The Team
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 team is your team. We’re in this together, and your success is our success.
Mike McCann, CFP®, AIF®
Wealth Advisor / Partner / Founded Perspective in 2003
Mike McCann has worked in the financial services industry since 1991, interacting directly with individuals as a financial planner and investment advisor, as well as behind-the-scenes in high-level trading and managerial positions. He...
Lupe Camargo, MBA, CFP®, RSSA®
Wealth Advisor with Perspective since 2005
Lupe has been serving individuals and families for 20 years. A CERTIFIED FINANCIAL PLANNER® professional, she sees her role as helping clients navigate the turning points in their lives....
Patrick Eng
Wealth Advisor / Partner with Perspective since 2006
Patrick Eng has been with Perspective Financial Services since 2006 and has worked in the financial services industry since the late 1980s. Initially, his career centered on trading fixed-income securities and foreign-currency...
Jim Mailliard
Wealth Advisor with Perspective since 2006
Jim Mailliard focuses his practice on high net-worth clientele through design, implementation, and monitoring of diversified investment portfolios...
Mike Larriva, CFP®
Wealth Advisor with Perspective since 2007
Mike Larriva began his financial planning career in 1994. He has focused on developing a financial consulting practice aimed at helping individuals, retirees, widows, and small business owners....
Shannon Curkendoll
Director of Client Services with Perspective since 2014
Shannon Curkendoll joined Perspective Financial Services as Operations Manager/Portfolio Administrator in September 2014. She has since also taken on compliance management...
Marc Brock
Wealth Advisor / Partner with Perspective since 2023
Marc is a former U.S. Air Force Staff Sargent and worked as an F-16 crew chief. He has worked in the investment industry since the late 1990s and joined Perspective in 2023...
Brad Wilson, CFP®
Wealth Advisor with Perspective since 2025
Brad Wilson is an Arizona native with deep ties to the state. He holds both a Bachelor of Arts and a Master of Business Administration degree from Arizona State University (ASU), as well as the CERTIFIED FINANCIAL PLANNER®...