Our Team
Jack R. Perry, CFP®, AIF®
jack@perrywealthmanagement.com
Jack Perry is a CERTIFIED FINANCIAL PLANNER™ practitioner, Accredited Investment Fiduciary® , Professional Plan Consultant® and President of Perry Wealth Management. He nearly 40 years’ experience in the financial...
Julia Dick
Client Service Associate
julia@perrywealthmanagement.com
Julia Dick is an experienced senior client associate. She helps individuals and families throughout their journey with our firm. The reason she works in the financial services industry is because she wants to help people pursue their...
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