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...
Trever Braunberger is a financial advisor at Perigon Wealth, where he works with a select group of clients with investable assets ranging from $500,000 to over $100 million. His focus is on building tax-efficient, options-driven investment strategies designed to align...
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...