Meet Perpetua Group
Perpetua Group is designed around the needs of our clients. We've navigated many market cycles since the 1980s, drawing on our deep experience to build a steadfast, committed firm. Our growth has been strategic and sustainable so we can deliver exceptionally personalized service - now, and for generations to come.

We are committed to ongoing learning. We take every opportunity for continuing education and have earned the Certified Investment Management Analyst (CIMA®), Certified Financial Planner(CFP®) Professional, and Registered Paraplanner (RP®) designations.

R. Mark Daly, CIMA®
PARTNER
My passion for investing began as a boy when visiting my dad's office at Daly & Company on weekends.
Michael S. McReynolds
PARTNER
The opportunity to connect with clients is what led me into financial services.
Raleigh A. Vachek, CFP®
PARTNER
The focus of my work, always, is service. When I talk with my clients, we focus on what matters.
Kimberly L. Jaques, CFP®
PARTNER
I strive to help our clients feel secure about their future.
Amanda Gross
CLIENT ASSOCIATE
I'm the first person you'll meet when you visit or call our office, and my goal it to make your experience as exceptional as possible.
Lisa J. Sievers, RP®
FINANCIAL ADVISOR
With clients, I bring my strongest skills to the table: attention to detail, great listening skills, and a sense of empathy and understanding for our clients.
Brandon E. Jones
Registered Client Associate
My goal, every day, is to make sure every client's experience is as seamless and smooth as possible.
Gavin Gamboa
Client Associate
I’ve always had the same passion: helping people reach their goals.
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals