OUR MISSION


 

SIGNIFY WEALTH helps you make your wealth matter.

We understand that being successful not only requires great effort but also significant sacrifice, and at SIGNIFY we will make the most of both. We believe that to fully experience life, you need to be free to enjoy and pursue what drives you. We help create the freedom and strategies needed to discover and focus on what makes life worth living.  

 

OUR HISTORY


 

The vision for SIGNIFY WEALTH began in 2003 when founder, Stephen Rhodes, became a financial advisor. The stifling nature of financial firms that seemed more concerned with data than people, pressed him to question what really mattered in life. Soon, he determined to build a firm that would serve as a trusted advisor to those who want to truly live a life that will SIGNIFY what is most important to them.

As SIGNIFY has grown, we remain fiercely committed to helping our clients make their lives and their wealth matter.

 

our team

 
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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. 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, Stephen enjoys working out, reading and relaxing with his wife and four children.

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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 client expectations. Jonathan has over 9+ combined years of experience in the insurance and book keeping industry and loves using his attention to detail serve clients. When he is not serving he enjoys spending time with his wife and two children and serving in his church.

 

 
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Diane Brinkman - Client Service Specialist

Diane is passionate about executing with excellence. As a Client Service Specialist, she is involved in the day to day management of client affairs. Diane has 35+ years of experience in the financial services industry and loves using this experience to help our clients. When she is not serving, Diane enjoys four wheeling and spending time with her husband, two children and grand children.

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Rachel Salem - Client Service Specialist

Rachel is passionate about serving with excellence. As a Client Service Specialist, she is involved in the day to day management of client affairs. 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 husband and two children.

 

 
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Jena Schaumburg - Administrative Support

Jena is passionate about effective communication. She oversees the projects and processes that allow for Signify’s continued growth and service improvement. Jena has 10+ years of project management experience and is honored to use this experience to help our clients. When she is not serving, Jena enjoys reading, serving in her church and spending time with her husband and four children.