SIGNALPOINT - Key Persons
Job Titles:
- Advisor
- Executive Vice President
Andrea literally grew up as a money manager. Her parents were successful advisors, and Andrea has followed their path. She is deeply involved in the lives of her family, and her clients families. Andrea knows more about the markets than most people you would ever meet and has a caring and energetic manner that resonates with all. She is always on the move, and making positive things happen.
Job Titles:
- Advisor
- Executive Vice President
Carolyn has experience and wisdom that are hard to find. She is a teacher. She has a natural curiosity and interest in learning that help her understand her clients and what investments may be best for them. Carolyn is a calm and steady presence in our firm, and also sets a high bar for all of us in the area of style and fashion.
Job Titles:
- Wealth Management Advisor
George likes to stay cutting-edge. He is a Springfield native and grew up watching his father Jon and the team build and grow SignalPoint. George joined the firm after spending several years working on the investment advisory team at Personal Capital, one of the fastest growing advisory firms in the nation. With a background in using technology to provide creative solutions for clients, he is well equipped to help in an ever-changing environment. Like his dad, George is an avid guitar player and dog lover.
Gerri does it all for us. She manages our accounting and billing functions in addition to helping clients and advisors with a wide range of tasks. Her only flaw is she never stops working in spite of our best efforts to get her to take a break. She loves being outdoors and on the move and always has a smile on her face.
Job Titles:
- Co - Founder / Senior Portfolio Strategist
Jay is a visionary. We would not exist as a firm without his ability to see beyond the everyday and imagine what is possible. His background with Merrill Lynch and an alum from Harvard Business School gave him the tools to help create and expand our firm. An artist at heart, Jay loves to create and sees the potential beauty in things that are not obvious to most of us. His clients appreciate the passion and care that Jay brings to all his relationships.
Job Titles:
- Chief Executive Officer
- Managing Partner
Jon wears many hats and shows his emotions along the way. He has a mind that does not rest, which is a blessing and a curse. Jon focuses on advising his clients first and foremost, while also making strategic and tactical decisions for the direction of our firm. He has a guitar in his hand and a dog by his side when he is not in the office, and sometimes even when he is.
Kim is grace under pressure. She handles a wide variety of projects for our clients and always has a voice of calm experience. She has worked for years in the wealth management industry, and her experience administering trust accounts for clients is invaluable to our practice. When she is not making life better for all of us at the office she is with her family or dominating on the tennis courts.
Job Titles:
- Advisor
- Chief Operations Officer
Mike handles a lot for our team. He advises his clients in addition to overseeing portfolio management, trading and operations. He has a unique and powerful background, being an attorney and member of the California Bar Association for years prior to a successful career advising clients at Merrill Lynch. One of our founding members, Mike has the ability to see things clearly and get to the heart of a situation quickly.
Job Titles:
- Wealth Management Advisor
With his finger on the pulse of industry trends, Myles stays ahead of the curve. He is always looking for innovative approaches to provide exceptional service and create value for clients. He loves a good book or podcast and is constantly seeking new insights to enhance his expertise. When he is not thinking about the business, Myles and his wife Bailey love to host friends and family in their home.
Job Titles:
- Wealth Management Advisor
Preston is the present and the future. He is an advisor with a deep background in financial planning and brings the perfect balance of being experienced yet not stuck in the past. His clients benefit from Preston's knowledge of planning and portfolio management and appreciate his energy and compassion. <\/p>\n","protected":false},"featured_media":1190,"menu_order":7,"template":"","meta":{"post_statement":"","post_description":"","post_cta":"","post_button":"Read More","post_button_url":"","post_thumbnail_2":0,"team_first_name":"Preston","team_last_name":"","team_title":"Wealth Management Advisor","team_credentials":"","team_phone":"","team_phone_ext":"","team_email":"psmith@signalpointinvest.com","team_facebook":"","team_linkedin":"https:\/\/www.linkedin.com\/in\/j-preston-smith-49052024\/","team_instagram":"","team_twitter":"","team_youtube":"","team_video":"","team_calendar":"","team_external":"","team_brokercheck":"","team_iapd":"","team_riskalyze":"https:\/\/pro.riskalyze.com\/embed\/af931f74fd0a35665369","team_author_id":"8","team_vimeo":""},"oi_team_tag":[],"oi_position":[],"_links":{"self":[{"href":"https:\/\/www.signalpointinvest.com\/wp-json\/wp\/v2\/oi_team\/57"}],"collection":[{"href":"https:\/\/www.signalpointinvest.com\/wp-json\/wp\/v2\/oi_team"}],"about":[{"href":"https:\/\/www.signalpointinvest.com\/wp-json\/wp\/v2\/types\/oi_team"}],"version-history":[{"count":0,"href":"https:\/\/www.signalpointinvest.com\/wp-json\/wp\/v2\/oi_team\/57\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.signalpointinvest.com\/wp-json\/wp\/v2\/media\/1190"}],"wp:attachment":[{"href":"https:\/\/www.signalpointinvest.com\/wp-json\/wp\/v2\/media?parent=57"}],"wp:term":[{"taxonomy":"oi_team_tag","embeddable":true,"href":"https:\/\/www.signalpointinvest.com\/wp-json\/wp\/v2\/oi_team_tag?post=57"},{"taxonomy":"oi_position","embeddable":true,"href":"https:\/\/www.signalpointinvest.com\/wp-json\/wp\/v2\/oi_position?post=57"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
Walter has seen a lot in the financial services industry. He is our Chief Compliance Officer and has decades of experience as a senior compliance official for advisory firms of all sizes. Walter knows our industry and our business and cares about doing things the right way at all times.