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

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

Crystal Cooper


Director of Marketing and Communications

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®


Wealth 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


Wealth Advisor, SignatureGENEROSITY

Frank D. Strickland

Frank D. Strickland


Partner

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®


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, Director of SignaturePRO

JD Thacker, CFP®

JD Thacker, CFP®


Wealth Advisor

Jennifer T. Stephenson, CPA

Jennifer T. Stephenson, CPA


Director of Financial Planning

Katie Amy

Katie Amy


Chief Compliance Officer

Keilah Everett Barikos

Keilah Everett Barikos


Director of Client Operations

Laura A. Hubbell, CFA®

Laura A. Hubbell, CFA®


Director of Client Care & Operations

Leah Maybry, CPA

Leah Maybry, CPA


Partner, Wealth Advisor

Maria McCool

Maria McCool


Partner, Director of Solutions

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

Robin Lee Marx, CFA®, CFP®

Robin Lee Marx, CFA®, CFP®


Director of Portfolio Management

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


Director of Investments

Tyler D. Reams, CFP®

Tyler D. Reams, CFP®


Partner, Wealth Advisor

Victoria K. Shackley, JD, LLM, CFP®

Victoria K. Shackley, JD, LLM, CFP®


Director of SignatureWOMEN

Wade Hill, CFA®, CFP®

Wade Hill, CFA®, CFP®


Partner, Wealth Advisor

Walter Chamblee, MCITP, MCSA

Walter Chamblee, MCITP, MCSA


Director of Information Technology

Adrianne Bryan

Adrianne Bryan


Client Care Associate

Alexander Colovos

Alexander Colovos


Planning Associate

Allison F. Porter, CFP®, MBA

Allison F. Porter, CFP®, MBA


Planning Associate

Anna Reid Esoda,CFA®

Anna Reid Esoda,CFA®

Senior Client Transition Manager

Audrey Haney, CFP®

Audrey Haney, CFP®


Planning Associate

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


Senior 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

David J. Langley, CFA®

David J. Langley, CFA®


Senior Investment Analyst

Elias J. Crist, CFP®

Elias J. Crist, CFP®


Planning Associate

Emily Cornell

Emily Cornell


Client Care 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

Hank Estep, CFP®

Hank Estep, CFP®


Planning Associate

Harlan N. Graiser, MBA, CFP®, CLTC

Harlan N. Graiser, MBA, CFP®, CLTC


LLAD Insurance Advisor

Isobo Amaso, CFP®

Isobo Amaso, CFP®


Planning Associate

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, CFA®

Jeremy Bender, CFA®


Senior Portfolio Analyst

Jonathan A. Galvis, CAIA, CFA®

Jonathan A. Galvis, CAIA, CFA®


Portfolio Analyst

Kelly J. Becker

Kelly J. Becker


Initiative Associate

Kevin Esbenshade

Kevin Esbenshade


Alternatives Portfolio Accounting Specialist

Kimberly B. Stewart

Kimberly B. Stewart


Assistant Director of Client Care

Kristen L. Rogers

Kristen L. Rogers


Technology Operations Specialist

Lauren L. Aletraris, CPA

Lauren L. Aletraris, CPA


Accounting Associate

Lesley M. Kerr

Lesley M. Kerr


Client Care Associate

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


Client Care Associate

Moc Ly, MCP, CCNA

Moc Ly, MCP, CCNA


Senior Network Engineer

Morgan Liptak

Morgan Liptak


Client Care Associate

Noel Fuller

Noel Fuller


Client Care Associate

Paul Konopacki

Paul Konopacki


Portfolio Analyst

Ramsey Ashworth

Ramsey Ashworth


Initiative Associate

Saida Clements

Saida Clements


Client Care Associate

Valentina (Val) Gonzalez

Valentina (Val) Gonzalez


Planning Associate

Victoria E. Santini

Victoria E. Santini


