SIGNATURE WEALTH ADVISORS - Key Persons
Job Titles:
- Director
- Director of Advisor Operations
Ashley Sherman is our Director of Advisor Operations. As technology resources change and evolve within the organization, Ashley will work with the field to communicate and train on those changes. Ashley is a graduate of Florida State University and enjoys spending quality time with her husband, Justin and son, Logan.
Job Titles:
- Partner
- Partner Financial Planner Wealth Management Advisor
Born and Raised in Miami, Brian became a Central Florida resident while attending the University of Central Florida, graduating in 2005. Brian started his financial services career at Northwestern Mutual. After seven successful years, he decided to move his practice and was a founding partner of Signature Wealth Advisors, LLC.
Over his career, Brian has earned multiple designations including the CFP® (Certified Financial Planner) Professional, ChFC® (Chartered Financial Consultant) and CLU® (Chartered Life Underwriter). He currently holds his series 6, 7, & 63 FINRA investment license as well as a 2-15 insurance license. Brian is an active member of several local organizations including the Central Florida Estate Planning Council, Florida Citrus Sport's Associate Board of Directors, The Golden Knights Club and the UCF Alumni Association. He is also an alumni and founding member of the Rotaract of Metro Orlando.
Brian's proudest accomplishment was marrying his wife Lauren in 2009 and growing their family together. Currently residing in Windermere, they have two sons, Kevin & Connor, and one beautiful daughter, Kaitlyn. While not working, Brian enjoys traveling, going to UCF football games, and spending time with his family. He is also an avid golfer and socially active at his home course, The Golden Bear Club at Keene's Point.
Job Titles:
- Partner CEO and Chief Financial Strategist of PCG Financial Services
- Registered Representative
Job Titles:
- Financial Services Representative
- Registered Representative
Eric Roukey is a registered representative of and offers securities through MML Investors Services, LLC. Member SIPC. Supervisory Office: 4830 W Kennedy Blvd Suite 800, Tampa, FL 33609, (813) 286-2280. PCG Financial Services is not an affiliate or subsidiary of MML Investors Services, LLC. and is not affiliated with Signature Wealth Advisors.
Keith Heslin s a registered representative of and offers securities through MML Investors Services, LLC. Member SIPC. Supervisory Office: 4830 W Kennedy Blvd Suite 800, Tampa, FL 33609, (813) 286-2280. Signature Wealth Insurance is not an affiliate or subsidiary of MML Investors Services, LLC. and is not affiliated with Signature Wealth Advisors.
My personal goal is to become a lifetime resource for each and every client. My broad knowledge of financial products helps give my clients the confidence they need when working with a financial professional. With my background, experience, and commitment to providing you with the resources you need to make financial decisions, I can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. I assist clients and help them:
Protect those they love
Define their personal financial goals
Suggest suitable products and solutions based on their needs
Develop a financial strategy that can help them achieve these goals
Implement their strategy with products and services that help meet their needs.
I am licensed to sell insurance in Florida.
Job Titles:
- Client Services Specialist
- in 2022 As a Client Services Specialist
Lauren joined Signature Wealth Advisors in 2022 as a client services specialist supporting Brian Lubel. Lauren is born and raised in the Central Florida area. She graduated from the University of Central Florida's Rosen College with a Bachelor's Degree in Hospitality Management. Lauren has since explored different career paths which all have the same shared value of helping others. In her free time, Lauren enjoys cooking different recipes, trying new activities, and staying active.
Linda Lampman recently joined Ron Gruninger's team as an Investment Operations Associate and currently holds her Series 7 and 66. She graduated from the University of Central Florida with a Bachelor's Degree in Finance and has been in the finance industry since 2011. In her free time, she enjoys spending time with her family, going to stand-up comedy shows and traveling.
Job Titles:
- Analysis & Case Design Specialist
Matt graduated from Florida State University in 2010 and immediately after graduation, he began his career in the financial services business. In 2015, he began working exclusively in a financial planning support role where he currently takes pride in being involved in the process of assisting financial advisors as they develop financial plan's for the clients of our firm. Matt currently holds his Chartered Financial Consultant Designation (ChFC®).
Matt enjoys spending time outside of the office with his wife, Angela and their three children, Jadan, Lillian, and Nolan. They enjoy traveling, playing golf, and day trips to the local attractions.
Megan Ballard is a recent marketing graduate from The University of Iowa. Her passion lies in developing marketing materials that adapt to the constantly evolving industry. In her free time, she loves to relax in the sun, go on long runs, and explore new places.
Job Titles:
- CFO
- CFO Licensed but Not Practicing
Natalie Gruninger joined Signature Wealth Advisors, LLC in 2019 as the Director of Financial Planning. She graduated from the University of Central Florida with a Bachelor's in Finance and Accounting. Natalie has spent the majority of her career in the Corporate Finance arena having worked for Voxeo Corporation, First Capital Property Group, Inc., Verizon Communications, and most recently, Sighthound Inc. as their Director of Finance. In 2015 she obtained her CPA (Certified Public Accountant) and brings a wealth of knowledge to the team. Natalie enjoys reading, traveling, the beach, and spending quality time with her family.
Job Titles:
- Partner
- Partner Wealth Advisor
Paul has over 30 years of experience in the Financial Services Industry. He has been married to his wife Cindy for 38 years and they have 3 children and 5 grandchildren. Paul currently holds the following designations: Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU) - American College. He also has his Masters Degree in Business Administration from the University of Miami, Coral Gables, FL. He received his B.S. degree in Management from Northeastern University in Boston.
Paul relocated to Stuart, Florida in 2019 after living and practicing in Orlando for 27 years. He maintains his relationship with clients in Orlando and throughout the state and country but is also now building his practice in the Stuart area. He is a member of the Martin County Estate Planning Council and a sponsor of the Martin County Association for Women Lawyers. He was active in the Orlando community for many years including serving on the board of directors of the Ronald McDonald House Charities of Central Florida, the board of directors of the Greater Orlando Builders Association and the Florida Home Builders Association. He also served on the Pastoral Council at Good Shepherd Church and was a member of the Kiwanis Club of Avalon Park as well as the Civitan Club of Orlando. Paul and Cindy love being near the coast and enjoy all the benefits that come from living in a place like Stuart.
Job Titles:
- CEO
- CEO Wealth Advisor
- CERTIFIED FINANCIAL PLANNER
Ronald J. Gruninger graduated with honors from the University of Central Florida with a bachelor's degree in Finance & Accounting. He has worked for the Department of Defense (DCMA), Voxeo Corporation, and Northwestern Mutual. Helping people achieve financial independence is what attracted Ron to the financial planning industry. It is that passion for helping others that motivates him to help ensure families and business owners make prudent financial decisions. He employs a comprehensive approach to financial planning and an institutional approach to investment management strategies. Ron combines his expertise in the financial markets and his unique ability to understand his clients' needs to assist them in achieving financial stability.
Ron is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, ACCREDITED INVESTMENT FIDUCIARY® (AIF®) professional, holds the following designations: Certified Investment Management Analyst® (CIMA®), Retirement Income Certified Professional (RICP®) and holds the FINRA Series 7, 66, 63, 6 and insurance licenses.
Ron has been consistently recognized nationally by MassMutual as a Top 125 Wealth Management Conference Qualifier 1(most recently 2022) and is a member of MassMutual's esteemed Blue Chip Council 2 (most recently in 2020). Also, he has been presented for Excellence in Wealth Management 3 from 2018-2023, and received the Crystal Achievement Award 4 in 2020 for his commitment and service to advisors in the region."