Our Team - SignatureFD Resources and Information

Alex J. Moss, CFP®

Partner, Wealth Advisor

Ashley Corban

Partner, Chief Financial and People Officer

Ashley H. Healy

P&C Insurance Advisor

Bethany C. Wilmoth

Director of Portfolio Accounting

Blair C. Cunningham, CPA, CFP®

Partner, Wealth Advisor

Blake M. Williams, MBA, AFC®, CFP®

Partner, Wealth Advisor, Board Member

Bradley K. Kaufman, CAIA

Partner, Director of Alternative Investments

Brian W. Frey, CFP®

Partner, Wealth Advisor

C. Bryan Craig, CFP®

Partner, Wealth Advisor

Catie Hochstetler, CFP®, MBA

Wealth Advisor

Chadwick L. Hunt

Director of Fund Management

Chuck G. Gray, CFP®

Partner, Wealth Advisor

Clara C. Parris, CFP®

Partner, Wealth Advisor

Colin Sturgis, CFP®

Partner, Wealth Advisor

Crystal Cooper Mathis

Partner, Chief Marketing Officer

Dan Dubay, CFP®

Partner, Wealth Advisor

David S. Fisher, CPA, CFA®, CFP®

Senior Advisor, Chief Wealth Officer, Board Member, Co-Founder

Doug Liptak, CFP®, CPA

Senior Advisor, Chief Strategy Officer, Board Member, Co-Founder

Elizabeth (Liz) DiPaolo, CFP®

Partner, Wealth Advisor

Elizabeth Burdette, JD, CAP®

Partner, Philanthropic Advisor

Evan Carter, CFP®, MDiv

Partner, Wealth Advisor

Evelyn B. Green

Director of Billing

Hank Estep, CFP®

Wealth Advisor

Heather Robertson Fortner, MS, IACCP®

Chair, Chief Executive Officer

Isabel F. Berbert

Partner, Wealth Advisor

Isobo Amaso, CFP®, CTS™

Wealth Advisor

James E. Tally II, CTFA, CFP®

Partner, Wealth Advisor

James P. Yost, CFP®, CAIA®, CTS™

Partner, Wealth Advisor

Jamie McCusker Gentry, CFP®

Partner, Wealth Advisor

Jay Loyd, CPA, CFP®

Partner, Wealth Advisor

JD Thacker, CFP®

Partner, Wealth Advisor

Jennifer T. Stephenson, CPA

Partner, Chief Planning Officer

Jessica Soto, SHRM-SCP

Director of People and Culture

Jonathan A. Galvis, CAIA, CFA®

Director of Portfolio Management

Katie Amy

Partner, Chief Compliance Officer

Keilah Everett Barikos

Director of Element Operations

Kimberly B. Stewart

Director of Service

Laura A. Hubbell, CFA®

Partner, Chief Information Officer

Leah Maybry, CPA

Partner, Wealth Advisor

Margaret Huang Casey, CFP®️

Partner, Chief Service Officer

Maria McCool

Partner, Director of P&C Insurance

Matt Barber, CFA®, CFP®

Partner, Wealth Advisor

McKenna H. Law, CFP®

Wealth Advisor

Philip Beatty, CPA, CFP®, CEPA

Partner, Wealth Advisor

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

P&C Insurance Advisor

R. Kameron Besson

Partner

Russ Cearley, CFA®

Partner, Senior Advisor, Board Member

Spencer Borchelt, CFP®

Wealth Advisor

S. Todd Sheets, CFA®, CAIA®

Partner, Wealth Advisor, Board Member

Stacy Schurter, CLU

Annuity, Life, Long-term Care, and Disability Insurance Advisor

Tim Maurer, CFP®, RLP®

Chief Advisory Officer

Tom W. Clarke

Partner, Director of Investments

Tony Welch, CFA®, CFP®, CMT

Partner, Chief Investment Officer

Tyler D. Reams, CFP®

Partner, Wealth Advisor, Board Member

Victoria K. Shackley, JD, LLM, CFP®

Partner, Wealth Advisor

Wade Hill, CFA®, CFP®

Partner, Wealth Advisor

Walter Chamblee

Partner, Chief Technology Officer

Aakash Panchal

Portfolio Analyst

Allison F. Porter, CFP®, MBA

Senior Planning Associate

Alondra Martinez

Initiative Executive Assistant

Ama Yates-Ekong

Senior Portfolio Accounting Specialist

Ari Edlin

Business Development Associate

Ari Garcia Diaz

Planning Associate

Ashley Worley

Business Data Analyst

Audrey Haney, CFP®

Senior Planning Associate

Brandon R. Simmons, CFP®

Planning Associate

Charity A. Swan

Senior Client Care Associate

Christina Datillo

Executive Assistant to the CEO

Colleen Barnes

Client Care Associate

Eliza Felgenhauer, J.D., IACCP®

Compliance Associate

Elizabeth R. Pickett

