Jonathan is the Chief Operating Officer of Perigon 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...
Josh joined Perigon as a Financial Planning Associate in 2024. Josh is an avid golfer who finds joy in every swing and putt. When he's not working or working on his game, he cherishes quality (but often chaotic) time with his family. Josh also has a passion for...
Julie joined Perigon in 2023 as a Controller. Prior to joining Perigon, Julie worked as a trusted accounting and finance leader at EisnerAmper LLC, with 8+ years of hands-on experience supporting dozens of small to midsize firms. Julie earned her BA in Sociology from...
Justin brings nearly 17 years of experience to Perigon. Justin’s background and expertise are in assisting clients in planning for and maintaining a successful retirement, investment management, risk mitigation, and all areas surrounding financial planning. Justin...
Kanoe Cazimero is a Client Services Associate in Perigon’s Hawaii office. She has been with Perigon for 16 years and brings a spirit of Aloha to everything she does. Kanoe earned a Bachelor of Applied Science (B.A.Sc.) in English Literature from the University of...
Kathy brings to Perigon extensive financial industry experience, having worked at mutual fund companies in Boston for 20 years. She joined Perigon in early 2023 as part of the Stakeholders Capital acquisition. Kathy works closely with the Stakeholders Team to ensure...
Keli serves as a Private Client Associate at Perigon. She has worked in wealth management for the past 4 years in many aspects of client support. Keli currently resides in Michigan with her husband and dog. Keli is a super proud mom of 3 grown children including a US...
Mr. Ballin presently serves as a Wealth Advisor and retirement income planning specialist at Perigon. Ken has over 20 years experience in the financial services industry and most recently served as a specialist at Strategies for Wealth with a focus in the areas of...
Kenny Fincher joined Perigon at the beginning of 2024 as part of the Wealth Advisors, Inc. team. He has been working as an advisor since 1989 and specializes in helping clients with financial planning, investment evaluation, and portfolio management. Kenny has more...
Kim started her career in finance working for LPL Financial in 2021. Since then, she has also worked in Wealth Operations for TD Bank where she received her Series 99 license. She joined Perigon in 2024 as a Private Client Associate. Kim was born and raised in...
Kolby's BioKolby joined Perigon in late 2021. She is a natural at helping people and creating efficiencies to make their lives easier and save them time. Kolby was raised in the midwest and recently moved to San Francisco from NYC. In her free time she loves making...