Our Team - SignatureFD Resources and Information

Aakash Panchal

Portfolio Analyst

Adis Mehic, CFP®

Wealth Advisor

Alex J. Moss, CFP®

Partner, Wealth Advisor

Aliki Strakes

Finance and Operations Associate

Allison F. Porter, CFP®, MBA

Wealth Advisor

Alondra Martinez

Executive Assistant

Ama Yates-Ekong

Director of Portfolio Accounting

Ari Edlin

Business Development Associate

Ari Garcia Diaz

Planning Associate

Ashley Corban

Partner, Chief Financial and People Officer

Ashley H. Healy

P&C Insurance Advisor

Ashley Worley

Business Data Analyst

Audrey Haney, CFP®

Wealth Advisor

Blair C. Cunningham, CPA, CFP®

Partner, Wealth Advisor

Blake M. Williams, MBA, AFC®, CFP®

Partner, Wealth Advisor, Board Member

Bradley K. Kaufman, CAIA

Partner, Director of Alternative Investments

Brandon R. Simmons, CFP®

Planning Associate

Brian W. Frey, CFP®

Partner, Wealth Advisor

C. Bryan Craig, CFP®

Partner, Wealth Advisor

Catie Hochstetler, CFP®, MBA

Wealth Advisor

Chadwick L. Hunt

Director of Fund Management

Charity A. Swan

Senior Client Care Associate

Christina Datillo

Executive Assistant to the CEO

Chuck G. Gray, CFP®

Partner, Wealth Advisor

Clara C. Parris, CFP®

Partner, Wealth Advisor

Colin Sturgis, CFP®

Partner, Wealth Advisor

Colleen Barnes

Client Care Associate

Corey Pariseau

Director of Digital Marketing

Dan Dubay, CFP®

Partner, Wealth Advisor

David S. Fisher, CPA, CFA®, CFP®

Senior Wealth Advisor, Board Member, Co-Founder

Doug Liptak, CFP®, CPA

Senior Advisor, Chief Strategy Officer, Board Member, Co-Founder

Edward Tsui

Client Care Associate

Eliza Felgenhauer, J.D., IACCP®

Compliance Associate

Elizabeth (Liz) DiPaolo, CFP®

Partner, Wealth Advisor

Elizabeth R. Pickett

Director of Portfolio Reporting

Emily Roberts

Senior Client Care Associate

Emily Winkfield

Senior Client Care Associate

Erin Bruce, AFC®, CFP®

Senior Planning Associate

Evan Carter, CFP®, MDiv

Partner, Wealth Advisor

Evelyn B. Green

Director of Billing

Grace Frazier

Executive Assistant

Hank Estep, CFP®

Wealth Advisor

Harrison Nguy

Client Care Associate

Heather Robertson Fortner, MS, IACCP®

Chair, Chief Executive Officer

Ian McGraw, CFP®

Planning Associate

Isabel F. Berbert

Partner, Wealth Advisor

Isobo Amaso, CFP®, CTS™

Wealth Advisor

Jackie Broe

Senior Client Care Associate

James E. Tally II, CTFA, CFP®

Partner, Wealth Advisor

James P. Yost, CFP®, CAIA®, CTS™

Partner, Wealth Advisor

Jamie McCusker Gentry, CFP®

Partner, Wealth Advisor

Jay Loyd, CPA, CFP®

Partner, Wealth Advisor

JD Thacker, CFP®

Partner, Wealth Advisor

Jennifer Ade

Office Manager

Jennifer Castellanos

Alternative Operations Associate

Jennifer T. Stephenson, CPA

Partner, SVP, Advisor Integration

Jessica Soto, SHRM-SCP

VP, People and Culture

Jonathan A. Galvis, CAIA, CFA®

Director of Portfolio Management

Josh Singer

Planning Associate

Kade Scott

Portfolio Analyst

Kahaia Lewis

Alternatives Operations Associate

Kaitlyn Eason

Planning Associate

Katie Amy

Partner, Chief Compliance Officer

Keilah Everett Barikos

Director of Element Operations

