry in 2018 as an office administrator for the Greenville Financial Group. She joined Perigon in 2022, where she continues to support her team in the Delaware and South Carolina offices. She has a long...
Marc empowers clients to take ownership of their financial lives by simplifying complex financial topics. He believes in collaborating with accountants, attorneys, agents and others to provide clients with a well-rounded approach to potentially grow and protect their...
Marcelina Castel de Oro joined Perigon in February 2025. She works with the San Francisco-based financial planning team and is currently pursuing the CFP® designation. Before joining Perigon, Marcelina served in the U.S Navy. After almost 8 years of honorable service,...
Maria Daley has more than 30 years of experience leading business development and relationship management teams at some of the most prominent financial services firms in the U.S. In her most recent position at Choreo, LLC, as Chief Growth Officer & Practice...
Marie Giles is a seasoned financial services professional with over 30 years of industry experience. Prior to joining Perigon Wealth Management in October 2025, Marie spent over a decade at Gitterman Wealth Management, where she honed her expertise and deepened her...
Mark has spent more than 35-years learning the operational aspects of the investment industry and developing the technical skills necessary to keep the office running smoothly. Mark spent several years working for the Baltimore-based stock brokerage firm, Alex. Brown...
“Don’t move from your father’s house to your husband’s house. Learn to stand on your own!” My mother said that to me when I was a girl. At the time, I rolled my eyes, but as I got older, the meaning behind what she said became more and more apparent. I began my...
Matt joined Perigon Wealth Management in July 2024 as a Billing Specialist. Prior to joining Perigon, Matt worked in the promotional snack foods industry and, to answer your question – yes – there were plenty of free snacks. While new to wealth management, Matt brings...