Your Team
Meet your Perigon team, more than 100 professionals who share one goal – helping you succeed.
Abegael Fleming
Human Resources Manager
Andrew Dimaio
Mergers and Acquisitions Analyst
Annette Wilson
Private Client Associate
Bill Gordon, CDFA
Wealth Advisor
Brad Bell
Financial Planning Associate
Chris Saunders
Operations Senior Associate
Glen Walden
Trading Associate
Jake Paraiso
Financial Planning Associate
Jake Sierka
Financial Planning Associate
Jeanna Dove
Trading Associate
Jim Weikart
Wealth Advisor
Josh Krumholz
Financial Planning Associate
Julie Liu-Richardson
Controller
Kenny Fincher, ChFC®
Wealth Advisor
Kim Purkey
Private Client Associate
Kolby Giddings
Private Client Associate
Lisa Hayes, CFP, ChFC, AIF
Wealth Advisor
Maria Daley, CFP®
Head of Advisor Success & Integration
Matt DeNicola
Billing Specialist
Melissa Gardner
Client Service Advisor
Michael Krumholz
Partner, Wealth Advisor
Olga-Maria Miller
Private Client Associate
Rafia Hasan CFA, CFP®
Chief Investment Officer
Robert Sloan
Wealth Advisor
Samantha Janni
Private Client Associate
Sandra M. Kerr, CFP®, AIF®
Partner & Wealth Advisor
Sara Smith
Operations Associate
Stephen Sparolini
Wealth Advisor
Tinisha Pierce
Records Management Specialist
Tracy Mack
Private Client Associate
Viviana Mattos
Wealth Advisor