MISSION
Make It Matter. Because true wealth isn’t about the bottom line.
Signify Wealth believes in placing the person above the dollar, creating financial plans with strategies designed to last a lifetime. This methodology frees our clients to discover what truly matters: the relationships, the experiences, and the purpose that feeds their soul and makes life worth living.
OUR HISTORY
The idea for Signify Wealth began in 2003 when Founder Stephen Rhodes felt stifled by the financial sector’s focus on turning a profit over the client’s personal goals and happiness.
Soon after, Rhodes envisioned Signify Wealth, a wealth strategy firm that helps clients manage and invest their financial capital into lives that matter beyond dollars and cents.
As we’ve grown, Signify Wealth remains fiercely committed to helping clients make their lives and wealth matter.
our team
Stephen Rhodes CFP®, MaED - Founder & Managing Principal
Stephen is passionate about making an impact. As Managing Principal, he works closely with a number of families and businesses and is responsible for the visionary leadership of Signify Wealth. Rhodes is a CERTIFIED FINANCIAL PLANNER , NFLPA Registered Player Financial Advisor, holds numerous securities licenses, and has contributed to various media outlets.
His book, “Make Your Money Matter” tackles one of the biggest challenges in the sports industry: how athletes can defy their reputation for financial failure and make their money matter.
He graduated as a triple major in Finance, Human Resources and Management from the prestigious Olin School of Business at Washington University in St. Louis. He later returned to his alma mater to receive his Masters in Education. When not serving, Stephen enjoys working out, reading, and relaxing with his wife and four children.
Calvin Williams MBA - Wealth Advisor
Calvin is passionate about executing with precision. As a Wealth Advisor, he is responsible for the implementation of Signify Wealth’s comprehensive planning process.
Calvin works directly with our clients and
strategic partners to ensure that Signify Wealth
is exceeding client expectations.
His undergraduate studies at Washington University in St. Louis, prior professional experience working for multiple Fortune 500 companies, and obtainment of his Masters in Business Administration (MBA), has prepared Calvin to proactively meet the long-term needs
of our clients. When he is not serving, Calvin enjoys coaching basketball and spending time with his wife and four children.
Erica James, CFP®, CPA - Wealth Advisor
Erica James is passionate about helping clients align their finances with their values. As a Wealth Advisor, she is responsible for the implementation of Signify Wealth’s comprehensive planning process. Erica works directly with our clients and strategic partners to ensure that Signify Wealth is exceeding client expectations.
She graduated from Washington University in St. Louis with a major in accounting and a Spanish minor. Her prior professional experience in accounting and tax has prepared Erica to execute forward-thinking solutions to meet our client’s unique needs. Her passion for helping others extends to her roles as a Board Trustee for the Foundation for Financial planning and a financial mentor with Britepaths. When she is not serving, Erica enjoys practicing her Spanish, dancing, and traveling abroad.
Melissa Tenholder - Executive Assistant
Melissa is passionate about anticipating needs and managing details with flair. As an Executive Assistant, Melissa manages calendars, processes, and keeps operations moving forward. Melissa has previously worked in banking, higher education, and in ministry. When not serving, Melissa enjoys improv, cooking, spending time with her husband and two children, and seeing live music.
Rachel Salem FPQP™ - Client Affairs Manager
Rachel is passionate about serving with excellence. As a Client Affairs Manager, she is involved in day to day client management. Rachel has 10+ years of experience in the banking, insurance, and mortgage industries and is committed to using this experience to help our clients. When she is not serving, Rachel enjoys reading, watching basketball, and spending time with her two children.
Jenn Packnett FPQP™ - Client Affairs Manager
Jenn is passionate about serving with joy. As a Client Affairs Manager, she is involved in day to day client management. Jenn has 6+ years of experience in customer service and sales and is committed to using this experience to help our clients. When she is not serving, Jenn enjoys spending time at the lake with family, hosting gatherings, reading, spending time with her husband, and serving in her church.
