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

THE SIGNATUREEXEC® TEAM

Picture of Dan Dubay

DAN DUBAY, CFP®

Partner, Director of SignatureEXEC®

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Vicki Shackley financial advisor

VICTORIA K. SHACKLEY, JD, LLM, CFP®

Partner

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Blake Williams financial advisor

BLAKE M. WILLIAMS MBA, AFC®, CFP®

Partner

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Clara Parris financial planner

CLARA C. PARRIS CFP®

Advisor

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Elias Crist financial advisor

ELIAS J. CRIST

Planning Associate

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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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