With over 35 years in the financial services industry, Perry provides knowledgeable guidance to help clients pursue their goals. He offers comprehensive financial planning services for successful families, retirees and business owners, with expertise in investment management. A caring and committed problem solver, Perry crafts tailored financial strategies to support clients’ confidence in their financial futures as they pursue their objectives. Perry has attained the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning. Before joining our team, Perry was first vice