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.

Design

Design

Design a plan that helps you to live abundantly now and in the future.

Delegate

Delegate

Delegate the details, so you can focus on what’s most important.

Coordinate

Coordinate

Have a team that coordinates your advisors and financial resources (your personal “CFO”).

Net Worthwhile

Net Worthwhile

Align your wealth and your worth to live the life you’ve always envisioned.

Design

Design

Design a plan that helps you to live abundantly now and in the future.

Delegate

Delegate

Delegate the details, so you can focus on what’s most important.

Coordinate

Coordinate

Have a team that coordinates your advisors and financial resources (your personal “CFO”).

Net Worthwhile

Net Worthwhile

Align your wealth and your worth to live the life you’ve always envisioned.

Design

Design

Design a plan that helps you to live abundantly now and in the future.

Delegate

Delegate

Delegate the details, so you can focus on what’s most important.

Coordinate

Coordinate

Have a team that coordinates your advisors and financial resources (your personal “CFO”).

Net Worthwhile

Net Worthwhile

Align your wealth and your worth to live the life you’ve always envisioned.

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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Blake Williams financial advisor

BLAKE M. WILLIAMS MBA, AFC®, CFP®

Partner

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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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