Ashley Corban

Ashley Corban


Director of Business Operations

Ashley H. Healy

Ashley H. Healy


Property and Casualty Advisor

Blair C. Cunningham, CPA, CFP®

Blair C. Cunningham, CPA, CFP®


Partner, Director of SignatureGENEROSITY

Blake M. Williams, MBA, AFC®, CFP®

Blake M. Williams, MBA, AFC®, CFP®


Partner

Brian W. Frey, CFP®

Brian W. Frey, CFP®


Advisor

C. Bryan Craig, CFP®

C. Bryan Craig, CFP®


Advisor

Catie M. Stewart, CFP®, MBA

Catie M. Stewart, CFP®, MBA


Advisor

Chuck G. Gray, CFP®

Chuck G. Gray, CFP®


Partner, Director of SignatureLAW®

Clara C. Parris, CFP®

Clara C. Parris, CFP®


Advisor

Colin Sturgis, CFP®, CSRIC™

Colin Sturgis, CFP®, CSRIC™


Partner

Crystal Cooper

Crystal Cooper


Director of Marketing and Communications

Dan Dubay, CFP®

Dan Dubay, CFP®


Partner, Director of SignatureEXEC

David S. Fisher, CPA, CFA®, CFP®

David S. Fisher, CPA, CFA®, CFP®


Co-Founder, Chief Wealth Officer

Doug Liptak, CFP®, CPA

Doug Liptak, CFP®, CPA


Co-Founder, Chief Growth Officer

Elizabeth (Liz) DiPaolo, CFP®

Elizabeth (Liz) DiPaolo, CFP®


Advisor

Elizabeth Burdette, JD

Elizabeth Burdette, JD


Director of Client Engagement, SignatureGENEROSITY

Elizabeth R. Pickett

Elizabeth R. Pickett


Director of Portfolio Accounting

Evan Carter, CFP®, MDiv

Evan Carter, CFP®, MDiv


Advisor, SignatureGENEROSITY

Frank D. Strickland

Frank D. Strickland


Partner

Heather Robertson Fortner, MS, IACCP®

Heather Robertson Fortner, MS, IACCP®


Chief Executive Officer

Hunter Hill

Hunter Hill


Director of Advisor Development

Isabel F. Berbert

Isabel F. Berbert


Advisor

James E. Tally II, CTFA, CFP®

James E. Tally II, CTFA, CFP®


Partner, Director of SignatureHEALTH

James P. Yost, CFP®, CAIA®

James P. Yost, CFP®, CAIA®


Advisor

Jamie McCusker Gentry, CFP®

Jamie McCusker Gentry, CFP®


Partner

Jay Loyd, CPA, CFP®

Jay Loyd, CPA, CFP®


Partner, Director of SignaturePRO

JD Thacker, CFP®

JD Thacker, CFP®


Advisor

Jennifer T. Stephenson, CPA

Jennifer T. Stephenson, CPA


Director of Financial Planning

Katie Amy

Katie Amy


Chief Compliance Officer

Laura A. Hubbell, CFA®

Laura A. Hubbell, CFA®


Director of Client Care & Operations

Lauren Oyster, CFP®

Lauren Oyster, CFP®


Director of Client Experience

Leah Maybry, CPA

