Donna Williams is a member of a dynamic team of professionals and is passionate about helping clients achieve their financial goals. As Executive Administrative Assistant, Donna is dedicated to building personal and professional relationships with clients, while supporting the needs of the financial advisors. Responsible for administrative oversight and handling of client inquiries, her energy and depth of knowledge result in a first-class experience for clients.

With nearly 29 years of professional experience focused on client service, Donna’s solid background enables her to provide a seasoned perspective to her team and clients. Donna was honored to be among a select group of teams chosen to complete the Registered Sales Associates Training and Development Program, a year-long mentoring and leadership program which provides additional tools and training to enhance her skills as a resource to the team and clients. Donna is an outgoing person with a positive outlook in her professional and personal life. She enjoys spending time with her family, traveling, reading, sewing, and gardening.

Scott Bishop is a financial advisor providing investment and financial planning solutions for business professionals, military members, medical professionals, and airline pilots. Employing unique tools and processes for working with those preparing for retirement, Scott helps his clients realize their financial dreams and pass along a strong legacy to their families. Scott has been helping clients reach their financial goals since becoming an advisor in 2008. He started his career with Merrill Lynch and Cetera Advisors, prior to joining Signature Wealth Management Group in 2013. A graduate of Auburn University, he earned his MBA with a finance concentration and his undergraduate degree in Aviation Management.

Scott has earned the CERTIFIED FINANCIAL PLANNER (CFP®) designation which provides him with the knowledge and tools necessary to develop specific strategies to minimize taxes, protect assets, maximize growth and transfer wealth. He is also an Accredited Asset Management Specialist℠ (AAMS), a designation signifying a high level of consulting expertise with investments, insurance, tax, retirement, and estate planning issues.  A former officer and pilot in the Air National Guard, Scott amassed over 500 combat hours in support of Operations Iraqi Freedom, Enduring Freedom, New Dawn and Unified Protector. He proudly served in the military for 24 years and retired from the Georgia Air National Guard in 2018. Scott enjoys spending time with his family, particularly watching his son play baseball and his daughter run cross country. For fun and relaxation, he loves boating and spending time outdoors.

With more than 25 years of experience as a financial advisor, Jim serves a diverse group of individuals wanting to partner with a trusted professional who can be a good steward of their life savings. Jim was a founding partner of SWMG in 2017, after spending 14 years as an advisor with Merrill Lynch and another 8 years at Raymond James. Creating an independent Registered Investment Advisory firm which upholds the fiduciary standard has been the culmination of his life’s work.

It is a testament to Jim’s dedication, expertise and commitment to investment and financial planning that he is a CERTIFIED FINANCIAL PLANNER (CFP®) practitioner. He also has the benefit of 10 years of experience teaching the CFP® Investments block of instruction at several noteworthy universities.  Jim graduated from the University of Edinburgh with an MBA in International Business and from Wake Forest University with his B.A. in Business and German. Jim is proud of his service in the U.S. Army as an Air Defense and Intelligence Officer. He is an active member of Kennesaw UMC, serving as a former chairman of the finance committee and also as a coordinator of the acolyte program. Jim and his wife, Jan, enjoy life as empty nesters as their daughter Caroline is exploring life as a student at Berry College. When he is not with clients, James enjoys playing the fiddle and fly fishing.

Drawing upon nearly two decades of experience as a Financial Advisor, Curt focuses upon helping families progress towards their life goals by offering comprehensive financial planning, unbiased guidance, and prudent investment solutions.

Over his career, he gained valuable professional experience while affiliated with Raymond James, and employed at Merrill Lynch and Citigroup/Smith Barney. In 2003, he achieved the Certified Financial Planner (CFP®) professional designation after attending Oglethorpe University’s advanced 18-month Financial Planner Program. He continued his professional development at the College for Financial Planning and was awarded the Chartered Retirement Planning Counselor (CRPC) designation in 2004.

After the 2008 financial crisis, Curt recognized that there was an “advice void” as it pertained to making college more affordable for families – Financial Advisors, Accountants, and Guidance Counselors only provide a small degree of assistance in this area. As such, Curt began to specialize in college planning and routinely speaks to parents who find themselves overwhelmed by the complexity and expense associated with this ‘late-stage college planning’ for their high school students.

A native of Atlanta and proud graduate of the University of Georgia, Curt and his family reside in the Johns Creek area. He has been happily married to his lovely wife Dianne since 1997 and is blessed with two sons.

