Family. Wealth. For Generations.

• AK
• AZ
• CA
• CO
• DC
• DE
• FL
• GA
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• IL
• IN
• LA
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• MN
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• NJ
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• OH
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• RI
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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
• CO
• MA
• MI
• NC
• NV
• NY
• OR
• TN
• TX
• WA

Drawing on her passion for personal finance, Karen serves clients with her innate care for their overall well-being. In her role as a Sr. Wealth Strategy Associate and with 20+ years of industry experience, she works closely with the Financial Advisor to provide goals-based financial planning and to develop tailored wealth management solutions to multi-generational families, corporate executives and entrepreneurs. With focus on helping clients attain life goals, Karen assists in in assessing the unique characteristics and needs of client families and then harnessing suitable capabilities in the areas of investment advisory, lending, legacy advisory and philanthropy.

Karen holds the Certified Private Wealth Advisor^® (CPWA^®), Certified Financial Planner™ (CFP^®) and Chartered Retirement Planning Counselor^® (CRPC^®) designations. 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
• 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
• CO
• MI
• NC
• NV
• NY
• OR
• TX
• WA

As our Team Administrator, Pamela, is responsible for ensuring the efficiency of our team operations and streamlining the processes for our clients. She oversees the intricacies of client service onboarding, estate processing, lending, account maintenance, and responds directly to a full range of operational inquiries. Beginning her career in the financial services industry 30 years ago, her expertise includes the areas of compliance, management and administration. Pamela’s passion for creating a premium experience for client relationships sets our team apart from all others…

Pamela holds the following Series 7, 63, 66, 9, and 10 FINRA securities licenses. She earned her B.S. in Business Administration from California State University San Marcos.

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

Madeleine manages client relationships and coordinates team initiatives. As the Registered Client Service Associate for the team, working for over seven years in the financial services industry, she handles a variety of client inquiries, scheduling, reviews, operational tasks, and digital engagement. She has a passion for working with families, delivering exceptional client service and understanding financial planning to ensure all expectations are exceeded on a daily basis.

Madeleine holds the Series 7 & 66 FINRA securities registrations and State of California Insurance License (#4374962). Madeleine graduated from the University of San Diego, earning a B.A. in Communication Studies with an emphasis in Business Administration.