Leah Maybry, CPA


Advisor

Maria McCool

Maria McCool


Partner, Director of Solutions

Matt Barber, CFA®, CFP®

Matt Barber, CFA®, CFP®


Partner

Page Harty, CFP®, CDFA®

Page Harty, CFP®, CDFA®


Partner, Director of SignatureWOMEN

Philip Beatty, CPA, CFP®, CEPA

Philip Beatty, CPA, CFP®, CEPA


Partner

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

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


Property and Casualty Advisor

R. Kameron Besson

R. Kameron Besson


Partner

Rob Vaka

Rob Vaka


Partner, Director of Player Engagement, SignaturePRO

Robin Lee Marx, CFA®, CFP®

Robin Lee Marx, CFA®, CFP®


Director of Portfolio Management

Russ Cearley, CFA®

Russ Cearley, CFA®


Partner, Director of Charlotte Office

S. Todd Sheets, CFA®, CAIA®

S. Todd Sheets, CFA®, CAIA®


Partner

Tom W. Clarke

Tom W. Clarke


Partner, Director of Research

Tony Welch, CFA®, CFP®, CMT

Tony Welch, CFA®, CFP®, CMT


Director of Investments

Tyler D. Reams, CFP®

Tyler D. Reams, CFP®


Partner

Victoria K. Shackley, JD, LLM, CFP®

Victoria K. Shackley, JD, LLM, CFP®


Partner

Wade Hill, CFA®, CFP®

Wade Hill, CFA®, CFP®


Partner, SignaturePRO

Walter Chamblee, MCITP, MCSA

Walter Chamblee, MCITP, MCSA


Director of Information Technology

Alex J. Moss, CFP®

Alex J. Moss, CFP®


Planning Associate

Allison F. Porter, CFP®, MBA

Allison F. Porter, CFP®, MBA


Planning Associate

Anna Reid Esoda,CFA®

Anna Reid Esoda,CFA®

Senior Portfolio Analyst

Bethany C. Wilmoth

Bethany C. Wilmoth


Portfolio Accounting Specialist

Bradley K. Kaufman, CAIA

Bradley K. Kaufman, CAIA


Senior Investment Analyst

Brandon R. Simmons, CFP®

Brandon R. Simmons, CFP®


Planning Associate

Chadwick L. Hunt

Chadwick L. Hunt


Alternatives Operations Specialist

Charity A. Swan

Charity A. Swan


Senior Client Care Associate

Connie Kelly

Connie Kelly


Senior Client Care Associate

Dan Frechette

Dan Frechette


Client Care Associate

Daniel Sullivan

Daniel Sullivan


Client Care Associate

David J. Langley, CFA®

David J. Langley, CFA®


Senior Investment Analyst

Elias J. Crist

Elias J. Crist


Planning Associate

Emily Roberts

Emily Roberts


Senior Client Care Associate

Evelyn B. Green

Evelyn B. Green


Senior Client Care Associate

Graham H. Reynolds, M.S.

Graham H. Reynolds, M.S.


