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

DELEGATE

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

COORDINATE

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

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


Dan Dubay

DAN
DUBAY,
CFP®

Partner, Director of SignatureEXEC®

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Victoria Shackley

VICTORIA K.
SHACKLEY
JD, LLM, CFP®

Partner

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Wade Hill

BLAKE M.
WILLIAMS
MBA, AFC®, CFP®

Partner

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Graham Reynolds

CLARA C.
PARRIS
CFP®

Advisor

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Ryan Moore

ELIAS
J.
CRIST

Planning Associate

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Jay Loyd

VALENTINA (VAL)
GONZALEZ
CFP®

Planning Associate

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Wade Hill

KIMBERLY
B.
STEWART

Senior Client Care Associate

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Graham Reynolds

DAN
FRECHETTE

Client Care Associate

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Ryan Moore

LESLEY
M.
KERR

Client Care Associate

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