Keli's Bio
Keli serves as a Private Client Associate at Perigon. She has worked in wealth management for the past 4 years in many aspects of client support.
Keli currently resides in Michigan with her husband and dog. Keli is a super proud mom of 3 grown children including a US Marine, a film/media creative specialist, and an applied math major.
Keli's Team

Alexandra Quitko Baranski, CPA
Wealth Advisor

Anna Marie Grosso
Private Client Associate

Bud Sturmak, CFP®
Head of Impact Investing | Partner

Dawn Creo
Private Client Associate

Edmond Sukalic
Wealth Advisor

Emily Gillings Fornwalt
Private Client Associate

Jake Paraiso
Financial Planning Associate

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

Jim Weikart
Wealth Advisor

Keli Oldham
Private Client Associate

Kenneth Ballin, RICP®
Financial Planning Associate

Marc Specht, CFP®, AIF®, SE-AWMA®, RFC®
Partner | Head of Sports and Entertainment

Robert Hardwick, CFP®
Wealth Advisor

Steven Bernknopf, MSF, CFP®, EA
Wealth Advisor

Thomas Haggerty, AWMA®, CRPC®, CFS®, CIS™, CAS®, CMFC®
Wealth Advisor

Tina Rana
Private Client Associate