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Dillon Hall

Dillon Hall

Vice President
Dillon Hall joins Perch Wealth with an extensive background in alternative investments, tax deferral strategies when selling real estate or a business, and wealth management.  He began his career being mentored by some of the top advisors in the financial industry when it comes to alternative investments and tax deferral strategies, and developed a deep understanding of their function and roles in a portfolio.  Since 2015, he has worked diligently with his clients to meet their investment and tax needs. As an experienced financial professional, he is committed to helping his clients create custom solutions for their hard earned investment assets.

Dillon is an Arizona native and graduated with honors from Arizona State University. He is an active affiliate member of the Arizona Business Broker Association (AZBBA) and holds his series 7, 65, and 63 securities licenses as well as his insurance licenses.

Outside of the office, Dillon is active in his church and community, and loves spending time with his wife, Michelle, and their two children. His favorite activities include coaching his son’s sports teams, hiking, fishing, and surfing at the beautiful Arizona lakes.
PERCH PROFESSIONALS AT YOUR SERVICE

The Perch Wealth Team

Photo of Ben Carmona, Managing Partner at Perch Wealth

Ben Carmona

Managing Director

Photo of Ehud Gersten, Managing Partner at Perch Wealth

Ehud Gersten

Managing Director

Lauren Ansolabehere

Chief Operating Officer
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Dillon Hall

Vice President
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Lance Stafford

Vice President
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Ashley Romiti

Vice President
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Bradley Wetherby

Associate Vice President
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Alyssah Burns

Transactional Coordinator
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Paige Milson

Transaction Coordinator
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Mallorie Montesdeoca

Transaction Coordinator
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Perch Wealth provides you with access to institutional-quality real estate, management, financing and state of the art 1031 exchange processing.

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855-DST-3443

Forbes financial council 2022 Official member

Email | Address

info@PerchWealth.com

31351 Rancho Viejo Road
Suite 111
San Juan Capistrano,
California 92675

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Not an offer to buy, nor a solicitation to sell securities. All investing involves risk of loss of some or all principal invested. Past performance is not indicative of future results. Speak to your finance and/or tax professional prior to investing. Any information provided is for informational purposes only. Securities offered through Arkadios Capital, member FINRA/SIPC. Advisory Services offered through Arkadios Wealth. Perch Wealth and Arkadios are not affiliated through any ownership.

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Real Estate / 1031 Risk Disclosure:
  • There’s no guarantee any strategy will be successful or achieve investment objectives;
  • All real estate investments have the potential to lose value during the life of the investments;
  • The income stream and depreciation schedule for any investment property may affect the property owner’s income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities;
  • All financed real estate investments have potential for foreclosure;
  • These 1031 exchanges are offered through private placement offerings and are illiquid securities. There is no secondary market for these investments;
  • If a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions;
  • Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefits;
  • Tax benefits are not guaranteed and are subject to changes in the tax code.