Your Team

Our years of experience in planning, protecting and managing individual, family and business finances allows us to provide exceptional client service. Meet the team helping you manage your wealth with clarity, efficiency, and purpose.

Paul Drolson, CFP®

Certified Financial Planner™, CFP®

858.481.4088 ext. 1

pdrolson@perigonwealth.com

Paul Drolson joined Perigon at the beginning of 2024 as part of the Wealth Advisors, Inc. acquisition. Paul previously founded Wealth Advisors in 2003 after working in several leadership positions both in business and finance for more...
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Kenneth Fincher, ChFC®

Chartered Financial Consultant®

858.481.4088 ext. 2

kfincher@perigonwealth.com

Kenneth Fincher joined Perigon at the beginning of 2024 as part of the Wealth Advisors, Inc. team. He has been working as an advisor since 1989 and specializes in helping clients with financial planning, investment evaluation, and...
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Timothy Kaiser

Financial Advisor

858.481.4088 ext. 3

tkaiser@perigonwealth.com

Tim Kaiser joined Perigon at the beginning of 2024 as part of the Wealth Advisors, Inc. acquisition. He has been working as a financial advisor since 2018 and specializes in helping clients with investment evaluation and planning and...
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Trever Braunberger

Wealth Advisor

725.277.2730

trever.braunberger@perigonwealth.com

Trever Braunberger is a Wealth Advisor at Perigon Wealth Management, bringing a structured and analytical approach to financial planning. With a background in systems engineering and project management, Trever specializes in crafting...
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Our Certifications

Our advisors have earned the industry’s most distinguished certifications in order to provide the highest level of professional services based on the leading-industry standards and regulations. These include:

Certified Financial PlannerTM (CFP)®: we utilize the official standards set forth by the CFP® Board of Standards when working with clients and always put their interests first. By abiding by these standards, we provide the highest ethical and professional standards in the industry and apply industry-leading methods for comprehensive financial planning.

            

Chartered Financial Consultant® (ChFC)®: our advisors are well-equipped to provide the latest and most comprehensive financial advice on a diverse range of financial matters including risk management, retirement, tax, estate, personal financial planning and investment strategies, as well as more specialized needs including divorce, financial planning for special needs and behavioral finance strategies.