Kelly J. Becker

Executive Assistant

Kelly Bunting

Held Away Accounts Specialist

Kelly Rowswell

Client Care Associate

Kenny Loar, CFP®

Wealth Advisor

Kevin Esbenshade

Senior Alternatives Portfolio Accounting Specialist

Kimberly B. Stewart

Director of Service

Laura A. Hubbell, CFA®

Partner, Chief Information Officer

Laurel Coffing

Senior Client Care Associate

Lauren L. Aletraris, CPA

Director of Finance

Lauren Edholm

Client Care Associate

Leah Maybry, CPA

Partner, Wealth Advisor

Lesley M. Kerr

Senior Client Care Associate

Lizzie Allen

Executive Assistant

Lorelle Mills

Client Care Associate

Madison Mantle

Senior Planning Associate

Margaret Huang Casey, CFP®

Partner, Chief Operating Officer

Maria McCool

Partner, Director of P&C Insurance

Mark Rogan

Life, Long-term Care, Annuity and Disability Insurance Associate

Mark Sommerville

Planning Associate

Matt Barber, CFA®, CFP®

Partner, Wealth Advisor

Matt Marinovich, CFP®

Director of Financial Planning

McKenna H. Law, CFP®

Wealth Advisor

Mckenzie Baker

Client Care Associate

Meghan P. McBride, CFP®, CDFA®, CTFA

Senior Planning Associate

Melissa Bensman, CFP®

Executive Assistant

Mimi A. Cooley

Senior Client Care Associate

Mitch Weidner, CFP®

Senior Planning Associate

Moc Ly, MCP, CCNA

Senior Systems Engineer

Molly McDonald

Client Care Associate

Morgan Kracala

Client Care Associate

Moris Cruz

Life, Long-Term Care, Annuity, and Disability Insurance Associate

Nick Amat, CFA® , CAIA®

Senior Portfolio Designer

Nick McFerren

Wealth Advisor

Nikonie Brown-McManus

Marketing and Communications Manager

Nina Harris

Client Care Associate

Olivia Bradshaw

Client Care Associate

Parker Dixon

Portfolio Analyst

Paul Konopacki CFA®

Senior Portfolio Analyst

Peter Gumban

Client Care Associate

Philip Beatty, CPA, CFP®, CEPA

Partner, Wealth Advisor

Phoebe Addice, CPCU®, AAI®, API™, AIS™

P&C Insurance Advisor

R. Kameron Besson

Partner

Rory Glatt, CFP®

Planning Associate

Russ Cearley, CFA®

Partner, Senior Advisor, Board Member

S. Todd Sheets, CFA®, CAIA®

Partner, Wealth Advisor, Board Member

Sam Liptak, CFP®

Senior Planning Associate

Shane Seckinger, CFP®

Planning Associate

Sharon Margetson, CFA®, CIPM®

Senior Investment Analyst

Spencer Borchelt, CFP®

Wealth Advisor

Stacy Schurter, CLU

Annuity, Life, Long-term Care, and Disability Insurance Advisor

Stephanie Glenn

Planning Associate

Thomas Ducker

Senior Planning Associate

Thomas Long, CFP®

Planning Associate

Thomas Toney

Portfolio Analyst

Tim Maurer, CFP®, RLP®

Partner, SVP, Advisor Growth

Tom W. Clarke

Partner, Director of Investments

Tony Welch, CFA®, CFP®, CMT

Partner, Chief Investment Officer

Traci Thomas

Client Care Associate

Tyler D. Reams, CFP®

Partner, Wealth Advisor, Board Member

Valentina (Val) Gonzalez CFP®

Senior Planning Associate

Victoria L. Buening

Senior Client Care Associate

Victoria E. Santini, CFP®

Wealth Advisor

Victoria K. Shackley, JD, LLM, CFP®

Partner, Wealth Advisor

Wade Hill, CFA®, CFP®

Partner, Wealth Advisor

Walter Chamblee

