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®
Kenneth Fincher, ChFC®
Chartered Financial Consultant®
Timothy Kaiser
Financial Advisor
Trever Braunberger
Wealth Advisor
trever.braunberger@perigonwealth.com
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.

