Perissos was founded with the purpose of bridging the gap between Financial Planning, Tax Planning, Estate Planning and professional Investment Management. We strive to simplify this complexity by walking clients through a step-by-step process, explaining each piece and how they work together.
of COMPREHENSIVE FINANCIAL PLANNING AND PROFESSIONAL ASSET MANAGEMENT”
Founder & CEO, Perissos Private Wealth Management
Our approach to designing your investment portfolio is different. It starts with a deep understanding of where your are in the investment lifecycle. A team of professionals can be brought into the financial planning process, all working together to give you the highest probability of achieving your financial goals.
Brandon is the founder and Chief Investment Officer of Perissos Private Wealth Management, a comprehensive wealth management firm focused on bridging the gap between financial planning, tax planning, estate planning, and asset management, by providing comprehensive private wealth management services.
Brandon is the author of “An Investor’s Guide to Portfolio Strategy Development: Theory, Techniques, & Know-How for Investors and Advisors.” He has also written multiple articles for Stocks and Commodities magazine and Advisor Perspectives.
Brandon has been in the financial industry nearly 20 years. He graduated from the University of Central Oklahoma with a degree in Finance. He then earned the Chartered Financial Analyst (CFA) designation, the Chartered Market Technician (CMT) designation, and the Certified Financial Planner (CFP®) designation. He is a member of the CFA Institute and the CMT Association.
Brandon enjoys reading history, economic history, and biographies in his spare time. He and his wife, Patricia, enjoy bass fishing during the warm season and spending time with family and friends.
Prior to merging her firm with Perissos, Christi founded Falcon Financial of Oklahoma, LLC. Her goal is to help clients achieve their financial and personal goals with as little risk as possible using low-cost, transparent ongoing management.
CERTIFIED FINANCIAL PLANNER© (CFP©) since 2007. Christi also holds the Retirement Income Certified Professional© (RICP©) designation. Her B.S. is in Dental Hygiene, which she practiced for 20 years in four states. She formerly served on the Board of Directors of Washita Capital, a private equity firm in Dallas, TX.
Prior to founding Falcon Financial, Christi interned at Comprehensive Financial Planning, Inc in Oklahoma City. She also served as Director of Christian Education at First United Methodist Church in Oklahoma City.
Christi actively volunteers. She is the past President of the FPA of Central Oklahoma and has been a board member for several years. She also volunteers with BetterInvesting, a non-profit dedicated to educating and empowering individual investors and clubs to be successful long-term investors. She is one of their instructors for local, regional and national events.
In her free time, Christi likes to travel, read, drink coffee with friends and play with her grandchildren.
Prior to merging his firm with Perissos, Greg founded Biggs Financial in 1999, and since has been assisting individual and corporate clients with a vast array of financial services.
Greg’s expertise has grown into the specialization of asset management through the use of technical analysis. Greg also focuses on corporate retirement plans. Greg holds Series 6, 7, and 66 licenses. He is also an Accredited Investment Fiduciary and is a member of the National Association of Insurance and Financial Advisors. Greg’s focus is asset management for individuals, corporations, associations, and foundations. He also oversees corporate retirement plans for various companies in Oklahoma.
Greg is an active member of his church, The United Methodist Church of the Servant where he has served as Chairman of the Finance Committee. He is also an active member of the Association of General Contractors Building Chapter where he has served as Finance Committee Chairman and member of the board.
Greg is married to wife Anna and has two children, Audrey and Graeme. He enjoys golf and music, and plays the drums for the worship band at his church.
Tanner has more than dozen years of experience in general accounting; in addition, a decade of tax experience in public accounting. Knowledgeable servicing both businesses and individuals with their tax needs, and a wide variety of clients and industries. His career has focused on assisting clients with simple and complex tax situations.
He is the founder of Mollman CPA, PLLC Tax & Accounting. Tanner has partnered with Perissos Private Wealth Management to provide Tax Planning and Tax Preperation for our clients.
Call us at 405.212.9690 or click the ‘Let’s Talk’ button to send us a message.
Investment advisory services are offered through Perissos Private Wealth Management, an Oklahoma-registered investment advisor. This site is published for residents of the United States only. Investment advisor representatives of Perissos Private Wealth Management may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all the services referenced on this site are available in every state and through every advisor listed.
