Alex J. Moss, CFP®

Alex J. Moss, CFP®


Wealth Advisor, SignatureGENEROSITY

Ashley Corban

Ashley Corban


Partner, Chief Financial and People Officer

Ashley H. Healy

Ashley H. Healy


P&C Insurance Advisor

Blair C. Cunningham, CPA, CFP®

Blair C. Cunningham, CPA, CFP®


Partner, Wealth Advisor, Director of SignatureGENEROSITY

Blake M. Williams, MBA, AFC®, CFP®

Blake M. Williams, MBA, AFC®, CFP®


Partner, Wealth Advisor, SignatureEXEC

Brian W. Frey, CFP®

Brian W. Frey, CFP®


Partner, Wealth Advisor

C. Bryan Craig, CFP®

C. Bryan Craig, CFP®


Partner, Wealth Advisor

Catie M. Stewart, CFP®, MBA

Catie M. Stewart, CFP®, MBA


Wealth Advisor

Chadwick L. Hunt

Chadwick L. Hunt


Director of Fund Management

Chuck G. Gray, CFP®

Chuck G. Gray, CFP®


Partner, Wealth Advisor, Director of SignatureLAW

Clara C. Parris, CFP®

Clara C. Parris, CFP®


Partner, Wealth Advisor

Colin Sturgis, CFP®, CSRIC™

Colin Sturgis, CFP®, CSRIC™


Partner, Wealth Advisor

Crystal Cooper Mathis

Crystal Cooper Mathis


Partner, Chief Marketing Officer

Dan Dubay, CFP®

Dan Dubay, CFP®


Partner, Wealth Advisor, 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 Strategy Officer

