What We Do

Building long-standing relationships is our priority here at Signature Financial Planning. We are an independent financial services, asset management and estate planning practice. As independent financial professionals, we have the freedom to provide diverse guidance and insight to our clients. We recognize that each person's situation is different, so we develop a financial plan that focuses on helping YOU accomplish your own goals. Accordingly, our approach will be to pursue an in-depth understanding of your financial situation and the personal values as they relate to your investment, estate and insurance plan. Our most important metric for success is the progress we make towards the goals you have set. This approach allows us to forge a strong partnership and to assist you as we strive to turn your dreams into reality.

How We Do It

Our professionals start the journey by taking the time to listen and understand each of our clients both personally and professionally. Together, we carefully chart a course for financial success. This means mapping out a plan based on your unique circumstances.

After we have agreed on the asset allocation and the investment strategy, we go to work on the implementation. Our professionals believe in using custom investment strategies based on financial data from a wide variety of sources, including Morningstar, Bloomberg and our own proprietary research. We are dedicated to guiding and sustaining our clients' financial direction for the long-term.

Once your assets are properly positioned, the ongoing management begins. We place a high premium on service and you will feel it immediately. We work hard to ensure we are communicating with our clients on a regular and consistent basis. We work together to determine how frequently you need to meet or speak with us to ensure you are comfortable and kept abreast of your financial progress. Signature Financial Planning works hard to deliver top notch support and an intimate relationship with all of our clients.

Visit the Signature Financial Planning family. You will feel the difference.

Scott E. Tobe, CAP®

Scott E. Tobe, CAP®

Principal & Managing Partner Learn more about Scott
Marc L. Tannenbaum, CHFC®, CLU®

Marc L. Tannenbaum, CHFC®, CLU®

Principal & Senior Advisor Learn more about Marc
Aaron A. Leaman, CFA®

Aaron A. Leaman, CFA®

Principal & Chief Investment Officer Learn more about Aaron
Deborah F. Graver, CFP®, CLU®, AIF®

Deborah F. Graver, CFP®, CLU®, AIF®

Partner & Senior Advisor Learn more about Deborah
Michael H. Milarski

Michael H. Milarski

Partner & Senior Advisor Learn more about Michael
Seth C. Dresbold, Esq., MBA, CFP

Seth C. Dresbold, Esq., MBA, CFP

Partner & Chief Counsel Learn more about Seth
Serina Green

Serina Green

Director of Client Services Learn more about Serina
Jessica L. Goff

Jessica L. Goff

Investment & Wealth Planning Strategist Learn more about Jessica
Jotie Hirkissa

Jotie Hirkissa

Client Services Specialist Learn more about Jotie
Courtney N. Albitz

Courtney N. Albitz

Client Relationship Specialist Learn more about Courtney
Stephen Tobe

Stephen Tobe

Founder