Category: team
Stephanie Carreras
Leave your thoughts <p><p>Stephanie Carreras</p> <p>Managing Director, Wealth Management</p> <p>Stephanie focuses on clients: improving the client experience, refining how we deliver advice, and enhancing client communications. She also works directly with many clients, building lasting relationships by providing advice and insight to help them achieve financial goals. Stephanie has over 23 years’ investment industry experience, and has the series 65 Investment Adviser Representative exam. Prior to joining Signet in 2016, she worked for TD Ameritrade, iShares, Fisher Investments, and Merrill Lynch. Stephanie has a BA in Economics and Sociology/Anthropology from Colgate University. She enjoys time in Florida with her dogs. She is Pack Leader for Broward County Humane Society, and involved with charities including Foster for Paws for You and Toys for Tots. Education: BA in Economics and Anthropology/Sociology - Colgate University</p> <p>Let's Get Acquainted</p> <p>(800) 390-2755</p> <p>We offer a complimentary “get acquainted" meeting to see if we can help you meet your financial goals.</p> </p>Shawn Hirsch
Leave your thoughts <p><p>Shawn Hirsch, CFP®</p> <p>Partner, Wealth Management</p> <p>Shawn guides clients through a comprehensive wealth management process. He is very focused on understanding each client’s objectives and providing regular communication, advice, and insight to help clients meet their goals. He is a CERTIFIED FINANCIAL PLANNER™(CFP®) Professional and has the Series 65 Investment Adviser Representative exams. Prior to joining Signet in 2013, Shawn worked for Fidelity Investments for over 5 years. He has a B.A. in Economics from Bucknell University. Shawn is an avid sports fan and played college baseball. Away from work, Shawn loves spending time with his wife, their daughter Hayden, and their goldendoodle, Vail. Education: BA in Economics, Bucknell University</p> <p>Let's Get Acquainted</p> <p>(800) 390-2755</p> <p>We offer a complimentary “get acquainted" meeting to see if we can help you meet your financial goals.</p> </p>CHRISTOPHER BERTÉ
Leave your thoughts <p><p>Christopher Berté CFP®</p> <p>Investment Advisor Representative</p> <p>Chris operates the Naples, Florida office, working directly with the clientele of Southwest Florida. He forms and cultivates relationships with his clients to get a comprehensive understanding of their goals and needs, developing a financial and investment plan customized to their unique situation. Prior to partnering with Signet, Chris worked at TD Ameritrade for over 12 years. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and holds a Series 66 Investment Advisor Representative license. Chris has lived in Naples Florida for over 10 years with his wife of 20 years, Tina, and their 5 year old daughter, Vivian. Education: Finance, Rasmussen College</p> <p>Let's Get Acquainted</p> <p>(800) 390-2755</p> <p>We offer a complimentary “get acquainted" meeting to see if we can help you meet your financial goals.</p> </p>Jason Kohut
Leave your thoughts <p><p>Jason Kohut</p> <p>Investment Advisor Representative</p> <p>Jason operates the Naples, Florida office, working directly with retirees and business owners of Southwest Florida. A true enthusiast for the financial markets, Jason utilizes his 20 years of experience in financial planning and wealth management to create personalized investment strategies for his high net worth clients. Prior to partnering with Signet, Jason worked at TD Ameritrade as a Senior Financial Consultant for 13 years. He holds a Series 66 Investment Adviser Representative license and a BS in Business Management. Jason currently resides in Naples, FL and enjoys sports, the outdoors and playing with his 2 dogs. Education: BS, Business Management, University of Phoenix </p> <p>Let's Get Acquainted</p> <p>(800) 390-2755</p> <p>We offer a complimentary “get acquainted" meeting to see if we can help you meet your financial goals.</p> </p>Daniel DiVizio
Leave your thoughts <p><p>Daniel DiVizio, CFP® CRC®</p> <p>Client Relationship Manager</p> <p>Dan helps clients establish a plan and achieve their goals through all stages of their life. He provides expert guidance on investment strategy, retirement planning, risk management, social security, saving for college, and income generation. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and Certified Retirement Counselor® (CRC®), and has the Series 65 Investment Adviser Representative exams. Prior to joining Signet in 2015, Dan worked with NVE Bank as a business analyst and staff accountant. He has a dual B.S. in Finance with a concentration in Financial Planning and Finance from William Paterson University. Dan lives with his wife and two sons, and enjoys sports, plays softball, and volunteers for local causes related to the environment. Education: BS Finance & Financial Planning, William Paterson University. </p> <p>Let's Get Acquainted</p> <p>(800) 390-2755</p> <p>We offer a complimentary “get acquainted" meeting to see if we can help you meet your financial goals.</p> </p>
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Investment advisory and financial planning services offered through Summit Financial, LLC., a SEC-Registered Investment Adviser, doing business as Signet Financial Management.
© 1988–2026 Signet Financial Management, LLC
© 1988–2026 Signet Financial Management, LLC