Elizabeth (Liz) DiPaolo, CFP®

Elizabeth (Liz) DiPaolo, CFP®


Partner, Wealth Advisor

Elizabeth Burdette, JD

Elizabeth Burdette, JD


Director of Giving

Elizabeth R. Pickett

Elizabeth R. Pickett


Director of Portfolio Accounting

Evan Carter, CFP®, MDiv

Evan Carter, CFP®, MDiv


Partner, Wealth Advisor

Frank D. Strickland

Frank D. Strickland


Partner

Harlan N. Graiser, MBA, CFP®, CLTC

Harlan N. Graiser, MBA, CFP®, CLTC


LLAD Insurance Advisor

Heather Robertson Fortner, MS, IACCP®

Heather Robertson Fortner, MS, IACCP®


Partner, Chief Executive Officer

Isabel F. Berbert

Isabel F. Berbert


Partner, Wealth Advisor

James E. Tally II, CTFA, CFP®

James E. Tally II, CTFA, CFP®


Partner, Wealth Advisor, Director of SignatureHEALTH

James P. Yost, CFP®, CAIA®

James P. Yost, CFP®, CAIA®


Partner, Wealth Advisor

Jamie McCusker Gentry, CFP®

Jamie McCusker Gentry, CFP®


Partner, Wealth Advisor, SignatureWOMEN

Jay Loyd, CPA, CFP®

Jay Loyd, CPA, CFP®


Partner, Wealth Advisor

JD Thacker, CFP®

JD Thacker, CFP®


Wealth Advisor

Jennifer T. Stephenson, CPA

Jennifer T. Stephenson, CPA


Director of Financial Planning

Jonathan A. Galvis, CAIA, CFA®

Jonathan A. Galvis, CAIA, CFA®


Director of Portfolio Management

Katie Amy

Katie Amy


Partner, Chief Compliance Officer

Keilah Everett Barikos

Keilah Everett Barikos


Director of Element Operations

Kimberly B. Stewart

Kimberly B. Stewart


Director of Service

Laura A. Hubbell, CFA®

Laura A. Hubbell, CFA®


Partner, Chief Information Officer

Leah Maybry, CPA

Leah Maybry, CPA


Partner, Wealth Advisor

Maria McCool

Maria McCool


Partner, Director of Insurance

Matt Barber, CFA®, CFP®

Matt Barber, CFA®, CFP®


Partner, Wealth Advisor, Director of SignatureENTREPRENEUR

Philip Beatty, CPA, CFP®, CEPA

Philip Beatty, CPA, CFP®, CEPA


Partner, Wealth Advisor

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

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


P&C Insurance Advisor

R. Kameron Besson

R. Kameron Besson


Partner

Rob Vaka

Rob Vaka


Partner, Director of Player Engagement, SignaturePRO

Russ Cearley, CFA®

Russ Cearley, CFA®


Partner, Wealth Advisor, Director of Charlotte Office

S. Todd Sheets, CFA®, CAIA®

S. Todd Sheets, CFA®, CAIA®


Partner, Wealth Advisor, Director of Strategic Partners

Tom W. Clarke

Tom W. Clarke


Partner, Director of Research

Tony Welch, CFA®, CFP®, CMT

Tony Welch, CFA®, CFP®, CMT


Partner, Chief Investment Officer

Tyler D. Reams, CFP®

Tyler D. Reams, CFP®


Partner, Wealth Advisor

Victoria K. Shackley, JD, LLM, CFP®

Victoria K. Shackley, JD, LLM, CFP®


Partner, Director of SignatureWOMEN

Wade Hill, CFA®, CFP®

Wade Hill, CFA®, CFP®


Partner, Wealth Advisor

Walter Chamblee

Walter Chamblee


Partner, Chief Technology Officer

Adrianne Bryan

Adrianne Bryan


Operations Associate

Allison F. Porter, CFP®, MBA

Allison F. Porter, CFP®, MBA


Senior Planning Associate

Audrey Haney, CFP®

Audrey Haney, CFP®


Planning Associate

Bethany C. Wilmoth

Bethany C. Wilmoth


Senior Portfolio Accounting Specialist

Bradley K. Kaufman, CAIA

Bradley K. Kaufman, CAIA


