Our Team

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