Family. Wealth. For Generations.

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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 maintains the Certified Financial Planner (CFP®), Certified Investment Manager Analyst (CIMA®), Certified Private Wealth Advisor (CPWA®) and Certified Portfolio Manager (CPM®) designations, 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.

• Accredited Wealth Management Advisor
• CERTIFIED FINANCIAL PLANNER
• Certified Investment Management Analyst
• Certified Private Wealth Associate®
• Certified Portfolio Manager

• CA
• DC
• MA
• MI
• NC
• NV
• NY
• OH
• OR
• TN
• TX
• VA
• WA

Passionate about private wealth planning, Karen serves clients with her innate care for their overall well-being. With 20+ years of industry experience, Karen 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, we share insights that help transform personal aspirations into reality through thoughtful goal setting and strategy design. Our 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®), Certified Financial Planner™ (CFP®) and Chartered Retirement Planning Counselor® (CRPC®) designations. 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).

• Yale School of Management , Executive Education: Investment Management Theory & Practice (a CPWA® Certification Registered Education Program): 2024 - 2024
• Investments & Wealth Institute, Global Financial Planning Essentials Certificate Program: 2025 - 2025
• Ghent University, Belgium, Master’s Degree, Burgerlijk Ingenieur Bouwkunde (Civil Engineering)
• Ghent University, Belgium, Qualified Teacher’s Degree for Higher Secondary Education in Applied Sciences (great distinction)

• CERTIFIED FINANCIAL PLANNER
• Chartered Retirement Planning Counselor
• Certified Private Wealth Associate®

• AK
• CA
• GA
• MI
• NC
• NV
• NY
• TX
• WA

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.

• AK
• CA
• MA
• MI
• NC
• NV
• OR
• TX
• UT
• WA

Madeleine is a Registered Client Service Associate with over nine years of experience in the financial services industry, distinguished by her dedication to exceptional client service and her ability to support complex wealth management relationships. In her role, she oversees a broad range of responsibilities, including client communication, operational execution, financial plan formation, scheduling and review coordination, and digital engagement. Madeleine is deeply committed to delivering a seamless and proactive client experience—anticipating needs, facilitating informed decision‑making, and ensuring that every interaction reflects the highest standard of care.

With a strong passion for working with families, Madeleine approaches each relationship with empathy and an unwavering focus on long‑term planning. She draws on her knowledge of financial strategies to help clients gain confidence in their goals, working collaboratively with advisors and internal partners to ensure all expectations are consistently exceeded.

Madeleine holds Series 7 and 66 FINRA registrations as well as the State of California Insurance License (#4374962). She is a graduate of the University of San Diego, where she earned a Bachelor of Arts in Communication Studies with an emphasis in Business Administration.