Your Team
Meet your Perigon team, more than 30 professionals who share one goal – helping you succeed.

Kenneth F. Ballin RICP®
Wealth Advisor

Mary Ballin CFP®, CDFA™
Wealth Advisor

Tracy Canning
Private Client Associate

Kanoe Cazimero
Private Client Associate

Doris Chin
Private Client Associate

Dawn Creo
Private Client Associate

Scott Elisha
Lead Option Strategist | Wealth Advisor

Rachel Elson, CFP®
Wealth Advisor

Bill Gordon
Wealth Advisor

Anna Marie Grosso
Private Client Associate

Dev Gupta CFP®
Lead Option Strategist | Wealth Advisor

David Hale CFP®
Wealth Advisor

Andrea Hamilton CFP®
Wealth Advisor

Robert N. Hardwick CFP®
Wealth Advisor Associate

Phil Hart
Founder | Wealth Advisor

Jonathan Horst CFP®
Wealth Advisor

Jonathan Hoy
Head of Advisor Success | COO

Eric Jardine CFA®
Operations | Wealth Advisor

Maya Joelson
Sr. Investment Strategist | Wealth Advisor

Nancy Kaur
Private Wealth Associate

Dean Kuhlkin CFA®, CPA
Wealth Advisor

Dermott Larkin
Wealth Advisor

Thomas J. Manetta
Wealth Advisor

Danny McAuliffe CFP®
Head of Planning | Wealth Advisor

Roy Manriquez
Wealth Advisor

Jonathan Masse CFA®
Sr. Investment Strategist | Wealth Advisor

Dan Newhall
Head of Partnerships | CCO

Jeremy Paul JD, CFP®, AIF®, CDFA™
President | Partner

Chuck Pinson-Rose
CFO | Co-CIO

Bill Rackley
Wealth Advisor

Tina Rana
Private Client Associate

Brian Stone
Private Client Associate

Bud Sturmak CFP®, AIF®
Partner | Co-CIO

Justin Wilson, CFP®, CFS
Wealth Advisor

Scott A Yi, CFA®
Wealth Advisor

Ana Zaldua
Operations Senior Associate

Phil Hart
Founder | Wealth Advisor

Jonathan Hoy
Head of Advisor Success | COO

Dan Newhall
Head of Partnerships | CCO

Jeremy Paul JD, CFP®, AIF®, CDFA™
President | Partner

Chuck Pinson-Rose
CFO | Co-CIO

Bud Sturmak CFP®, AIF®
Partner | Co-CIO