Kristina is an experienced financial professional with a passion for helping her clients live their best lives. She provides personalized financial guidance to help clients turn their dreams into reality and achieve greater peace of mind. At the start of 2024, she...
Lisa Hayes joined Perigon Wealth Management in June 2024. She has been a Certified Financial Planner since 1986, obtaining that accreditation from Adelphi University and subsequently earning the titles of Registered Investment Advisor and Chartered Financial...
Lisa Keim began her career in the financial service industry in 2018 as an office administrator for the Greenville Financial Group. She joined Perigon in 2022, where she continues to support her team in the Delaware and South Carolina offices. She has a long...
Manuel embarked on his journey in the financial services sector as an Insurance Producer back in 2018. Graduating with a Bachelor of Science Degree from Franklin University in 2020, he swiftly transitioned into the role of a wealth advisor, driven by a distinct ethos:...
Marc empowers clients to take ownership of their financial lives by simplifying complex financial topics. He believes in collaborating with accountants, attorneys, agents and others to provide clients with a well-rounded approach to potentially grow and protect their...
Maria Daley has more than 30 years of experience leading business development and relationship management teams at some of the most prominent financial services firms in the U.S. In her most recent position at Choreo, LLC, as Chief Growth Officer & Practice...
Mark has spent more than 35-years learning the operational aspects of the investment industry and developing the technical skills necessary to keep the office running smoothly. Mark spent several years working for the Baltimore-based stock brokerage firm, Alex. Brown...
“Don’t move from your father’s house to your husband’s house. Learn to stand on your own!” My mother said that to me when I was a girl. At the time, I rolled my eyes, but as I got older, the meaning behind what she said became more and more apparent. I began my...
Matt joined Perigon Wealth Management in July 2024 as a Billing Specialist. Prior to joining Perigon, Matt worked in the promotional snack foods industry and, to answer your question – yes – there were plenty of free snacks. While new to wealth management, Matt brings...
Joining Perigon in 2023 as an investment advisor, Matthew Torkelson is dedicated to helping clients grow and protect their legacies. With a passion for capital markets and a deep understanding of investment strategies, Matthew is committed to providing his clients...
Melissa joined Perigon in 2022 through a merger with Nauset Wealth Management, where she had been part of the team since 2009. Her primary responsibilities include financial planning, client servicing and client reporting. Melissa has extensive experience in...
As an industry veteran, Mike had always worked as an independent advisor. In 2024, he became a Partner and Wealth Advisor at Perigon, a firm that shares the values and culture he strived for throughout his career. Mike graduated with an Economics degree with a minor...