DP Team Members Articles

Marie Giles

Marie Giles

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...

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Mark Edwards

Mark Edwards

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...

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Mary Ballin, CFPĀ®, CDFAĀ®

Mary Ballin, CFPĀ®, CDFAĀ®

ā€œDon’t move from your father’s house to your husband’s house. Learn to stand on your own!ā€ 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...

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Matt DeNicola

Matt DeNicola

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...

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Matthew Torkelson

Matthew Torkelson

Joining Perigon in 2023 as an Wealth Advisor, Matthew Torkelson is dedicated to helping clients grow and protect their legacies. With a passion for capital markets and a deep understanding of investment strategies, Matthew is committed to providing his clients with...

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Melissa Gardner

Melissa Gardner

Melissa joined Perigon in 2022 through a merger with Nauset Wealth Management, where she had been part of the team since 2009. Her primary responsibilities include financial planning, client servicing and client reporting. Melissa has extensive experience in...

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Michael Krumholz

Michael Krumholz

As an industry veteran, Mike had always worked as an independent advisor. In 2024, he became a Partner and Wealth Advisor at Perigon, a firm that shares the values and culture he strived for throughout his career. Mike graduated with an Economics degree with a minor...

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Michael Lombardo, CFPĀ®

Michael Lombardo, CFPĀ®

Michael Lombardo is a Partner of Perigon Wealth Management. As a Wealth Advisor, Michael works with clients to design and develop financial goals and plans then creates and manages customized client portfolios. In addition to 25+ years of experience, Michael is a...

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Michael Mignosi

Michael Mignosi

Michael Mignosi is the Senior Director of Organic Growth at Perigon, where he leads marketing and business development strategies to drive new client acquisition and retention. A seasoned growth leader with over a decade of experience, Michael has spearheaded...

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Michelle Bishop

Michelle Bishop

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...

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Nicholas Woldesalasie

Nicholas Woldesalasie

Nicholas ā€œWodoā€ Woldesalasie serves as a Technology Associate at Perigon Wealth Management, joining the team in 2026. He brings over 15 years of multi-industry experience across corporate, educational, and retail sectors. Throughout his career, Nick has specialized in...

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Nichole Martin

Nichole Martin

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...

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