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

Bethany C. Wilmoth

Bethany C. Wilmoth


Director of Portfolio Accounting

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

Bradley K. Kaufman, CAIA

Bradley K. Kaufman, CAIA


Director of Alternative Investments

Brian W. Frey, CFP®

Brian W. Frey, CFP®


Partner, Wealth Advisor

C. Bryan Craig, CFP®

C. Bryan Craig, CFP®


Partner, Wealth Advisor

Catie Hochstetler, CFP®, MBA

Catie Hochstetler, 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, Senior Advisor

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, CAP®

Elizabeth Burdette, JD, CAP®


Director of Giving

Elizabeth R. Pickett

Elizabeth R. Pickett


Senior Portfolio Reporting Manager

Evan Carter, CFP®, MDiv

Evan Carter, CFP®, MDiv


Partner, Wealth Advisor

Heather Robertson Fortner, MS, IACCP®

Heather Robertson Fortner, MS, IACCP®


Chair, 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®


Partner, Wealth Advisor

Jennifer T. Stephenson, CPA

Jennifer T. Stephenson, CPA


Partner, Chief Planning Officer

Jessica Soto, SHRM-SCP

Jessica Soto, SHRM-SCP


Director of People and Culture

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

Margaret Huang Casey, CFP®️

Margaret Huang Casey, CFP®️


Chief of Staff

Maria McCool

Maria McCool


Partner, Director of P&C Insurance

Matt Barber, CFA®, CFP®

Matt Barber, CFA®, CFP®


Partner, Wealth Advisor, Director of SignatureENTREPRENEUR

McKenna H. Law, CFP®

McKenna H. Law, CFP®


Wealth Advisor

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

Aakash Panchal

Aakash Panchal


Portfolio Analyst

Allison F. Porter, CFP®, MBA

Allison F. Porter, CFP®, MBA


Senior Planning Associate

Ama Yates-Ekong

Ama Yates-Ekong


Portfolio Accounting Specialist

Andrew Foray, CFP®

Andrew Foray, CFP®


Planning Associate

Audrey Haney, CFP®

Audrey Haney, CFP®


Planning Associate

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

Eliza Gillispie, J.D.

Eliza Gillispie, J.D.


Compliance Associate

Emily Fleming

Emily Fleming


Planning Associate

Emily Page

Emily Page


Client Care Associate

Emily Roberts

Emily Roberts


Senior Client Care Associate

Erin Bruce, AFC®, CFP®

Erin Bruce, AFC®, CFP®


Planning Associate

Evelyn B. Green

Evelyn B. Green


Senior Finance Associate

Hank Estep, CFP®

Hank Estep, CFP®


Senior Planning Associate

Ian McGraw, MSFP

Ian McGraw, MSFP


Planning Associate

Isobo Amaso, CFP®

Isobo Amaso, CFP®


Senior 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


Senior Technology Operations Specialist

Laurel Coffing

Laurel Coffing


Client Care Associate

Lauren L. Aletraris, CPA

Lauren L. Aletraris, CPA


Controller

Lauren Edholm

Lauren Edholm


Client Care Associate

Lesley M. Kerr

Lesley M. Kerr


Senior Client Care Associate

Meghan P. McBride, CFP®

Meghan P. McBride, CFP®


Senior Planning Associate

Melanie Massie

Melanie Massie


Life, Long-term Care, and Disability Insurance Coordinator

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

Parker Dixon

Parker Dixon


Portfolio Analyst

Paul Konopacki

Paul Konopacki


Portfolio Analyst

Saida Dubose

Saida Dubose


Client Care Associate

Sam Liptak

Sam Liptak


Planning Associate

Samantha Geier

Samantha Geier


Marketing and Communications Manager

Sharon Margetson, CFA®, CIPM®

Sharon Margetson, CFA®, CIPM®


Senior Investment Analyst

Spencer Borchelt, CFP®

Spencer Borchelt, CFP®


Planning Associate

Valentina (Val) Gonzalez

Valentina (Val) Gonzalez


Senior Planning Associate

Victoria L. Buening

Victoria L. Buening


Senior Client Care 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

Bethany C. Wilmoth

Bethany C. Wilmoth


Director of Portfolio Accounting

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

Bradley K. Kaufman, CAIA

Bradley K. Kaufman, CAIA


Director of Alternative Investments

Brian W. Frey, CFP®

Brian W. Frey, CFP®


Partner, Wealth Advisor

C. Bryan Craig, CFP®

C. Bryan Craig, CFP®


Partner, Wealth Advisor

Catie Hochstetler, CFP®, MBA

Catie Hochstetler, 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, Senior Advisor

