Michael Lombardo is a Partner of Perigon Wealth Management. As a Wealth Advisor, Michael works with clients to design and develop financial goals and plans then creates and manages customized client portfolios. In addition to 25+ years of experience, Michael is a...
Michelle has worked with Tom Tolleson and his clients since 2007. With over 15 years of experience in the financial services industry, she looks forward to furthering those relationships. Michelle and Tom joined Perigon in 2022 and are excited to see where this...
Nigel is a Wealth Advisor with a Certified Financial Planner (CFP®) designation. He joined Perigon in 2023 where he focuses on assisting clients with financial planning, retirement solutions and portfolio management. Nigel is a graduate of Cal Poly Pomona with a...
Noah has been working professionally in finance and technology for over 10 years prior to joining Perigon Wealth Management in 2023. He specializes in data analytics, problem solving, reporting, researching, and documentation. In his current role of Master Data...
As a Private Client Associate at Perigon Wealth, Olga aims to advance the ideals of the company by leveraging her banking experience along with her attention to detail. She strives to provide our clients with superb customer service and engaging interactions. Olga...
Paul Drolson joined Perigon at the beginning of 2024 as part of the Wealth Advisors, Inc. acquisition. Paul previously founded Wealth Advisors in 2003 after working in several leadership positions both in business and finance for more than 20 years. He is a Certified...
Philip Hart co-founded Perigon and serves as Perigon’s Chief Investment Officer. Mr. Hart also serves as the principal portfolio manager of the firm’s blue chip equity strategy and taxable and tax-free individual bond portfolios. Mr. Hart was previously a Senior Vice...
Rachel Elson, CFP® (she/her) is a wealth advisor at Perigon Wealth Management, providing full-service financial planning and wealth management services. Her clients tend to be in their 30s and 40s, many of them tech industry employees in San Francisco, New York and...
Rafia Hasan, CFA, CFP® is Chief Investment Officer of Perigon Wealth Management. She is responsible for Perigon's investment strategies and supporting the firm's growing advisor team — regardless of affiliation model — by providing the resources and support they need...
Rhoda assists with financial planning and investment management for the Perigon Michigan team. She also serves as the relationship manager for a select group of clients. Rhoda enjoys the variety her work provides and is excited to help clients work towards achieving...
Robert Hardwick serves as a Wealth Advisor assisting clients with financial planning, portfolio oversight, and retirement plan solutions. Previously, Rob worked at a New Jersey based registered investment advisory firm servicing individuals, families and small...
Bob Sloan has accomplished a great deal in his very successful career, but above all, he is passionate about relationships and managing money. It comes through in the way he customizes each client experience based on their unique situation and goals; in the way he...