Team

Bart R. Albrigo

Senior Vice President

(310) 445-2506

Bart Albrigo is a Senior Vice President and wealth management advisor at Perennial Investment Advisors in our Arizona office. Being in the financial services industry for more than 29 years as a wealth advisor, Bart has developed...

Jason Good

Financial Advisor

(208) 841-6904

jason@perennialia.com

Jason R. Good believes that his job as a financial advisor is to help his clients make their lives better. Household finances are complex and daunting at times and having a trusted advisor in your corner is essential for success....

Susan Della Penna

Client Service Associate

Susan Della Penna is a Client Service Associate with Perennial Investment Advisors, LLC. She has extensive experience within the Building Services industry in sales, operations, customer relations and holds a LEED Green Certification...

Anthony Lee, CFA

Chief Compliance Officer

(424) 442-2575

(310) 445-2506

anthony@perennialia.com

Tony Lee is the Chief Compliance Officer for Perennial Investment Advisors. His main responsibilities include managing and overseeing all aspects of the firm’s compliance program and promoting a strong culture of compliance of...

Audrey Kettering

Client Service Associate

(424) 442-2501

(310) 445-2506

audrey@perennialia.com

Audrey Kettering has been working in the financial services industry for 12 years. She began her career at Edward Jones Investments, where she held the role of Branch Office Administrator (BOA), and was responsible for all front office...

Kenji Martinez

Chief Technology Officer

(805) 991-7772

kenji@oversightit.com

Kenji found his passion for helping his community at an early age. Kenji found a way to connect his early technological roots to the greater community, and local businesses through mentorship for at risk minority teens. Through this...