The Client Services Team at Perigon Wealth Management, LLC is responsible for providing exceptional support to clients by facilitating the implementation and maintenance of personalized financial plans. The team ensures seamless communication between clients and financial advisors, handles administrative tasks, and addresses any client inquiries to enhance overall client satisfaction and trust. They play a vital role in maintaining the high standard of service that Perigon Wealth Management prides itself on.
Anna Marie Grosso
Private Client Associate
Annette Wilson
Private Client Associate
Branden Randall
Private Client Associate, Para...
Brenda Caldwell
Private Client Associate
Brian Smith
Private Client Associate
Brian Stone
Private Client Associate
Christina Amor
Private Client Associate
Dawn Creo
Private Client Associate
Doris Chin
Private Client Associate
Jay Liang
Private Client Associate
Jessica Elliott
Private Client Associate
Kanoe Cazimero
Associate | Client Services
Kathy Armstrong
Private Client Associate
Kathy O'Rourke Armst...
Private Client Associate
Keli Oldham
Private Client Associate
Kolby Giddings
Private Client Associate
Lisa Keim
Private Client Associate
Michelle Bishop
Private Client Associate
Susanna Pinto
Private Client Associate
Tina Rana
Private Client Associate
Tracy Canning
Director, Client Services
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