Partner, Chief Technology Officer

Aakash Panchal

Portfolio Analyst

Adis Mehic, CFP®

Wealth Advisor

Alex J. Moss, CFP®

Partner, Wealth Advisor

Aliki Strakes

Finance and Operations Associate

Allison F. Porter, CFP®, MBA

Wealth Advisor

Alondra Martinez

Executive Assistant

Ama Yates-Ekong

Director of Portfolio Accounting

Ari Edlin

Business Development Associate

Ari Garcia Diaz

Planning Associate

Ashley Corban

Partner, Chief Financial and People Officer

Ashley H. Healy

P&C Insurance Advisor

Ashley Worley

Business Data Analyst

Audrey Haney, CFP®

Wealth Advisor

Blair C. Cunningham, CPA, CFP®

Partner, Wealth Advisor

Blake M. Williams, MBA, AFC®, CFP®

Partner, Wealth Advisor, Board Member

Bradley K. Kaufman, CAIA

Partner, Director of Alternative Investments

Brandon R. Simmons, CFP®

Planning Associate

Brian W. Frey, CFP®

Partner, Wealth Advisor

C. Bryan Craig, CFP®

Partner, Wealth Advisor

Catie Hochstetler, CFP®, MBA

Wealth Advisor

Chadwick L. Hunt

Director of Fund Management

Charity A. Swan

Senior Client Care Associate

Christina Datillo

Executive Assistant to the CEO

Chuck G. Gray, CFP®

Partner, Wealth Advisor

Clara C. Parris, CFP®

Partner, Wealth Advisor

Colin Sturgis, CFP®

Partner, Wealth Advisor

Colleen Barnes

Client Care Associate

Corey Pariseau

Director of Digital Marketing

Dan Dubay, CFP®

Partner, Wealth Advisor

David S. Fisher, CPA, CFA®, CFP®

Senior Wealth Advisor, Board Member, Co-Founder

Doug Liptak, CFP®, CPA

Senior Advisor, Chief Strategy Officer, Board Member, Co-Founder

Edward Tsui

Client Care Associate

Eliza Felgenhauer, J.D., IACCP®

Compliance Associate

Elizabeth (Liz) DiPaolo, CFP®

Partner, Wealth Advisor

Elizabeth R. Pickett

Director of Portfolio Reporting

Emily Roberts

Senior Client Care Associate

Emily Winkfield

Senior Client Care Associate

Erin Bruce, AFC®, CFP®

Senior Planning Associate

Evan Carter, CFP®, MDiv

Partner, Wealth Advisor

Evelyn B. Green

Director of Billing

Grace Frazier

Executive Assistant

Hank Estep, CFP®

Wealth Advisor

Harrison Nguy

Client Care Associate

Heather Robertson Fortner, MS, IACCP®

Chair, Chief Executive Officer

Ian McGraw, CFP®

Planning Associate

Isabel F. Berbert

Partner, Wealth Advisor

Isobo Amaso, CFP®, CTS™

Wealth Advisor

Jackie Broe

Senior Client Care Associate

James E. Tally II, CTFA, CFP®

Partner, Wealth Advisor

James P. Yost, CFP®, CAIA®, CTS™

Partner, Wealth Advisor

Jamie McCusker Gentry, CFP®

Partner, Wealth Advisor

Jay Loyd, CPA, CFP®

Partner, Wealth Advisor

JD Thacker, CFP®

Partner, Wealth Advisor

Jennifer Ade

Office Manager

Jennifer Castellanos

Alternative Operations Associate

Jennifer T. Stephenson, CPA

Partner, SVP, Advisor Integration

Jessica Soto, SHRM-SCP

VP, People and Culture

Jonathan A. Galvis, CAIA, CFA®

Director of Portfolio Management

Josh Singer

Planning Associate

Kade Scott

Portfolio Analyst

Kahaia Lewis

Alternatives Operations Associate

Kaitlyn Eason

Planning Associate

Katie Amy

Partner, Chief Compliance Officer

Keilah Everett Barikos

Director of Element Operations

Kelly J. Becker

