Michelle has been a trusted partner to Tom Tolleson and his clients since 2007, bringing a wealth of experience, consistency, and care to every interaction. In 2024, she expanded her role by joining Perigon’s Compliance Department, where her attention to detail and...
Nichole is a Private Client Associate at Perigon, where she supports clients with personalized service and a detail-oriented approach. She is dedicated to fostering strong relationships and ensuring each client's experience reflects Perigon's commitment to excellence...
Noah has been working professionally in finance and technology for over 10 years prior to joining Perigon Wealth Management in 2023. He specializes in data analytics, problem solving, reporting, researching, and documentation. In his current role of Master Data...
Nolan joined Perigon in 2025 as a Financial Planning Associate and holds his Series 65 license. Previously, he played in the NFL for four years with the New Orleans Saints, Arizona Cardinals, Indianapolis Colts, and Tampa Bay Buccaneers. Following his playing career,...
As a Private Client Associate at Perigon Wealth, Olga aims to advance the ideals of the company by leveraging her banking experience along with her attention to detail. She strives to provide our clients with superb customer service and engaging interactions. Olga...
Olivia is the Human Resources Generalist at Perigon Wealth Management, bringing a strong foundation in HR operations and compliance. She holds a Master’s degree in Business Administration with a concentration in Human Resources and has comprehensive experience in...
Paul Drolson joined Perigon at the beginning of 2024 as part of the Wealth Advisors, Inc. acquisition. Paul previously founded Wealth Advisors in 2003 after working in several leadership positions both in business and finance for more than 20 years. He is a Certified...
Philip Hart co-founded Perigon and serves as serves as the principal portfolio manager of the firm’s blue chip equity strategy and taxable and tax-free individual bond portfolios. Mr. Hart was previously a Senior Vice President at Bishop Street Capital Management...
Rachel Elson, CFP® (she/her) is a wealth advisor at Perigon Wealth Management, providing full-service financial planning and wealth management services. Her clients tend to be in their 30s and 40s, many of them tech industry employees in San Francisco, New York and...
Rafia Hasan, CFA, CFP® is Chief Investment Officer of Perigon Wealth Management. She is responsible for Perigon's investment strategies and supporting the firm's growing advisor team — regardless of affiliation model — by providing the resources and support they need...
Rick works with individuals and families to design financial strategies that bring clarity and confidence to their long-term plans. As a fiduciary advisor, he helps clients align investments, planning, and risk management with their personal goals and priorities. With...
Robert Hardwick serves as a Wealth Advisor assisting clients with financial planning, portfolio oversight, and retirement plan solutions. Previously, Rob worked at a New Jersey based registered investment advisory firm servicing individuals, families and small...