Initiative Associate

Harlan N. Graiser, MBA, CFP®, CLTC

Harlan N. Graiser, MBA, CFP®, CLTC


Senior Risk Management Consultant

Jackie Broe

Jackie Broe


Client Care Associate

Jennifer Ade

Jennifer Ade


Office Manager

Jennifer L. Gay

Jennifer L. Gay


Senior Client Care Associate

Jeremy Bender

Jeremy Bender


Senior Portfolio Analyst

Jonathan A. Galvis, CAIA

Jonathan A. Galvis, CAIA


Portfolio Analyst

Keilah Everett Barikos

Keilah Everett Barikos


Assistant Director of Operations

Kelly J. Becker

Kelly J. Becker


Insurance Client Care Associate

Kevin Esbenshade

Kevin Esbenshade


Alternative Portfolio Accounting Specialist

Kimberly B. Stewart

Kimberly B. Stewart


Senior Client Care Associate

Kristen L. Rogers

Kristen L. Rogers


Client Care Associate

Lauren L. Aletraris, CPA

Lauren L. Aletraris, CPA


Accounting Associate

Lesley M. Kerr

Lesley M. Kerr

McKenna H. Law, CFP®

McKenna H. Law, CFP®


Planning Associate

Meghan P. McBride, CFP®

Meghan P. McBride, CFP®


Planning Associate

Melanie Massie

Melanie Massie


Insurance Client Care Associate

Mimi A. Cooley

Mimi A. Cooley


Marketing & Events Specialist

Moc Ly, MCP, CCNA

Moc Ly, MCP, CCNA


Senior Network Engineer

Morgan Liptak

Morgan Liptak


Initiative Associate

Noel Fuller

Noel Fuller


Client Care Associate

Saida Clements

Saida Clements


Client Care Associate

Valentina (Val) Gonzalez

Valentina (Val) Gonzalez


Planning Associate

Victoria E. Santini

Victoria E. Santini


Planning Associate

Ashley Corban

Ashley Corban


Director of Business Operations

Ashley H. Healy

Ashley H. Healy


Property and Casualty Advisor

Blair C. Cunningham, CPA, CFP®

Blair C. Cunningham, CPA, CFP®


Partner, Director of SignatureGENEROSITY

Blake M. Williams, MBA, AFC®, CFP®

Blake M. Williams, MBA, AFC®, CFP®


Partner

Brian W. Frey, CFP®

Brian W. Frey, CFP®


Advisor

C. Bryan Craig, CFP®

C. Bryan Craig, CFP®


Advisor

Catie M. Stewart, CFP®, MBA

Catie M. Stewart, CFP®, MBA


Advisor

Chuck G. Gray, CFP®

Chuck G. Gray, CFP®


Partner, Director of SignatureLAW®

Clara C. Parris, CFP®

Clara C. Parris, CFP®


Advisor

Colin Sturgis, CFP®, CSRIC™

Colin Sturgis, CFP®, CSRIC™


Partner

Crystal Cooper

Crystal Cooper


Director of Marketing and Communications

Dan Dubay, CFP®

Dan Dubay, CFP®


Partner, Director of SignatureEXEC

David S. Fisher, CPA, CFA®, CFP®

David S. Fisher, CPA, CFA®, CFP®


Co-Founder, Chief Wealth Officer

Doug Liptak, CFP®, CPA

Doug Liptak, CFP®, CPA


Co-Founder, Chief Growth Officer

Elizabeth (Liz) DiPaolo, CFP®

Elizabeth (Liz) DiPaolo, CFP®


Advisor

Elizabeth Burdette, JD

Elizabeth Burdette, JD


Director of Client Engagement, SignatureGENEROSITY

Elizabeth R. Pickett

Elizabeth R. Pickett


Director of Portfolio Accounting

Evan Carter, CFP®, MDiv

Evan Carter, CFP®, MDiv


Advisor, SignatureGENEROSITY

Frank D. Strickland

Frank D. Strickland


Partner

Heather Robertson Fortner, MS, IACCP®

Heather Robertson Fortner, MS, IACCP®


Chief Executive Officer

Hunter Hill

Hunter Hill


Director of Advisor Development

Isabel F. Berbert

Isabel F. Berbert


Advisor

James E. Tally II, CTFA, CFP®

James E. Tally II, CTFA, CFP®


Partner, Director of SignatureHEALTH

James P. Yost, CFP®, CAIA®

James P. Yost, CFP®, CAIA®


Advisor

Jamie McCusker Gentry, CFP®

Jamie McCusker Gentry, CFP®


Partner

Jay Loyd, CPA, CFP®

Jay Loyd, CPA, CFP®


Partner, Director of SignaturePRO

JD Thacker, CFP®

JD Thacker, CFP®


Advisor

Jennifer T. Stephenson, CPA

Jennifer T. Stephenson, CPA


Director of Financial Planning

Katie Amy

Katie Amy


Chief Compliance Officer

Laura A. Hubbell, CFA®

Laura A. Hubbell, CFA®


Director of Client Care & Operations

Lauren Oyster, CFP®

Lauren Oyster, CFP®


Director of Client Experience

Leah Maybry, CPA

