Our Team
Ashley Corban
Director of Business Operations
Ashley H. Healy
Property and Casualty Advisor
Blair C. Cunningham, CPA, CFP®
Partner, Director of SignatureGENEROSITY
Blake M. Williams, MBA, AFC®, CFP®
Partner
Brian W. Frey, CFP®
Advisor
C. Bryan Craig, CFP®
Advisor
Catie M. Stewart, CFP®, MBA
Advisor
Chuck G. Gray, CFP®
Partner, Director of SignatureLAW®
Clara C. Parris, CFP®
Advisor
Colin Sturgis, CFP®, CSRIC™
Partner
Crystal Cooper
Director of Marketing and Communications
Dan Dubay, CFP®
Partner, Director of SignatureEXEC
David S. Fisher, CPA, CFA®, CFP®
Co-Founder, Chief Wealth Officer
Doug Liptak, CFP®, CPA
Co-Founder, Chief Growth Officer
Elizabeth (Liz) DiPaolo, CFP®
Advisor
Elizabeth Burdette, JD
Director of Client Engagement, SignatureGENEROSITY
Elizabeth R. Pickett
Director of Portfolio Accounting
Evan Carter, CFP®, MDiv
Advisor, SignatureGENEROSITY
Frank D. Strickland
Partner
Heather Robertson Fortner, MS, IACCP®
President and Chief Compliance Officer
Hunter Hill
Director of Advisor Development
Isabel F. Berbert
Advisor
James E. Tally II, CTFA, CFP®
Partner, Director of SignatureHEALTH
James P. Yost, CFP®, CAIA®
Advisor
Jamie McCusker Gentry, CFP®
Partner
Jay Loyd, CPA, CFP®
Partner, Director of SignaturePRO
JD Thacker, CFP®
Advisor
Jennifer T. Stephenson, CPA
Director of Financial Planning
Katie Amy
Director of Compliance
Laura A. Hubbell, CFA®
Director of Client Care & Operations
Lauren Oyster, CFP®
Director of Client Experience
Leah Maybry, CPA
Advisor
Maria McCool
Partner, Director of Solutions
Matt Barber, CFA®, CFP®
Partner
Page Harty, CFP®, CDFA®
Partner, Director of SignatureWOMEN
Philip Beatty, CPA, CFP®, CEPA
Partner
Phoebe Addice, CPCU®, AAI®, API™, AIS™
Property and Casualty Advisor
R. Kameron Besson
Partner
Rob Vaka
Partner, Director of Player Engagement, SignaturePRO
Robin Lee Marx, CFA®, CFP®
Director of Portfolio Management
Russ Cearley, CFA®
Partner, Director of Charlotte Office
S. Todd Sheets, CFA®, CAIA®
Partner
Tom W. Clarke
Partner, Director of Research
Tony Welch, CFA®, CFP®, CMT
Director of Investments
Tyler D. Reams, CFP®
Partner
Victoria K. Shackley, JD, LLM, CFP®
Partner
Wade Hill, CFA®, CFP®
Partner, SignaturePRO
Walter Chamblee, MCITP, MCSA
Director of Information Technology
Alex J. Moss, CFP®
Planning Associate
Allison F. Porter, CFP®, MBA
Planning Associate
Anna Reid Esoda,CFA®
Senior Portfolio Analyst
Bethany C. Wilmoth
Portfolio Accounting Specialist
Bradley K. Kaufman, CAIA
Senior Investment Analyst
Brandon R. Simmons, CFP®
Planning Associate
Chadwick L. Hunt
Alternatives Operations Specialist
Charity A. Swan
Senior Client Care Associate
Connie Kelly
Senior Client Care Associate
Dan Frechette
Client Care Associate
Daniel Sullivan
Client Care Associate
David J. Langley, CFA®
Senior Investment Analyst
Elias J. Crist
Planning Associate
Emily Roberts
Senior Client Care Associate
Evelyn B. Green
Senior Client Care Associate
Graham H. Reynolds, M.S.