Senior Investment Analyst

Brandon R. Simmons, CFP®

Brandon R. Simmons, CFP®


Planning Associate

Charity A. Swan

Charity A. Swan


Senior Client Care Associate

Connie Kelly

Connie Kelly


Senior Client Care Associate

Dan Frechette

Dan Frechette


Senior Client Care Associate

Emily Cornell

Emily Cornell


Client Care Associate

Emily Roberts

Emily Roberts


Senior Client Care Associate

Evelyn B. Green

Evelyn B. Green


Senior Finance Associate

Hank Estep, CFP®

Hank Estep, CFP®


Senior Planning Associate

Isobo Amaso, CFP®

Isobo Amaso, CFP®


Planning Associate

Jackie Broe

Jackie Broe


Senior Client Care Associate

Jennifer Ade

Jennifer Ade


Office Manager

Jennifer L. Gay

Jennifer L. Gay


Senior Client Care Associate

Kelly J. Becker

Kelly J. Becker


Planning Associate

Kevin Esbenshade

Kevin Esbenshade


Alternatives Portfolio Accounting Specialist

Kristen L. Rogers

Kristen L. Rogers


Technology Operations Specialist

Lauren L. Aletraris, CPA

Lauren L. Aletraris, CPA


Senior Accounting Associate

Lesley M. Kerr

Lesley M. Kerr


Client Care Associate

McKenna H. Law, CFP®

McKenna H. Law, CFP®


Senior Planning Associate

Meghan P. McBride, CFP®

Meghan P. McBride, CFP®


Senior Planning Associate

Melanie Massie

Melanie Massie


Insurance Client Care Associate

Mimi A. Cooley

Mimi A. Cooley


Senior Client Care Associate

Mitch Weidner

Mitch Weidner


Planning Associate

Moc Ly, MCP, CCNA

Moc Ly, MCP, CCNA


Senior Network Engineer

Morgan Kracala

Morgan Kracala


Client Care Associate

Noel Fuller

Noel Fuller


Client Care Associate

Paul Konopacki

Paul Konopacki


Portfolio Analyst

Ramsey Ashworth

Ramsey Ashworth


Client Care Associate

Saida Clements

Saida Clements


Client Care Associate

Sam Liptak

Sam Liptak


Planning Associate

Valentina (Val) Gonzalez

Valentina (Val) Gonzalez


Planning Associate

Victoria E. Santini, CFP®

Victoria E. Santini, CFP®


Planning Associate

Alex J. Moss, CFP®

Alex J. Moss, CFP®


Wealth Advisor, SignatureGENEROSITY

Ashley Corban

Ashley Corban


Partner, Chief Financial and People Officer

Ashley H. Healy

Ashley H. Healy


P&C Insurance Advisor

Blair C. Cunningham, CPA, CFP®

Blair C. Cunningham, CPA, CFP®


Partner, Wealth Advisor, Director of SignatureGENEROSITY

Blake M. Williams, MBA, AFC®, CFP®

Blake M. Williams, MBA, AFC®, CFP®


Partner, Wealth Advisor, SignatureEXEC

Brian W. Frey, CFP®

Brian W. Frey, CFP®


Partner, Wealth Advisor

C. Bryan Craig, CFP®

C. Bryan Craig, CFP®


Partner, Wealth Advisor

Catie M. Stewart, CFP®, MBA

Catie M. Stewart, CFP®, MBA


Wealth Advisor

Chadwick L. Hunt

Chadwick L. Hunt


Director of Fund Management

Chuck G. Gray, CFP®

Chuck G. Gray, CFP®


Partner, Wealth Advisor, Director of SignatureLAW

Clara C. Parris, CFP®

Clara C. Parris, CFP®


Partner, Wealth Advisor

Colin Sturgis, CFP®, CSRIC™

Colin Sturgis, CFP®, CSRIC™


Partner, Wealth Advisor

Crystal Cooper Mathis

Crystal Cooper Mathis


Partner, Chief Marketing Officer

Dan Dubay, CFP®

Dan Dubay, CFP®


Partner, Wealth Advisor, 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 Strategy Officer