Leah Maybry, CPA


Advisor

Maria McCool

Maria McCool


Partner, Director of Solutions

Matt Barber, CFA®, CFP®

Matt Barber, CFA®, CFP®


Partner

Page Harty, CFP®, CDFA®

Page Harty, CFP®, CDFA®


Partner, Director of SignatureWOMEN

Philip Beatty, CPA, CFP®, CEPA

Philip Beatty, CPA, CFP®, CEPA


Partner

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

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


Property and Casualty Advisor

R. Kameron Besson

R. Kameron Besson


Partner

Rob Vaka

Rob Vaka


Partner, Director of Player Engagement, SignaturePRO

Robin Lee Marx, CFA®, CFP®

Robin Lee Marx, CFA®, CFP®


Director of Portfolio Management

Russ Cearley, CFA®

Russ Cearley, CFA®


Partner, Director of Charlotte Office

S. Todd Sheets, CFA®, CAIA®

S. Todd Sheets, CFA®, CAIA®


Partner

Tom W. Clarke

Tom W. Clarke


Partner, Director of Research

Tony Welch, CFA®, CFP®, CMT

Tony Welch, CFA®, CFP®, CMT


Director of Investments

Tyler D. Reams, CFP®

Tyler D. Reams, CFP®


Partner

Victoria K. Shackley, JD, LLM, CFP®

Victoria K. Shackley, JD, LLM, CFP®


Partner

Wade Hill, CFA®, CFP®

Wade Hill, CFA®, CFP®


Partner, SignaturePRO

Walter Chamblee, MCITP, MCSA

Walter Chamblee, MCITP, MCSA


Director of Information Technology

Alex J. Moss, CFP®

Alex J. Moss, CFP®


Planning Associate

Allison F. Porter, CFP®, MBA

Allison F. Porter, CFP®, MBA


Planning Associate

Anna Reid Esoda,CFA®

Anna Reid Esoda,CFA®

Senior Portfolio Analyst

Bethany C. Wilmoth

Bethany C. Wilmoth


Portfolio Accounting Specialist

Bradley K. Kaufman, CAIA

Bradley K. Kaufman, CAIA


Senior Investment Analyst

Brandon R. Simmons, CFP®

Brandon R. Simmons, CFP®


Planning Associate

Chadwick L. Hunt

Chadwick L. Hunt


Alternatives Operations Specialist

Charity A. Swan

Charity A. Swan


Senior Client Care Associate

Connie Kelly

Connie Kelly


Senior Client Care Associate

Dan Frechette

Dan Frechette


Client Care Associate

Daniel Sullivan

Daniel Sullivan


Client Care Associate

David J. Langley, CFA®

David J. Langley, CFA®


Senior Investment Analyst

Elias J. Crist

Elias J. Crist


Planning Associate

Emily Roberts

Emily Roberts


Senior Client Care Associate

Evelyn B. Green

Evelyn B. Green


Senior Client Care Associate

Graham H. Reynolds, M.S.

Graham H. Reynolds, M.S.


Initiative Associate

Harlan N. Graiser, MBA, CFP®, CLTC

Harlan N. Graiser, MBA, CFP®, CLTC


Senior Risk Management Consultant

Jackie Broe

Jackie Broe


Client Care Associate

Jennifer Ade

Jennifer Ade


Office Manager

Jennifer L. Gay

Jennifer L. Gay


Senior Client Care Associate

Jeremy Bender

Jeremy Bender


Senior Portfolio Analyst

Jonathan A. Galvis, CAIA

Jonathan A. Galvis, CAIA


Portfolio Analyst

Keilah Everett Barikos

Keilah Everett Barikos


Assistant Director of Operations

Kelly J. Becker

Kelly J. Becker


Insurance Client Care Associate

Kevin Esbenshade

Kevin Esbenshade


Alternative Portfolio Accounting Specialist

Kimberly B. Stewart

Kimberly B. Stewart


Senior Client Care Associate

Kristen L. Rogers

Kristen L. Rogers


Client Care Associate

Lauren L. Aletraris, CPA

Lauren L. Aletraris, CPA


Accounting Associate

Lesley M. Kerr

Lesley M. Kerr

McKenna H. Law, CFP®

McKenna H. Law, CFP®


Planning Associate

Meghan P. McBride, CFP®

Meghan P. McBride, CFP®


Planning Associate

Melanie Massie

Melanie Massie


Insurance Client Care Associate

Mimi A. Cooley

Mimi A. Cooley


Marketing & Events Specialist

Moc Ly, MCP, CCNA

Moc Ly, MCP, CCNA


Senior Network Engineer

Morgan Liptak

Morgan Liptak


Initiative Associate

Noel Fuller

Noel Fuller


Client Care Associate

Saida Clements

Saida Clements


Client Care Associate

Valentina (Val) Gonzalez

Valentina (Val) Gonzalez


Planning Associate

Victoria E. Santini

Victoria E. Santini


Planning Associate