SIGNATUREEXEC®

FOCUS ON WHAT MATTERS MOST AND LIVE A GREAT LIFE.

Think you could be doing more with your resources, but don’t have the time? SignatureEXEC helps you simplify and organize your financial life so that you can do more.

WHAT WE OFFER

Executive Compensation | Tax Minimization | Financial Planning | Retirement Planning | Risk Management | Investment Strategy

SignatureEXECUTIVE Media & Insights

Life as an executive isn’t all business. We know this well, which is why we do more than just help you manage your money. We also offer resources that provide insights on how to leverage your wealth, maintain a healthy work-life balance, and build a worthwhile legacy — all while keeping focused on what matters most to you.

THE SIGNATUREEXEC® TEAM

Picture of Dan Dubay

DAN DUBAY, CFP®

Partner, Director of SignatureEXEC®

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Blake Williams financial advisor

BLAKE M. WILLIAMS MBA, AFC®, CFP®

Partner

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Val Gonzalez financial advisor

VALENTINA (VAL) GONZALEZ CFP®

Planning Associate

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Kim Stewart

KIMBERLY B. STEWART

Senior Client Care Associate

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DanFrechette Financial Advisor Customer Support

DAN FRECHETTE

Client Care Associate

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Lesley Kerr Financial Advisor

LESLEY M. KERR

Client Care Associate

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