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

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

Crystal Cooper


Director of Marketing and Communications

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®


Wealth 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


Wealth Advisor, SignatureGENEROSITY

Frank D. Strickland

Frank D. Strickland


Partner

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®


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, Director of SignaturePRO

JD Thacker, CFP®

JD Thacker, CFP®


Wealth Advisor

Jennifer T. Stephenson, CPA

Jennifer T. Stephenson, CPA


Director of Financial Planning

Katie Amy

Katie Amy


Chief Compliance Officer

Keilah Everett Barikos

Keilah Everett Barikos


Director of Client Operations

Laura A. Hubbell, CFA®

Laura A. Hubbell, CFA®


Director of Client Care & Operations

Leah Maybry, CPA

Leah Maybry, CPA


Partner, Wealth Advisor

Maria McCool

Maria McCool


Partner, Director of Solutions

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

Robin Lee Marx, CFA®, CFP®

Robin Lee Marx, CFA®, CFP®


Director of Portfolio Management

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


Director of Investments

Tyler D. Reams, CFP®

Tyler D. Reams, CFP®


Partner, Wealth Advisor

Victoria K. Shackley, JD, LLM, CFP®

Victoria K. Shackley, JD, LLM, CFP®


Director of SignatureWOMEN

Wade Hill, CFA®, CFP®

Wade Hill, CFA®, CFP®


Partner, Wealth Advisor

Walter Chamblee, MCITP, MCSA

Walter Chamblee, MCITP, MCSA


Director of Information Technology

Adrianne Bryan

Adrianne Bryan


Client Care Associate

Alexander Colovos

Alexander Colovos


Planning Associate

Allison F. Porter, CFP®, MBA

Allison F. Porter, CFP®, MBA


Planning Associate

Anna Reid Esoda,CFA®

Anna Reid Esoda,CFA®

Senior Client Transition Manager

Audrey Haney, CFP®

Audrey Haney, CFP®


Planning Associate

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


Senior 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

David J. Langley, CFA®

David J. Langley, CFA®


Senior Investment Analyst

Elias J. Crist, CFP®

Elias J. Crist, CFP®


Planning Associate

Emily Cornell

Emily Cornell


Client Care 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

Hank Estep, CFP®

Hank Estep, CFP®


Planning Associate

Harlan N. Graiser, MBA, CFP®, CLTC

Harlan N. Graiser, MBA, CFP®, CLTC


LLAD Insurance Advisor

Isobo Amaso, CFP®

Isobo Amaso, CFP®


Planning Associate

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, CFA®

Jeremy Bender, CFA®


Senior Portfolio Analyst

Jonathan A. Galvis, CAIA, CFA®

Jonathan A. Galvis, CAIA, CFA®


Portfolio Analyst

Kelly J. Becker

Kelly J. Becker


Initiative Associate

Kevin Esbenshade

Kevin Esbenshade


Alternatives Portfolio Accounting Specialist

Kimberly B. Stewart

Kimberly B. Stewart


Assistant Director of Client Care

Kristen L. Rogers

Kristen L. Rogers


Technology Operations Specialist

Lauren L. Aletraris, CPA

Lauren L. Aletraris, CPA


Accounting Associate

Lesley M. Kerr

Lesley M. Kerr


Client Care Associate

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


Client Care Associate

Moc Ly, MCP, CCNA

Moc Ly, MCP, CCNA


Senior Network Engineer

Morgan Liptak

Morgan Liptak


Client Care Associate

Noel Fuller

Noel Fuller


Client Care Associate

Paul Konopacki

Paul Konopacki


Portfolio Analyst

Ramsey Ashworth

Ramsey Ashworth


Initiative Associate

Saida Clements

Saida Clements


Client Care Associate

Valentina (Val) Gonzalez

Valentina (Val) Gonzalez


Planning Associate

Victoria E. Santini

Victoria E. Santini


Planning Associate