Broker Check

Our Minnesota Team

Financial Planning That Grows With You


Perennial Financial Services
Branch Locations · Minnesota
City Minnesota

OUR ADVISORS

Julian Locke
 CFP®, ChFC®, CRPC™, CDFA®

Senior Vice President I Financial Advisor

Direct: (651) 998-4540
 julian@perennialfs.com


Ximena Silva-Avila
CFP®, CSRIC®

Vice President | Financial Advisor

Direct: (651) 998-4538
 ximena@perennialfs.com

direct client service associate

Jaime Landsverk

Jaime Landsverk

Client Service Associate

651.998.4530

651.998.4531

OUR Executive Team

Our administration Team

Abner Pacheco

Abner Pacheco

Client Service Manager

(424) 442-2504

(310) 445-2506

Audrey Simeon

Audrey Simeon

Client Service Associate

(424) 442-2501

(310) 445-2506

Salena Scoccolo

Salena Scoccolo

Client Service Associate

(424) 442-2512

(310) 445-2506

Our Investment Committee

Stan Choo

Stan Choo, CFP®

Director - Financial Planning | LPL Registered Representative

(424) 442-2515

(310) 445-2506

Anthony Lee

Anthony Lee, CFA®

Chief Compliance Officer

(424) 442-2575

(310) 445-2506

Christopher Nowakowski

Christopher Nowakowski

Senior Managing Director | LPL Registered Principal

(424) 442-2580

(310) 445-2506

John Petrick

John B. Petrick

Senior Managing Director | LPL Registered Representative

(424) 442-2581

(310) 445-2506

Alan Simeon

Alan Simeon

Managing Director I Financial Advisor

(805) 489-7550

(805) 991-7770

(805) 481-5441

At Perennial Financial Services, our goal is simple: to help you confidently manage the complexities of success while preserving what matters most.