Senior Portfolio Reporting Manager

Emily Fleming

Planning Associate

Emily Roberts

Senior Client Care Associate

Emily Winkfield

Senior Client Care Associate

Erin Bruce, AFC®, CFP®

Senior Planning Associate

Ian McGraw, CFP®

Planning Associate

Jackie Broe

Senior Client Care Associate

Jennifer Ade

Office Manager

John August Lienert, CFP®

Planning Associate

Josh Singer

Planning Associate

Kade Scott

Portfolio Analyst

Kahaia Lewis

Alternatives Operations Associate

Kelly J. Becker

Initiative Executive Assistant

Kelly Bunting

Portfolio Accounting Specialist

Kelly Rowswell

Client Care Associate

Kevin Esbenshade

Senior Alternatives Portfolio Accounting Specialist

Laurel Coffing

Senior Client Care Associate

Lauren L. Aletraris, CPA

Controller

Lauren Edholm

Client Care Associate

Lesley M. Kerr

Senior Client Care Associate

Lizzie Allen

Initiative Executive Assistant

Lorelle Mills

Client Care Associate

Mark Sommerville

Client Care Associate

Mckenzie Baker

Client Care Associate

Meghan P. McBride, CFP®, CDFA®, CTFA

Senior Planning Associate

Melissa Bensman, CFP®

Initiative Executive Assistant

Mimi A. Cooley

Senior Client Care Associate

Mitch Weidner, CFP®

Planning Associate

Moc Ly, MCP, CCNA

Senior Systems Engineer

Molly McDonald

Client Care Associate

Morgan Kracala

Client Care Associate

Nick Amat, CFA® , CAIA®

Senior Portfolio Designer

Parker Dixon

Portfolio Analyst

Paul Konopacki CFA®

Senior Portfolio Analyst

Saida Dubose

Held Away Accounts Specialist

Sam Liptak, CFP®

Planning Associate

Shane Seckinger, CFP®

Planning Associate

Sharon Margetson, CFA®, CIPM®

Senior Investment Analyst

Thomas Long, CFP®

Planning Associate

Traci Thomas

Client Care Associate

Valentina (Val) Gonzalez CFP®

Senior Planning Associate

Victoria L. Buening

Senior Client Care Associate

Victoria E. Santini, CFP®

Senior Planning Associate

Alex J. Moss, CFP®

Partner, Wealth Advisor

Ashley Corban

Partner, Chief Financial and People Officer

Ashley H. Healy

P&C Insurance Advisor

Bethany C. Wilmoth

Director of Portfolio Accounting

Blair C. Cunningham, CPA, CFP®

Partner, Wealth Advisor

Blake M. Williams, MBA, AFC®, CFP®

Partner, Wealth Advisor, Board Member

Bradley K. Kaufman, CAIA

Partner, Director of Alternative Investments

Brian W. Frey, CFP®

Partner, Wealth Advisor

C. Bryan Craig, CFP®

Partner, Wealth Advisor

Catie Hochstetler, CFP®, MBA

Wealth Advisor

Chadwick L. Hunt

Director of Fund Management

Chuck G. Gray, CFP®

Partner, Wealth Advisor

Clara C. Parris, CFP®

Partner, Wealth Advisor

Colin Sturgis, CFP®

Partner, Wealth Advisor

Crystal Cooper Mathis

Partner, Chief Marketing Officer

Dan Dubay, CFP®

Partner, Wealth Advisor

David S. Fisher, CPA, CFA®, CFP®

Senior Advisor, Chief Wealth Officer, Board Member, Co-Founder

Doug Liptak, CFP®, CPA

Senior Advisor, Chief Strategy Officer, Board Member, Co-Founder

Elizabeth (Liz) DiPaolo, CFP®

Partner, Wealth Advisor

Elizabeth Burdette, JD, CAP®

Partner, Philanthropic Advisor

Evan Carter, CFP®, MDiv

Partner, Wealth Advisor

Evelyn B. Green

Director of Billing

Hank Estep, CFP®

Wealth Advisor

Heather Robertson Fortner, MS, IACCP®

Chair, Chief Executive Officer

Isabel F. Berbert

Partner, Wealth Advisor

Isobo Amaso, CFP®, CTS™

Wealth Advisor

James E. Tally II, CTFA, CFP®

Partner, Wealth Advisor

James P. Yost, CFP®, CAIA®, CTS™

Partner, Wealth Advisor

Jamie McCusker Gentry, CFP®

Partner, Wealth Advisor

Jay Loyd, CPA, CFP®

Partner, Wealth Advisor

JD Thacker, CFP®

Partner, Wealth Advisor

Jennifer T. Stephenson, CPA

Partner, Chief Planning Officer

Jessica Soto, SHRM-SCP

Director of People and Culture

Jonathan A. Galvis, CAIA, CFA®

Director of Portfolio Management

