Susan handles the marketing, public relations and communications for the Stakeholders Capital Team that joined Perigon in the Spring of 2023. She has been with the firm since its inception, and is passionate about educating people about how their investments can...
Susanna was born in Hong Kong and raised in Boston, where she started her career in financial services and met her husband. After working in relocation and human resources, and living in different countries, she found her passion in empowering others during her time...
Tom entered the financial services industry in 1993 after graduating from St. John’s University with a BS in marketing. He joined Prager Metis/PM Wealth Management in August 2016 after stints with Wealth Advisory Group and the home offices of AIG Royal Alliance and...
Tim Kaiser joined Perigon at the beginning of 2024 as part of the Wealth Advisors, Inc. acquisition. He has been working as a financial advisor since 2018 and specializes in helping clients with investment evaluation, planning and portfolio management. Tim's focus is...
Tina serves as a Private Client Associate at Perigon Wealth Management. She has over 20 years of experience in the financial services industry, working both in the US and UK. She assists with all aspects of client service support. Tina joined Perigon Wealth in May...
Tinisha recently joined Perigon in 2024 as a Records Management Specialist. Prior to joining Perigon, Tinisha worked as a Client Relationship Specialist at Millennium Trust Company, LLC. She has 5+ years of experience working for large corporations such as Halliburton...
Tom has been in the wealth management industry for over 35 years. Both his grandfathers started businesses in Atlanta, Georgia, but because of inadequate planning neither of their businesses are still in the family. This experience profoundly motivates him to help...
Tracy joined Perigon Wealth Management in 2018 and serves as a leader on the Client Service Team and also serves the Transition Team. Prior to joining Perigon, Tracy worked as the Program Manager at CFA Society San Francisco, offering the region’s CFA Charterholders...
Tracy is currently a Private Client Associate with Perigon. She has over 18 years of experience in the Financial Industry. Over the last 5 years, she supported multiple advisors and helped aide in the process and growth of the firm. She was born and resides in the...
Tyler’s passion for his work is found in his deep care for people’s wellbeing. It was a series of unfortunate family events growing up that led him to a career in financial planning and he excels at helping his clients protect and achieve their financial goals. He...
Since 1995, I have been a 401(k) advisor to small businesses, and personal wealth advisor to entrepreneurs and their families. My practice spans the United States, primarily in Michigan. My services are provided on a fee-based basis to ensure the advice is unbiased...
As a Wealth Advisor at Perigon, Viviana focuses on building impactful relationships with clients and bringing new ideas to our firm. Clients connect with her on a wide range of topics for financial success. Viviana works closely with members of her team to ensure...