Executive Assistant

Kelly Bunting

Held Away Accounts Specialist

Kelly Rowswell

Client Care Associate

Kenny Loar, CFP®

Wealth Advisor

Kevin Esbenshade

Senior Alternatives Portfolio Accounting Specialist

Kimberly B. Stewart

Director of Service

Laura A. Hubbell, CFA®

Partner, Chief Information Officer

Laurel Coffing

Senior Client Care Associate

Lauren L. Aletraris, CPA

Director of Finance

Lauren Edholm

Client Care Associate

Leah Maybry, CPA

Partner, Wealth Advisor

Lesley M. Kerr

Senior Client Care Associate

Lizzie Allen

Executive Assistant

Lorelle Mills

Client Care Associate

Madison Mantle

Senior Planning Associate

Margaret Huang Casey, CFP®

Partner, Chief Operating Officer

Maria McCool

Partner, Director of P&C Insurance

Mark Rogan

Life, Long-term Care, Annuity and Disability Insurance Associate

Mark Sommerville

Planning Associate

Matt Barber, CFA®, CFP®

Partner, Wealth Advisor

Matt Marinovich, CFP®

Director of Financial Planning

McKenna H. Law, CFP®

Wealth Advisor

Mckenzie Baker

Client Care Associate

Meghan P. McBride, CFP®, CDFA®, CTFA

Senior Planning Associate

Melissa Bensman, CFP®

Executive Assistant

Mimi A. Cooley

Senior Client Care Associate

Mitch Weidner, CFP®

Senior Planning Associate

Moc Ly, MCP, CCNA

Senior Systems Engineer

Molly McDonald

Client Care Associate

Morgan Kracala

Client Care Associate

Moris Cruz

Life, Long-Term Care, Annuity, and Disability Insurance Associate

Nick Amat, CFA® , CAIA®

Senior Portfolio Designer

Nick McFerren

Wealth Advisor

Nikonie Brown-McManus

Marketing and Communications Manager

Nina Harris

Client Care Associate

Olivia Bradshaw

Client Care Associate

Parker Dixon

Portfolio Analyst

Paul Konopacki CFA®

Senior Portfolio Analyst

Peter Gumban

Client Care Associate

Philip Beatty, CPA, CFP®, CEPA

Partner, Wealth Advisor

Phoebe Addice, CPCU®, AAI®, API™, AIS™

P&C Insurance Advisor

R. Kameron Besson

Partner

Rory Glatt, CFP®

Planning Associate

Russ Cearley, CFA®

Partner, Senior Advisor, Board Member

S. Todd Sheets, CFA®, CAIA®

Partner, Wealth Advisor, Board Member

Sam Liptak, CFP®

Senior Planning Associate

Shane Seckinger, CFP®

Planning Associate

Sharon Margetson, CFA®, CIPM®

Senior Investment Analyst

Spencer Borchelt, CFP®

Wealth Advisor

Stacy Schurter, CLU

Annuity, Life, Long-term Care, and Disability Insurance Advisor

Stephanie Glenn

Planning Associate

Thomas Ducker

Senior Planning Associate

Thomas Long, CFP®

Planning Associate

Thomas Toney

Portfolio Analyst

Tim Maurer, CFP®, RLP®

Partner, SVP, Advisor Growth

Tom W. Clarke

Partner, Director of Investments

Tony Welch, CFA®, CFP®, CMT

Partner, Chief Investment Officer

Traci Thomas

Client Care Associate

Tyler D. Reams, CFP®

Partner, Wealth Advisor, Board Member

Valentina (Val) Gonzalez CFP®

Senior Planning Associate

Victoria L. Buening

Senior Client Care Associate

Victoria E. Santini, CFP®

Wealth Advisor

Victoria K. Shackley, JD, LLM, CFP®

Partner, Wealth Advisor

Wade Hill, CFA®, CFP®

Partner, Wealth Advisor

Walter Chamblee

Partner, Chief Technology Officer