Katie Amy

Partner, Chief Compliance Officer

Keilah Everett Barikos

Director of Element Operations

Kimberly B. Stewart

Director of Service

Laura A. Hubbell, CFA®

Partner, Chief Information Officer

Leah Maybry, CPA

Partner, Wealth Advisor

Margaret Huang Casey, CFP®️

Partner, Chief Service Officer

Maria McCool

Partner, Director of P&C Insurance

Matt Barber, CFA®, CFP®

Partner, Wealth Advisor

McKenna H. Law, CFP®

Wealth Advisor

Philip Beatty, CPA, CFP®, CEPA

Partner, Wealth Advisor

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

P&C Insurance Advisor

R. Kameron Besson

Partner

Russ Cearley, CFA®

Partner, Senior Advisor, Board Member

Spencer Borchelt, CFP®

Wealth Advisor

S. Todd Sheets, CFA®, CAIA®

Partner, Wealth Advisor, Board Member

Stacy Schurter, CLU

Annuity, Life, Long-term Care, and Disability Insurance Advisor

Tim Maurer, CFP®, RLP®

Chief Advisory Officer

Tom W. Clarke

Partner, Director of Investments

Tony Welch, CFA®, CFP®, CMT

Partner, Chief Investment Officer

Tyler D. Reams, CFP®

Partner, Wealth Advisor, Board Member

Victoria K. Shackley, JD, LLM, CFP®

Partner, Wealth Advisor

Wade Hill, CFA®, CFP®

Partner, Wealth Advisor

Walter Chamblee

Partner, Chief Technology Officer

Aakash Panchal

Portfolio Analyst

Allison F. Porter, CFP®, MBA

Senior Planning Associate

Alondra Martinez

Initiative Executive Assistant

Ama Yates-Ekong

Senior Portfolio Accounting Specialist

Ari Edlin

Business Development Associate

Ari Garcia Diaz

Planning Associate

Ashley Worley

Business Data Analyst

Audrey Haney, CFP®

Senior Planning Associate

Brandon R. Simmons, CFP®

Planning Associate

Charity A. Swan

Senior Client Care Associate

Christina Datillo

Executive Assistant to the CEO

Colleen Barnes

Client Care Associate

Eliza Felgenhauer, J.D., IACCP®

Compliance Associate

Elizabeth R. Pickett

Senior Portfolio Reporting Manager

Emily Fleming

Planning Associate

Emily Roberts

Senior Client Care Associate

Emily Winkfield

Senior Client Care Associate

Erin Bruce, AFC®, CFP®

Senior Planning Associate

Ian McGraw, CFP®

Planning Associate

Jackie Broe

Senior Client Care Associate

Jennifer Ade

Office Manager

John August Lienert, CFP®

Planning Associate

Josh Singer

Planning Associate

Kade Scott

Portfolio Analyst

Kahaia Lewis

Alternatives Operations Associate

Kelly J. Becker

Initiative Executive Assistant

Kelly Bunting

Portfolio Accounting Specialist

Kelly Rowswell

Client Care Associate

Kevin Esbenshade

Senior Alternatives Portfolio Accounting Specialist

Laurel Coffing

Senior Client Care Associate

Lauren L. Aletraris, CPA

Controller

Lauren Edholm

Client Care Associate

Lesley M. Kerr

Senior Client Care Associate

Lizzie Allen

Initiative Executive Assistant

Lorelle Mills

Client Care Associate

Mark Sommerville

Client Care Associate

Mckenzie Baker

Client Care Associate

Meghan P. McBride, CFP®, CDFA®, CTFA

Senior Planning Associate

Melissa Bensman, CFP®

Initiative Executive Assistant

Mimi A. Cooley

Senior Client Care Associate

Mitch Weidner, CFP®

Planning Associate

Moc Ly, MCP, CCNA

Senior Systems Engineer

Molly McDonald

Client Care Associate

Morgan Kracala

Client Care Associate

Nick Amat, CFA® , CAIA®

Senior Portfolio Designer

Parker Dixon

Portfolio Analyst

Paul Konopacki CFA®

Senior Portfolio Analyst

Saida Dubose

Held Away Accounts Specialist

Sam Liptak, CFP®

Planning Associate

Shane Seckinger, CFP®

Planning Associate

Sharon Margetson, CFA®, CIPM®

Senior Investment Analyst

Thomas Long, CFP®

Planning Associate

Traci Thomas

Client Care Associate

Valentina (Val) Gonzalez CFP®

Senior Planning Associate

Victoria L. Buening

Senior Client Care Associate

Victoria E. Santini, CFP®

Senior Planning Associate