Broker Check
The Team

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.

Get to Know Us

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...

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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...

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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... 

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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...

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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...

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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...

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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...

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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...

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Please Note Limitations: The achievement of any professional degree, designation, certification, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Perspective is engaged, or continues to be engaged, to provide investment advisory services

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