Curt formerly played and coached competitive volleyball and currently maintains an active lifestyle. Away from the business, he enjoys playing golf & tennis, and is an avid outdoorsman.

Hailing from small-town, Kansas from a humble background, Brian relies on his do-it-yourself and blue-collar upbringing to devote himself to his work. With his strong scientific and analytical background combined with a willingness to get his hands dirty, Brian employs a streamlined process for evaluating the multitude of equity and fixed income products offered in the marketplace. He develops and maintains the investment models for the Signature Wealth Management Group, utilizing his experiences in equity analysis, cash flow analysis, and accounting. He then works with our Advisors to build flexible portfolios that are tailored to each client’s income and growth expectations along with their time horizon, risk tolerance, and liquidity needs.

Brian holds three degrees: Master of Business Administration with a finance focus from the University of Georgia, Master of Science in genetics from Kansas State University, and a Bachelor of Science in biochemistry from Kansas State University. Brian is enjoying his relocation to Georgia and has settled down in Athens, GA. He is an avid rower and was previously a coach of the Lake Lanier Rowing Club. He is also a sports enthusiast, movie buff, and devoted Georgia Bulldawg.

Denise Green serves clients by building professional and personal relationships, providing strong client service, and helping them realize financial well-being. Denise Green is an outgoing person who is quick to solve problems, answer questions, provide solutions, and proactively communicate important information to clients. She has cultivated a strong understanding of client needs and possesses a breadth of knowledge that result in a first-class experience for clients. Denise believes clients appreciate her attention to detail and follow-up skills as well as her ability to listen to each client’s concerns and find a best solution for all.

With more than 32 years of experience in the financial services industry, she has served various operational, sales, and client service-oriented roles during her career. Denise’s strong and diverse background enables her to provide a seasoned perspective and effective client service. Denise earned an Associate of Arts in Accounting from Hammel College. In her spare time, Denise enjoys reading, sewing, hiking, camping, and reviewing fashion trends. Movies from the 50’s era are her favorites.

Tanya summons over two decades of experience as a trusted Administrative Assistant managing business operations and personnel.  She delivers strong leadership and a solid work ethic, focused decision-making, exceptional customer service, and maximizes team performances through positive motivation.

A native Californian, she has called Georgia home since 1986. A graduate of Berry College in Rome, GA, where she met her husband, Ken…who also happens to be a native Californian.  They have been happily married for 25 years and reside in the Cumming area.

Outside the office, Tanya is the constant coordinator for her family and friends.  If she is not organizing outings, you will find her digging through cookbooks, or working on an art or home project.  A cheerleader at heart, she loves watching sports, but leaves the playing up to her husband.

Brian joined Signature Wealth Management in 2017 and became CCO in 2018 after obtaining the Investment Adviser Certified Compliance Professional designation. He oversees compliance, operations, and HR functions at the firm. Brian brings more than 20 years financial services experience to his role and prides himself on finding solutions to help his team be successful and, in turn, assist clients in reaching their financial goals. His career includes advisory and management positions at Raymond James, Charles Schwab, and Ameriprise Financial.

Brian graduated from Westfield State University with a bachelor’s degree in Finance. Brian and his wife Ivona enjoy spending time with their twins, Ava & Brayden, and love supporting them in their educational and extracurricular pursuits. Originally from Massachusetts, he is an avid Boston sports fan and enjoys watching the New England Patriots and Boston Red Sox. In his spare time, when he gets the itch, he enjoys playing the drums and guitar.

Russell joined Signature Wealth Management in 2020 as an Associate Financial Advisor. He brings significant experience from his previous work with a Guardian planning firm in the Pensacola/Mobile area. Russell is excited to work with clients to help them increase the efficiency and effectiveness of their personal and business finances.

As a former Army Officer, West Point graduate and Eagle Scout, Russell brings a lifetime of character and leadership to his work. He holds a Master of Business Administration from the Kelley School of Business at Indiana University and a Bachelor of Science from the United States Military Academy. He is married to Dr. Megan Harris and they have two young children. In his spare time Russell enjoys golf, shooting sports, and spending time in the outdoors.

Ian is a 4th year undergraduate student at the University of Georgia majoring in Economics (BBA) and Finance (BBA) and a former Recruiting and Player Personnel Assistant for the UGA football team. He also spent eight months working as a Team Coordinator Co-Op for Oshkosh Defense in 2021. Ian recently started his summer internship with Signature Wealth Management in Atlanta, GA.