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Christopher Berté CFP®
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Chris operates the Naples, Florida office, working directly with the clientele of Southwest Florida. He fo...
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Jason Kohut
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Jason operates the Naples, Florida office, working directly with retirees and business owners of Southwest Florida....
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Daniel DiVizio, CFP® CRC®
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Dan helps clients establish a plan and achieve their goals through all stages of their life. He provides ex...
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Andrey Yashin,MS, CFA®
Director of Portfolio Administration
Andrey trades and rebalances client portfolios, and assists in the development and maintenance of our...
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Alexander Larin, MS
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Alexander is responsible for conducting empirical researches and data analysis, designing the company's analytical syste...
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Vlad Stasenko, CFP®
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Vlad trades and rebalances client portfolios, administers many portfolio management systems and tools, prepares cl...
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Robin Bolton
Investment Advisor Representative
Robin provides expert guidance and insight to clients. He takes time to understand clients, gain their trust, and ...
September 26, 2018
Steve Casey
Investment Advisor Representative
Steve works directly with clients, providing advice and insight to help them achieve financial goals. He has the Se...
September 26, 2018
Holly Kuechler
Senior Client Services Representative
Holly helps clients with any forms, applications and agreements, while handling many client requests and var...
September 26, 2018
Rachel Henderson
Client Services Representative
Rachel helps clients with any forms, applications and agreements, while handling many client requests and various b...
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Eugene Yashin, MBA, CFA®
Partner, Chief Executive Officer, Chief Investment Officer
Eugene specializes in quantitative investment research and portfolio management...
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Matthew Etter, CFP®
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Matthew Etter is the President of Signet Financial Management. Mr. Etter is an Investment Advisor with a Certified Financi...
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Steve Tuttle, MBA
Partner, Chief Investment Strategist, Chief Compliance Officer
Steve offers clients broad-based knowledge and experience in equity and fixed in...
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Laura Squier
Chief Financial Officer
Laura is responsible for our firm’s finances, but also fills other critical roles including human resources, insurance and ris...
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