Elizabeth (Liz) DiPaolo, CFP®

Elizabeth (Liz) DiPaolo, CFP®


Partner, Wealth Advisor

Elizabeth Burdette, JD

Elizabeth Burdette, JD


Director of Giving

Elizabeth R. Pickett

Elizabeth R. Pickett


Director of Portfolio Accounting

Evan Carter, CFP®, MDiv

Evan Carter, CFP®, MDiv


Partner, Wealth Advisor

Frank D. Strickland

Frank D. Strickland


Partner

Harlan N. Graiser, MBA, CFP®, CLTC

Harlan N. Graiser, MBA, CFP®, CLTC


LLAD Insurance Advisor

Heather Robertson Fortner, MS, IACCP®

Heather Robertson Fortner, MS, IACCP®


Partner, Chief Executive Officer

Isabel F. Berbert

Isabel F. Berbert


Partner, Wealth Advisor

James E. Tally II, CTFA, CFP®

James E. Tally II, CTFA, CFP®


Partner, Wealth Advisor, Director of SignatureHEALTH

James P. Yost, CFP®, CAIA®

James P. Yost, CFP®, CAIA®


Partner, Wealth Advisor

Jamie McCusker Gentry, CFP®

Jamie McCusker Gentry, CFP®


Partner, Wealth Advisor, SignatureWOMEN

Jay Loyd, CPA, CFP®

Jay Loyd, CPA, CFP®


Partner, Wealth Advisor

JD Thacker, CFP®

JD Thacker, CFP®


Wealth Advisor

Jennifer T. Stephenson, CPA

Jennifer T. Stephenson, CPA


Director of Financial Planning

Jonathan A. Galvis, CAIA, CFA®

Jonathan A. Galvis, CAIA, CFA®


Director of Portfolio Management

Katie Amy

Katie Amy


Partner, Chief Compliance Officer

Keilah Everett Barikos

Keilah Everett Barikos


Director of Element Operations

Kimberly B. Stewart

Kimberly B. Stewart


Director of Service

Laura A. Hubbell, CFA®

Laura A. Hubbell, CFA®


Partner, Chief Information Officer

Leah Maybry, CPA

Leah Maybry, CPA


Partner, Wealth Advisor

Maria McCool

Maria McCool


Partner, Director of Insurance

Matt Barber, CFA®, CFP®

Matt Barber, CFA®, CFP®


Partner, Wealth Advisor, Director of SignatureENTREPRENEUR

Philip Beatty, CPA, CFP®, CEPA

Philip Beatty, CPA, CFP®, CEPA


Partner, Wealth Advisor

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

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


P&C Insurance Advisor

R. Kameron Besson

R. Kameron Besson


Partner

Rob Vaka

Rob Vaka


Partner, Director of Player Engagement, SignaturePRO

Russ Cearley, CFA®

Russ Cearley, CFA®


Partner, Wealth Advisor, Director of Charlotte Office

S. Todd Sheets, CFA®, CAIA®

S. Todd Sheets, CFA®, CAIA®


Partner, Wealth Advisor, Director of Strategic Partners

Tom W. Clarke

Tom W. Clarke


Partner, Director of Research

Tony Welch, CFA®, CFP®, CMT

Tony Welch, CFA®, CFP®, CMT


Partner, Chief Investment Officer

Tyler D. Reams, CFP®

Tyler D. Reams, CFP®


Partner, Wealth Advisor

Victoria K. Shackley, JD, LLM, CFP®

Victoria K. Shackley, JD, LLM, CFP®


Partner, Director of SignatureWOMEN

Wade Hill, CFA®, CFP®

Wade Hill, CFA®, CFP®


Partner, Wealth Advisor

Walter Chamblee

Walter Chamblee


Partner, Chief Technology Officer

Adrianne Bryan

Adrianne Bryan


Operations Associate

Allison F. Porter, CFP®, MBA

Allison F. Porter, CFP®, MBA


Senior Planning Associate

Audrey Haney, CFP®

Audrey Haney, CFP®


Planning Associate

Bethany C. Wilmoth

Bethany C. Wilmoth


Senior Portfolio Accounting Specialist

Bradley K. Kaufman, CAIA

Bradley K. Kaufman, CAIA


Senior Investment Analyst

Brandon R. Simmons, CFP®

Brandon R. Simmons, CFP®


Planning Associate

Charity A. Swan

Charity A. Swan


Senior Client Care Associate

Connie Kelly

Connie Kelly


Senior Client Care Associate

Dan Frechette

Dan Frechette


Senior Client Care Associate

Emily Cornell

Emily Cornell


Client Care Associate

Emily Roberts

Emily Roberts


Senior Client Care Associate

Evelyn B. Green

Evelyn B. Green


Senior Finance Associate

Hank Estep, CFP®

Hank Estep, CFP®


Senior Planning Associate

Isobo Amaso, CFP®

Isobo Amaso, CFP®


Planning Associate

Jackie Broe

Jackie Broe


Senior Client Care Associate

Jennifer Ade

Jennifer Ade


Office Manager

Jennifer L. Gay

Jennifer L. Gay


Senior Client Care Associate

Kelly J. Becker

Kelly J. Becker


Planning Associate

Kevin Esbenshade

Kevin Esbenshade


Alternatives Portfolio Accounting Specialist

Kristen L. Rogers

Kristen L. Rogers


Technology Operations Specialist

Lauren L. Aletraris, CPA

Lauren L. Aletraris, CPA


Senior Accounting Associate

Lesley M. Kerr

Lesley M. Kerr


Client Care Associate

McKenna H. Law, CFP®

McKenna H. Law, CFP®


Senior Planning Associate

Meghan P. McBride, CFP®

Meghan P. McBride, CFP®


Senior Planning Associate

Melanie Massie

Melanie Massie


Insurance Client Care Associate

Mimi A. Cooley

Mimi A. Cooley


Senior Client Care Associate

Mitch Weidner

Mitch Weidner


Planning Associate

Moc Ly, MCP, CCNA

Moc Ly, MCP, CCNA


Senior Network Engineer

Morgan Kracala

Morgan Kracala


Client Care Associate

Noel Fuller

Noel Fuller


Client Care Associate

Paul Konopacki

Paul Konopacki


Portfolio Analyst

Ramsey Ashworth

Ramsey Ashworth


Client Care Associate

Saida Clements

Saida Clements


Client Care Associate

Sam Liptak

Sam Liptak


Planning Associate

Valentina (Val) Gonzalez

Valentina (Val) Gonzalez


Planning Associate

Victoria E. Santini, CFP®

Victoria E. Santini, CFP®


Planning Associate