Morgan Summers - Client Affairs Manager
Morgan is passionate about helping clients create a lasting legacy and creating generational wealth. As a Client Affairs Manager, she is involved in day to day client management. With over 5 years of experience in the financial investment and planning industry, she leverages her expertise to provide exceptional service to our clients ensuring their needs are met.
When she is not serving, she enjoys staying active through workouts, yoga, and pilates, watching basketball/football games. She also finds joy and fulfillment in spending time with family.
Jasmine Lerouge - Client Affairs Manager
Jasmine is passionate about being a pillar to our clients and executing clients needs from beginning to end. As a Client Affairs Manager, she is involved in day to day client management. Jasmine has 6+ years of experience in customer relations, real estate, sales and banking. When she is not serving, Jasmine enjoys traveling, home interior design, dancing and spending time with her family.
Amy Tawil - Lead Analyst
Amy is passionate about leading process improvements, reviewing and creating financial statements, and solving problems. As an Analyst, she is responsible for detailed reporting and client risk management. Amy has 5+ years of experience in customer service which has prepared her for success in this position. When she is not serving her clients, she enjoys going on adventures with her family, and cooking Middle Eastern food.
Felicia Magama - Analyst
Felicia is passionate about providing comprehensive financial information that empowers clients to make informed and strategic financial decisions. As an Analyst, she is responsible for detailed reporting and client risk management. Felicia has 10+ years of experience in business and accounting, which has prepared her for success in this position. When she is not serving her clients, she enjoys traveling abroad, cooking and spending time with her family
Javier Duren - Associate
Javier is passionate about teaching financial literacy and money management. As an Associate, he’s involved in supporting Signify internal processes and supporting the implementation of Signify Wealth’s comprehensive planning process. He is on track to become a Certified Financial Planner.
Javier graduated from Yale University with a major in Economics. His prior experience as a professional athlete and corporate professional in the sports industry has prepared Javier to uniquely connect with and serve Signify clients. When he is not serving, Javier enjoys being a youth basketball trainer, practicing yoga at The Collective STL, serving in his church, and spending time with his wife.
Ebony Shumpert - Operations Specialist
Ebony is passionate about detailed organization. As an Operations Specialist, she oversees the systems and processes that allow for Signify Wealth’s continued growth and service improvement. When she is not serving, Ebony enjoys reading, serving in her church, and spending time with her husband and two children.
Nellie Delgado - Analyst
Nellie is passionate about financial analysis and making a meaningful difference in the lives of others through her work. As an Analyst, she is responsible for detailed reporting and client risk management. Nellie has 10+ years of experience in finance and accounting, and finds great fulfillment in using her expertise to contribute to the success of our clients. When she is not serving her clients, Nellie enjoys attending church, working out, watching basketball, spending quality time with her family, and creating lasting memories with her son.
Olivia Phipps - Operations Specialist
Olivia is passionate about project management and process improvements. As an Operations Specialist, she drives internal initiatives across the finish line and supports the team in providing an excellent client experience. When she is not serving, she enjoys going on outdoor adventures, exploring all that St. Louis has to offer, and a good cup of Sweet & Spicy tea.
Word - Creative Designer
Word is passionate about storytelling. As our Creative Designer, Word is the architect behind compelling content for various digital platforms, weaving narratives that not only showcase Signify Wealth but also highlight the remarkable stories of our clients. For Word, there's unparalleled joy in shining a spotlight on the greatness of others. He has a degree in music production from The Los Angeles Film School and is pursuing further studies in digital filmmaking. Word embodies the spirit of this era's "Content Over Everything" mantra.
When he's not in the studio producing music, you'll find Word engaging his audience on YouTube with weekly podcasts covering music and sports. On Sundays, post-church, he's savoring the flavors of Nashville hot chicken at Southern STL restaurant.