Keli's Bio
Keli serves as a Private Client Associate at Perigon. She has worked in wealth management for the past 4 years in many aspects of client support.
Keli currently resides in Michigan with her husband and dog. Keli is a super proud mom of 3 grown children including a US Marine, a film/media creative specialist, and an applied math major.
Keli's Team
Alexandra Quitko Baranski, CPA
Wealth Advisor
Anna Marie Grosso
Private Client Associate
Bud Sturmak, CFP®
Head of Impact Investing | Partner
Dawn Creo
Private Client Associate
Edmond Sukalic
Wealth Advisor
Emily Gillings Fornwalt
Private Client Associate
Jake Paraiso, CFP®
Financial Planning Associate
Jeremy Paul, JD, CFP®, AIF®, CDFA™
President | Wealth Advisor | Partner
Jim Weikart
Wealth Advisor
Joshua Kloewer
Trading Associate
Keli Oldham
Private Client Associate
Kenneth Ballin
Financial Planning Associate
Marc Specht, CFP®, AIF®, SE-AWMA®, RFC®
Wealth Advisor | Partner
Nolan Cooney
Financial Planning Associate
Robert Hardwick, CFP®
Wealth Advisor
Steven Bernknopf, MSF, CFP®, EA
Wealth Advisor
Thomas Haggerty, SE-AWMA®, CRPC®, CFS®, CIS™, CAS®, CMFC®
Wealth Advisor
Tina Rana
Client Service Manager