Jake is a graduate from the University of Florida. He began interning with Perigon in February 2024. He is now pursuing the CFP® designation while supporting the advisor team. Jake has many hobbies outside of work such as weightlifting, fishing, cooking, and spending...
Jake is a graduate of the University of Arizona. He started with Perigon as an intern in June of 2022. He is currently working to earn the CFP® designation. When Jake is not working or with friends, you can find him on one of Arizona's many beautiful golf...
Before joining Perigon, Jay spent seven years working in the wealth management industry at Wells Fargo Advisors in both Newport Beach and San Francisco as a Private Client Associate. He and his wife are both from Southern California (go Lakers!), and they have an...
Jeanna joined Perigon as a Trading Associate in 2024. She works hard behind the scenes, servicing both our Wealth Management and Corporate Retirement Plan clients.Jeanna earned her Bachelor of Business Administration from Grand Valley State University and Master of...
Jennifer Shroyer serves as a Private Client Associate at Perigon Wealth. Jen oversees our back-office systems and customer service for Perigon's Reading PA office. She has more than 15 years of experience in various roles including High Net Worth Representative,...
Jeremy Paul serves as the President of Perigon Wealth Management. He holds the Certified Financial Planner™ practitioner credential and is admitted to the legal Bar in New York and New Jersey. Jeremy also earned the Accredited Investment Fiduciary™ professional...
Jessica Elliott joined Perigon in March 2024. She started her career in the financial industry in 1990 and has a comprehensive background that complements her team. As a Private Client Associate, Jessica assists our Wealth Management clients and always strives to...
After receiving his MFA in writing, Jim began a financial career by giving tax advice. Jim founded Weikart Tax Associates (WTA), and his firm thrived. After 34 years, WTA merged with Prager Metis CPAs, and Jim became a wealth advisor with Prager Metis Wealth. He is...
John became a Partner at Perigon Wealth Management in March 2024 and has served in various financial, operations, and business administration functions throughout his career in the investment management industry. Prior to merging with Perigon, John was co-founder, COO...
John E. T. Taylor has been in the financial services industry for over 30 years, providing wealth management solutions to professionals and small business owners. John graduated from the University of Delaware with an MBA in 1985 and a Dean’s Scholar BSBA in Business...
Jonathan is the President of Corporate Development and is currently responsible for M&A, leading the company’s Strategic Plan and ensuring the company is efficiently scaling up through incredible growth. His role at Perigon combines his passion for personal...
Jonathan Masse, CFA®, Sr. Investment Strategist / Wealth Advisor brings more than 25 years of experience to his role at Perigon. Jonathan’s passion is to empower clients with proven financial strategies to accomplish their unique goals and help them “level up” and...