An experienced and committed team

For over 30 years, Perry has provided customized professional guidance, investment management and financial services to individuals, families, endowments and foundations. Perry's disciplined investment philosophy and proprietary investment models are grounded in risk management. He serves as Wealth Management Advisor on the team and facilitates economic and market updates. While Perry will be the first to tell you: "Investments are an important part of one's overall financial plan", they are just a part. He believes sound comprehensive financial planning is the key to achieving your financial goals. Through bull and bear markets, Perry remains committed to providing consistent and reliable service to our clients.

Perry is a CERTIFIED FINANCIAL PLANNER professional, maintains a Certified Investment Manager Analyst (CIMA®) designation, Certified Private Wealth Advisor (CPWA®) designation, and Certified Portfolio Manager (CPM®) designation, in addition to the Series 7 & 66 FINRA securities registrations and State of California Insurance license (#0B37538).

Perry graduated with a B.S. in Marketing and Logistics from the University of Wisconsin-Madison.

California Insurance License #0B37538

Passionate about private wealth planning, Karen serves clients with her innate care for their overall well-being. With 20+ years of industry experience, she supports our team in tailoring financial advice for multi-generational families, corporate executives, and entrepreneurs. Areas of expertise include investment advisory, cash flow management and lending, cross border planning, insurance protection, retirement, wealth transfer, and philanthropy. By collaborating with tax advisors and estate planning attorneys, while leveraging the extensive global resources of UBS, Karen shares insights that help transform personal aspirations into reality through thoughtful goal setting and strategy design. Together with the team, her mission is to inspire clients so that they feel empowered to pursue their dreams and life goals.

Karen holds the Certified Private Wealth Advisor® (CPWA®), is a CERTIFIED FINANCIAL PLANNER professional, and holds the Chartered Retirement Planning Counselor® (CRPC®) designation. Recently, Karen obtained the Global Financial Planning Certificate through the Investments and Wealth Institute (IWI). She also maintains the Series 7 & 66 FINRA Securities registrations and State of California Insurance license (#0D90393). Karen graduated with a Master’s Degree in Civil Engineering from Ghent University in Belgium and is multi-lingual (English, Flemish, French and Italian).

As our Team Administrator, Casey Camacho‑Jones leads the daily operations of the team and champions service excellence for clients, overseeing client onboarding, estate processing, lending, account maintenance, and a full range of operational inquiries. With over 13 years of experience in the financial services industry, Casey has held a variety of roles that reflect a deep commitment to client service, operational excellence, and team development. 

Casey holds Series 7, 9, 10, and 66 licenses, as well as a California insurance license, and earned his B.A. in Communication from San Diego State University.

California Insurance License #0I13836