Beth started her finance career in 2020 at Fountainhead Advisors. She subsequently joined Gitterman Wealth Management in early 2024 and then came to Perigon Wealth Management as a Private Client Associate in October 2025 following a merger between the two firms. A...
Bill Rackley joined Perigon recently in order to leverage the company’s resources and opportunities to collaborate with specialists on behalf of his clients. He started his career as a Financial Advisor at Merrill Lynch’s San Francisco office in 2003 and then...
Brad joined Perigon in March of 2024 as a Financial Planning Associate and serves our Michigan team's Corporate Retirement Plan clients. Brad serves as a key point of contact for many employers and participants of corporate retirement plans, helping deliver a 'best in...
As a Wealth Advisor at Perigon Wealth, Branden Randall develops comprehensive financial plans tailored to his clients' unique priorities. Holding the CFP and APMA certifications, Branden provides guidance in investment management, retirement planning, tax guidance and...
Brian joined Perigon in 2024 as the Director of Operations. He came to Perigon with 25 years of industry experience, having spent the prior 16 years leading operations teams, technology evaluations & implementations, and M&A integrations. Brian is originally...
Brian is a Private Client Associate at Perigon and has been with the firm since its founding in 2004. With over 20 years experience in the financial industry, Brian truly loves the culture at Perigon and working with his colleagues. A job well done and a happy client...
Joining Perigon in 2023 as a Wealth advisor and Partner, Bryce brings over a decade of experience helping clients navigate the capital markets, corporate benefit plans, and household financial planning. Bryce employs an analytical eye for process in building...
Bud is a financial advisor with more than 25 years of experience working closely with individuals, families, non-profit organizations and corporations. As Head of Impact Investing, Bud is responsible for the oversight of Perigon's sustainable investing strategies,...
Caitlin Pilisuk joined Perigon in September 2025. She works with the San Francisco-based financial planning team and is currently pursuing the CFP® designation. Before joining Perigon, Caitlin was an Associate Financial Advisor at MKT Advisors. She’s excited to help...
Chris earned her CPA credential in 1982 after graduating Summa Cum Laude from Indiana State University. She added CERTIFIED FINANCIAL PLANNER™ to her credentials in 1989. She was the owner of recently acquired Baker & Associates. Chris is now a partner with...
Chris has been a Financial Advisor for over 25 years. He specializes in wealth management, financial planning and family dynamics. His clients turn to him as their trusted family CFO and key advisor in all financial (and some family) matters. “I find myself talking...
Christina is a Compliance Associate at Perigon. She has been with Perigon since 2021, starting off as a Private Client Associate. Prior to Perigon, she worked at Morgan Stanley and TD Ameritrade, both as a Financial Advisor and Client Service Associate. She is...