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®
President/Founder, Financial Planner
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, CFP®, MBA
Financial Planner with Perspective since 2005
As a Certified Financial Planner®, Lupe serves a wide variety of clients. She also leverages her experience as a Latina business professional to provide specialized, personal advice to women and Latino clientele.“I always...
Jacob Cavaleri
Associate Financial Planner with Perspective since 2021
Jacob Cavaleri is a second-generation Phoenix native. He joined Perspective Financial Services as associate financial planner in 2022, after completing an internship with the firm and earning a bachelor’s degree in financial...
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...
Patrick Eng
Financial Planner 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...
Mike Larriva, CFP®
Financial Planner with Perspective since 2007
Mike Larriva began his financial planning career in the early 1990s. He has focused on developing a financial consulting practice aimed at helping individuals, physicians, and small business owners...
Jim Mailliard
Financial Planner with Perspective since 2006
Jim Mailliard focuses his practice on high net-worth clientele through design, implementation, and monitoring of diversified investment portfolios...
Marc Brock
Investment Advisor 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...