Who we are
We are two financial planners who want to change how employees receive financial literacy and education. School employees are often bombarded by sales pitches and offers from 403(b) vendors and insurance companies. We created PERC to help employees cut through the noise and get their staff lounges back from vendors. Together, we have spent almost two decades serving school districts, charter organizations, and non-profits.
Thank you for helping us make an impact!
Coby Crosby, CFP®, ChFC®
Gregory Bishop, RICP, MS
Contact us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!