Freed. Focused. Flourishing.

Our Mission.

SIGNIFY WEALTH exists to free our clients to flourish.

We believe that joy is found in spending time doing the very things for which you were created. So our mission is to give you more time to discover and focus on what makes life worth living. We know we are are fulfilling our mission when our clients are Freed, Focused and Flourishing.

Freed | We proactively plan for what’s next in life and free you from the distractions of managing wealth.

Focused | We help you identify and invest in what matters most.

Flourishing | Positive growth occurs in healthy environments. We exist to help create those for our clients. Don’t just live . . . FLOURISH.

Our History.

Originally called Strategic Partners Wealth Management, the vision for SIGNIFY WEALTH began in 2003 when founder, Stephen P. Rhodes, became a financial advisor. As he observed the ever-increasing overload of financial information/opinions, decreasing satisfaction with financial firms and growing confusion about what really matters in life, Stephen desired to build a firm that would serve as the trusted advisor for those who truly want to live a life that will SIGNIFY what’s most important to them.

Though our name has changed, we remain fiercely committed to helping our clients make their lives and their wealth matter.

Our Team

Stephen Rhodes CFP®, MaED
Managing Principal

Author, advisor, teacher and coach, Stephen founded the firm with the mission of helping each client spend more time doing the things that make life worth living.

As Managing Principal, Stephen works closely with a number of families and businesses and is responsible for the visionary leadership of Signify Wealth. Stephen is a CERTIFIED FINANCIAL PLANNER™, NFLPA Registered Player Financial Advisor, holds numerous securities licenses, and has contributed to various media outlets. 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 our clients or his church, Stephen enjoys working out, reading and relaxing with his wife and four children

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Kevion Latham CFP®
Director of Planning

Kevion is passionate about helping others make an impact. As the Director of Planning, he designs and oversees the implementation of our client planning process.

Kevion is a CERTIFIED FINANCIAL PLANNER™, holds his series 7 and 66 licenses, and has received many awards during his tenure in the Greater Pittsburgh region. After only 3½ years of study, Kevion earned his Bachelor of Science in Finance from the Smeal College of Business at The Pennsylvania State University. In addition, he was a member of the Nittany Lion Football team and was two time winner of the Academic All-Big Ten award.

When not serving our clients, Kevion can be found spending time with his wife and 3 children.

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Matt Milroy
Client Development Associate

Matt’s passion is leading with excellence. As a Client Development Associate, Matt works closely with our professional baseball clients to help them succeed both on and off the field.

Matt studied communications at the University of Illinois Urbana-Champaign, but paused this pursuit when he was drafted in 2012 to pitch for the Miami Marlins Baseball Organization. His talent and hard work led him to become a Mid-Season South Atlantic League All Star and allowed him to lead his team to a first half Division Championship and playoff birth. Matt continued his leadership with the Texas Ranger Organization, where his contributions helped the team win the 2016 California League Championship.

When he is not serving clients, Matt enjoys teaching baseball, working out, and spending time with family.

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Diane Brinkman
Client Service Specialist

Diane’s passion is serving with excellence. As a Client Service Specialist, Diane is involved in the day to day management of client affairs. She is the cheerful face and welcoming voice of Signify Wealth.

In addition to her zeal to serve, Diane has 35+ years of experience in the financial services industry with AG Edwards and Wells Fargo and loves using this expertise to serve our clients.

When she is not serving clients, Diane enjoys four wheeling and spending time with her family.

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Jonathan Perry
Client Planning Specialist

Jonathan is passionate about executing with precision. As a client planning specialist, he is responsible for the implementation of our comprehensive planning process.

Jonathan works directly with our clients and strategic partners to ensure we are exceeding expectations. Jonathan has over 8 combined years of experience in book keeping and claims processing and loves using his attention to detail serve clients.

When he is not serving he enjoys spending time with wife and two children and serving at his church.

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What Does Your Wealth Signify?

Make It Matter