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, CAP®

Elizabeth Burdette, JD, CAP®


Director of Giving

Elizabeth R. Pickett

Elizabeth R. Pickett


Senior Portfolio Reporting Manager

Evan Carter, CFP®, MDiv

Evan Carter, CFP®, MDiv


Partner, Wealth Advisor

Heather Robertson Fortner, MS, IACCP®

Heather Robertson Fortner, MS, IACCP®


Chair, 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®


Partner, Wealth Advisor

Jennifer T. Stephenson, CPA

Jennifer T. Stephenson, CPA


Partner, Chief Planning Officer

Jessica Soto, SHRM-SCP

Jessica Soto, SHRM-SCP


Director of People and Culture

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

Margaret Huang Casey, CFP®️

Margaret Huang Casey, CFP®️


Chief of Staff

Maria McCool

Maria McCool


Partner, Director of P&C Insurance

Matt Barber, CFA®, CFP®

Matt Barber, CFA®, CFP®


Partner, Wealth Advisor, Director of SignatureENTREPRENEUR

McKenna H. Law, CFP®

McKenna H. Law, CFP®


Wealth Advisor

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

Aakash Panchal

Aakash Panchal


Portfolio Analyst

Allison F. Porter, CFP®, MBA

Allison F. Porter, CFP®, MBA


Senior Planning Associate

Ama Yates-Ekong

Ama Yates-Ekong


Portfolio Accounting Specialist

Andrew Foray, CFP®

Andrew Foray, CFP®


Planning Associate

Audrey Haney, CFP®

Audrey Haney, CFP®


Planning Associate

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

Eliza Gillispie, J.D.

Eliza Gillispie, J.D.


Compliance Associate

Emily Fleming

Emily Fleming


Planning Associate

Emily Page

Emily Page


Client Care Associate

Emily Roberts

Emily Roberts


Senior Client Care Associate

Erin Bruce, AFC®, CFP®

Erin Bruce, AFC®, CFP®


Planning Associate

Evelyn B. Green

Evelyn B. Green


Senior Finance Associate

Hank Estep, CFP®

Hank Estep, CFP®


Senior Planning Associate

Ian McGraw, MSFP

Ian McGraw, MSFP


Planning Associate

Isobo Amaso, CFP®

Isobo Amaso, CFP®


Senior 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


Senior Technology Operations Specialist

Laurel Coffing

Laurel Coffing


Client Care Associate

Lauren L. Aletraris, CPA

Lauren L. Aletraris, CPA


Controller

Lauren Edholm

Lauren Edholm


Client Care Associate

Lesley M. Kerr

Lesley M. Kerr


Senior Client Care Associate

Meghan P. McBride, CFP®

Meghan P. McBride, CFP®


Senior Planning Associate

Melanie Massie

Melanie Massie


Life, Long-term Care, and Disability Insurance Coordinator

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

Parker Dixon

Parker Dixon


Portfolio Analyst

Paul Konopacki

Paul Konopacki


Portfolio Analyst

Saida Dubose

Saida Dubose


Client Care Associate

Sam Liptak

Sam Liptak


Planning Associate

Samantha Geier

Samantha Geier


Marketing and Communications Manager

Sharon Margetson, CFA®, CIPM®

Sharon Margetson, CFA®, CIPM®


Senior Investment Analyst

Spencer Borchelt, CFP®

Spencer Borchelt, CFP®


Planning Associate

Valentina (Val) Gonzalez

Valentina (Val) Gonzalez


Senior Planning Associate

Victoria L. Buening

Victoria L. Buening


Senior Client Care Associate

Victoria E. Santini, CFP®

Victoria E. Santini, CFP®


Planning Associate