Who We Are

Our Team of Financial Professionals

our team of financial professionals

We’re moms, dads, sons and daughters. We’re passionate about our work and motivated by our personal pursuits. Simply put, we’re a lot like you. Our financial planning and investment advisory team: from left, Jim Mailliard, Mike Larriva, Mike McCann, Shannon Curkendoll, Patrick Eng, Lupe Camargo.

Meet Our Team of Financial Professionals

Having many seasoned professionals within our office creates a broad pool of knowledge and increased perspective. Each of us has unique talents and specific functions that come together to provide our clients with broad-based, high-quality, personalized service. Collectively, our firm’s professional designations, accreditations, affiliations and education include:

  • Master of Business Administration
  • Master of International Management

Join Our Team
Please Note Limitations: The achievement of any professional degree, designation, certification, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Perspective is engaged, or continues to be engaged, to provide investment advisory services.