Sheila's Bio
Sheila is excited to have recently joined the Perigon team as a Wealth Advisor in early 2024. She previously held several roles at Prudeo Partners, formerly CFG, starting as a Client Support Specialist in January of 2009. Her role evolved to Financial Advisor and Director of Project Management. Sheila is a Chartered Retirement Planning Counselor®️ and holds her Series 7 and Series 66 securities licenses. She is also a licensed health and life insurance agent.
Sheila graduated Magna Cum Laude from West Chester University with a BA in Political Science in 2001.
Sheila currently resides in Reading, PA with her husband, Michael, and sons, Joshua and Mattie. She enjoys reading, traveling, running, playing the piano, and any activity that involves being active and outdoors with her family.