Ryan Morcom, CIM®, CFP®, EPC

Financial Planner

Ryan is our lead Agriculture specialist, guiding our new clients through the transition from farming to retirement. His background growing up on the family farm in Saskatchewan has been the key to helping people identify, solve and address their planning issues as they develop well thought out tax and retirement strategies.

His willingness to listen and understand client concerns allows him to navigate their financial issues while carefully reviewing taxation issues, cash flow analysis, insurance needs, estate planning and investment management for clients.

Ryan is a graduate of Red Deer College with a Diploma in Business Administration, majoring in Accounting. He holds designations as a Chartered Investment Manager (CIM®), Certified Financial Planner (CFP®) and Elder Planning Counselor (EPC).

Outside the office, Ryan remains very active in the community, serving or having served on a number of boards of sport associations, youth associations and service clubs. He continues to coach a number of sports teams that his and Carole’s three kids are continually involved with.

Connect with Ryan on LinkedIn

Parker Pellegrini, CFP^®, CFA^®, P.Eng.

Financial Planner

Parker is our lead Portfolio Manager and Insurance specialist engaged in preparing and evaluating ongoing planning reviews with our clients. His professional approach and passion for helping clients achieve their financial milestones takes into consideration taxation issues, cash flow analysis, insurance needs, estate planning and investment management and makes him a valued member of the Pellegrini Financial team.

Parker brings diverse experience to the team, having graduated from the University of Alberta in Electrical Engineering and earning his P. Eng. He is a Certified Financial Planner and has been awarded the Chartered Financial Analyst. Parker currently holds both Portfolio Manager and insurance licenses in British Columbia, Alberta and Saskatchewan.

Parker’s young family keeps him busy. His wife is a Registered Nurse in the operating room at the Red Deer hospital and he has three kids, the oldest just turned nine. Parker and his wife both enjoy sports and have travelled extensively around the world. If you’re planning a trip, he’ll be excited to discuss your plans.

Connect with Parker on LinkedIn

Preston Pellegrini

Associate

Preston is our lead retirement specialist focused on business optimization and marketing as an Associate Advisor. Ensuring clients’ entire financial world are understood and incorporated into financial plans that are based on thoughtful tax and retirement strategies makes Preston a valued member of Pellegrini Financial.

Preston brings a unique analytical perspective to the Pellegrini Financial team through a vast background in the oil and gas industry as well as experience within the banking sector. An alumnus of the University of Alberta with a degree in Commerce, Preston is currently working towards becoming a Certified Financial Planner.

After living in Calgary for ten years, Preston and his wife Ali were excited to return home to Red Deer with their three children. Outside the office, Preston’s studies and young children keep him busy. He enjoys spending time with his family, summer weekends at the cabin, and golfing whenever the opportunity presents itself.

Connect with Preston on LinkedIn

Perry Pellegrini

Co-founder

Perry is the seasoned visionary behind Pellegrini Financial and while no longer engaged in the day-to-day planning activities, Perry remains an integral part of our team. Bringing decades of expertise and wisdom to the table, a wealth of experience related to corporate planning for farming families and retirees, he’s made an indelible mark on our firm's culture of excellence and our client-centric approach. His legacy will be the values of trust, integrity, and professionalism that continue to guide every aspect of our business.

Perry still enjoys his visits and chats with long time clients while leaving the more administrative and planning elements to our valued team of advisors and staff.

Outside of the business, Perry enjoys spending time in Red Deer with his wife Lori and their 13 grandkids during the summer and enjoys his warm winters in Palm Springs where you can find him active on a golf course!

Jodi Brown

Investment Administrator

Jodi brings to us years of experience from within the banking industry. This experience in customer service and administrative capacities ensures client requests and questions are dealt with in a timely matter. Her professional approach to organizing and tackling tasks serves her well in her role.

As part of our Administrative Team, her primary responsibility is to process the regulatory and trading paperwork for our clients, while ensuring the efficiency and accuracy of all files. She is also involved in preparing ongoing planning reviews.

Jodi's objective is to ensure a sense of trust and comfort on an ongoing basis with each of our clients and to facilitate their administrative needs.

Viola Campbell

Investment Administrator

Viola brings to us years of experience within the financial, manufacturing, bookkeeping and media industries. Working in these industries lends well to Viola's role here, in ensuring accuracy and attention to detail in her work, working with intermediaries and simply providing a steady hand in the office.

As part of our Administrative Team, her primary responsibility is to process the regulatory and trading paperwork for our clients. She is also involved in preparing ongoing planning reviews.

Viola's quiet and calm demeanor lends itself well in ensuring a sense of trust and comfort on an ongoing basis with each of our clients and to facilitate their administrative needs.