Initiative Associate
Harlan N. Graiser, MBA, CFP®, CLTC
Senior Risk Management Consultant
Jackie Broe
Client Care Associate
Jennifer Ade
Office Manager
Jennifer L. Gay
Senior Client Care Associate
Jeremy Bender
Senior Portfolio Analyst
Jonathan A. Galvis
Portfolio Analyst
Keilah Everett Barikos
Assistant Director of Operations
Kelly J. Becker
Insurance Client Care Associate
Kevin Esbenshade
Alternative Portfolio Accounting Specialist
Kimberly B. Stewart
Senior Client Care Associate
Kristen L. Rogers
Client Care Associate
Lauren L. Aletraris, CPA
Accounting Associate
Lesley M. Kerr
Client Care Associate
McKenna H. Law, CFP®
Planning Associate
Meghan P. McBride, CFP®
Planning Associate
Melanie Massie
Insurance Client Care Associate
Michael J. Means, CPA/PFS, CFP®, MBA
Planning Associate
Mimi A. Cooley
Marketing & Events Specialist
Moc Ly, MCP, CCNA
Senior Network Engineer
Morgan Liptak
Initiative Associate
Noel Fuller
Client Care Associate
Saida Clements
Client Care Associate
Valentina (Val) Gonzalez
Planning Associate
Victoria E. Santini
Planning Associate
Alex J. Moss, CFP®
Planning Associate
Allison F. Porter, CFP®, MBA
Planning Associate
Anna Reid Esoda,CFA®
Senior Portfolio Analyst
Ashley Corban
Director of Business Operations
Ashley H. Healy
Property and Casualty Advisor
Bethany C. Wilmoth
Portfolio Accounting Specialist
Blair C. Cunningham, CPA, CFP®
Partner, Director of SignatureGENEROSITY
Blake M. Williams, MBA, AFC®, CFP®
Partner
Bradley K. Kaufman, CAIA
Senior Investment Analyst
Brandon R. Simmons, CFP®
Planning Associate
Brian W. Frey, CFP®
Advisor
C. Bryan Craig, CFP®
Advisor
Catie M. Stewart, CFP®, MBA
Advisor
Chadwick L. Hunt
Alternatives Operations Specialist
Charity A. Swan
Senior Client Care Associate
Chuck G. Gray, CFP®
Partner, Director of SignatureLAW®
Clara C. Parris, CFP®
Advisor
Colin Sturgis, CFP®, CSRIC™
Partner
Connie Kelly
Senior Client Care Associate
Crystal Cooper
Director of Marketing and Communications
Dan Dubay, CFP®
Partner, Director of SignatureEXEC
Dan Frechette
Client Care Associate
Daniel Sullivan
Client Care Associate
David J. Langley, CFA®
Senior Investment Analyst
David S. Fisher, CPA, CFA®, CFP®
Co-Founder, Chief Wealth Officer
Doug Liptak, CFP®, CPA
Co-Founder, Chief Growth Officer
Elias J. Crist
Planning Associate
Elizabeth (Liz) DiPaolo, CFP®
Advisor
Elizabeth Burdette, JD
Director of Client Engagement, SignatureGENEROSITY
Elizabeth R. Pickett
Director of Portfolio Accounting
Emily Roberts
Senior Client Care Associate
Evan Carter, CFP®, MDiv
Advisor, SignatureGENEROSITY
Evelyn B. Green
Senior Client Care Associate
Frank D. Strickland
Partner
Graham H. Reynolds, M.S.
Initiative Associate
Harlan N. Graiser, MBA, CFP®, CLTC
Senior Risk Management Consultant
Heather Robertson Fortner, MS, IACCP®
President and Chief Compliance Officer
Hunter Hill
Director of Advisor Development
Isabel F. Berbert
Advisor
Jackie Broe
Client Care Associate
James E. Tally II, CTFA, CFP®
Partner, Director of SignatureHEALTH
James P. Yost, CFP®, CAIA®
Advisor
Jamie McCusker Gentry, CFP®
Partner
Jay Loyd, CPA, CFP®
Partner, Director of SignaturePRO
JD Thacker, CFP®
Advisor
Jennifer Ade
Office Manager
Jennifer L. Gay
Senior Client Care Associate
Jennifer T. Stephenson, CPA
Director of Financial Planning
Jeremy Bender
Senior Portfolio Analyst
Jonathan A. Galvis
Portfolio Analyst
Katie Amy
Director of Compliance
Keilah Everett Barikos
Assistant Director of Operations
Kelly J. Becker
Insurance Client Care Associate
Kevin Esbenshade
Alternative Portfolio Accounting Specialist
Kimberly B. Stewart
Senior Client Care Associate
Kristen L. Rogers
Client Care Associate
Laura A. Hubbell, CFA®
Director of Client Care & Operations
Lauren L. Aletraris, CPA
Accounting Associate
Lauren Oyster, CFP®
Director of Client Experience
Leah Maybry, CPA
Advisor
Lesley M. Kerr
Client Care Associate
Maria McCool
Partner, Director of Solutions
Matt Barber, CFA®, CFP®
Partner
McKenna H. Law, CFP®
Planning Associate
Meghan P. McBride, CFP®
Planning Associate
Melanie Massie
Insurance Client Care Associate
Michael J. Means, CPA/PFS, CFP®, MBA
Planning Associate
Mimi A. Cooley
Marketing & Events Specialist
Moc Ly, MCP, CCNA
Senior Network Engineer
Morgan Liptak
Initiative Associate
Noel Fuller
Client Care Associate
Page Harty, CFP®, CDFA®
Partner, Director of SignatureWOMEN
Philip Beatty, CPA, CFP®, CEPA
Partner
Phoebe Addice, CPCU®, AAI®, API™, AIS™
Property and Casualty Advisor
R. Kameron Besson
Partner
Rob Vaka
Partner, Director of Player Engagement, SignaturePRO
Robin Lee Marx, CFA®, CFP®
Director of Portfolio Management
Russ Cearley, CFA®
Partner, Director of Charlotte Office
S. Todd Sheets, CFA®, CAIA®
Partner
Saida Clements
Client Care Associate
Tom W. Clarke
Partner, Director of Research
Tony Welch, CFA®, CFP®, CMT
Director of Investments
Tyler D. Reams, CFP®
Partner
Valentina (Val) Gonzalez
Planning Associate
Victoria E. Santini
Planning Associate
Victoria K. Shackley, JD, LLM, CFP®
Partner
Wade Hill, CFA®, CFP®
Partner, SignaturePRO
Walter Chamblee, MCITP, MCSA
Director of Information Technology
