Dan has been helping clients gain financial independence for a very long time. He is the principal and founder of Peregrine Asset Advisers. Dan is the chief investment manager for the firm, and he is responsible for investment selection for Peregrine clients so that their assets can flourish.
Dan is the Chief Compliance officer for Peregrine. This role ensures that Peregrine will follow policies and procedures in the interests of their clients.
Dan and other Peregrine staff perform client reviews, updates, and financial planning.
Dan has a BA cum laude in economics from The University of Colorado.
Dan recognizes the need for people’s money to work for them. “Life is hard. People have many difficulties – illness, jobs, and frayed relationships. Money does not fix these problems. But very often it can lighten these burdens. “
“If money grows rapidly, people can use their gains to help themselves or other people in whatever problems they face.”
“This is why it is vital for people to get a good return on their assets. “
Dan and his wife, Cendi, live in Hillsboro and have three grown children, Audrey, Margo, and Jack.
Audrey and her husband, Jeremy Roloff, and their children live in Hillsboro. They are influencers and conduct a Christian Faith ministry through their writing and publishing. Margo lives in San Diego and works for PAE, a leader in sustainable engineering design. Jack is a videographer of renowned acclaim and is the creator of the adventure video series “Keep the Stoke Alive”. He resides in Scottsdale.
Dan’s brother Chris just happens to be the famous, Grammy award-winning trumpet master and jazz artist.
When not at work at Peregrine, Dan is inspired to visit with friends and follow the pursuits of his family.
Carol is a master of brokerage and custody. She anchors the vital component of establishing financial accounts for Peregrine clients. She is in charge of new client transitions and can make certain that any client request is fulfilled.
“I strive to forge a close relationship with my clients and am able to understand their needs and priorities as they do. And with that knowledge, I work harder, smarter, and better than my peers in the industry.”
Carol efficiently brings a human element to the maze of voice mail prompts that you see so frequently from financial organizations. Carol is an investment adviser and in this role, she is able to solve very complex problems as well as perform portfolio reviews and updates.
“Perseverance and being a capable liaison is foremost to advocating for my clients. There is no easy button in this industry when it comes to client service.”
Carol received a BA in Political Economics from Barnard College of Columbia University and she earned her MBA from George Fox University. Carol worked for many years at Merrill Lynch and Dean Witter Reynolds before her career at Peregrine.
Carol is originally from Pennsylvania and lives in Portland. Carol is passionate about gardening, farming, and fishing. She also owns Coral Bells Designs where she makes elegant floral greeting cards and lavender products.
Grant is a seasoned investment adviser and is experienced in all phases of our practice that serves clients. He has numerous roles supporting the needs of our clients as well as creating new solutions for necessary procedures and reporting requirements.
Grant single-handedly developed the trading system which we use to execute trades and allocate orders to client accounts.
Grant has a special interest in locating winning stocks for our client accounts. “Too often people are held back by their general stock market fears and lose sight of the special companies that make up the market. These companies constantly differentiate themselves and innovate to stay one step ahead of their competitors. A good investment adviser can sort out the potential winners from the losers.” Grant has a command of necessary investment strategies and communicates them effectively to clients.
Before building his career at Peregrine, Grant earned a BS in finance from the Eller School of Business at The University of Arizona.
Grant maintains a single-digit handicap in golf and plays at various courses around town. In addition to golf, Grant enjoys spending time with his family and friends.