Privacy Policy

We value your privacy, and we want to help make your experience with us Signature Financial Advisors as satisfying and safe as possible. We have established this Privacy Policy to explain how we receive, use, and share information you may provide in connection with your access to this website.

YOUR ACKNOWLEDGEMENT. The Site is intended for use only by individuals over the age of 18 who are accessing the Site from inside the United States. By using the Site or submitting any information to us, you acknowledge that you are over the age of 18, are in the United States, and that you consent to our use and sharing of information collected or submitted as described in this Privacy Policy. This Privacy Policy is incorporated into and is subject to the Site’s Terms of Use.  By using the Site, you expressly consent to the terms of this Privacy Policy and the information handling practices described herein

TYPES OF INFORMATION WE COLLECT. In connection with your use of this Site, we may collect both personally identifiable information (“PII”) and non-personally identifiable information (“Non-PII”). PII includes information such as your name, address, phone number, zip code, email address, and similar information. Non-PII is non-personally identifiable information, and may include, for example, your IP address, browser type, domain names, access dates and similar information. (PII and Non-PII will be collectively referred to as “Information”) 

Collection of Information.   We may collect information from you through your voluntary submission to receive offers from the Site or access to certain resources on the Site.
We also may collect information from your browser when you use the Site, using a variety of methods.  The information that we with these automated methods may include, for example, your IP address, cookie information, a unique device or user ID, browser type, system type, the content and pages that you access on the Site, and the “referring URL” (i.e., the page from which you navigated to the Site). Websites visited before visiting the Site might place Information within the URL of your browser during a visit to that previous website. We may unintentionally collect that information as part of referring URL information. We may also use cookies on the Site to recognize you and to store references to you and session validators on your hard drive.  We may use passively-collected information to administer, operate, and improve the Site and our other services and systems, and to provide services and content that are tailored to you. We may combine non-PII with PII.

If we directly combine any Non-PII with PII, we treat the combined information as PII under this Privacy Policy. Otherwise, we use information collected by passive means in aggregated or other non-personally identifiable forms.

Use AND SHARING of Information.  We may use the information you provide to us for any purpose, including but not limited to: (1) to provide you with materials that you have requested, (2) to contact you for the potential purchase of insurance or other financial products, (3) to personalize our contact with you, (4) to operate, provide, improve, and maintain the Site, (5) developing new products and services, (6) to prevent abusive and fraudulent use of the Site, (7) to send you administrative messages, content, and other services and features in which we believe you may be interested; and for any other administrative and internal business purposes permitted by law. 

We may share your information with third parties that who assist us in operating our business and servicing our clients. We may also disclose Information if, in good faith, it is believed that doing so is required by a subpoena or other judicial or administrative order or otherwise required by law.  Additionally, We may disclose Information if, in good faith, we deem it appropriate or necessary to prevent violation of the Site’s Terms of Use or our other agreements; take precautions against liability; protect our rights, property, or safety, or of any individual, or the general public; maintain and protect the security and integrity of our services or infrastructure; protect ourselves and our services from fraudulent, abusive, or unlawful uses; investigate and defend ourselves against third-party claims or allegations; or assist government enforcement agencies. 

PERMISSION TO CONTACT YOU AND YOUR RIGHT TO OPT OUT OF FURTHER CONTACT.  Your provision of information to us through the Website will be considered a grant of permission for us to contact you through any means provided (including but not limited to mail, phone, text message, fax, etc;). You have the right to opt-out of further promotional contact from us. If at any time you desire to be removed from an email mailing list, please send your request to info@MySignatureFA.com or at 1900 St. James Pl., Suite 510 Houston, TX 77056. It may take up to 10 days for us to process your request. Please be aware that this opt-out only applies to future messages and that we may still send you messages for administrative purposes as permitted by law.

PROTECTION OF YOUR INFORMATION.  We maintain a variety of security measures to protect against the loss, misuse, and alteration of Information under our control.  Although we make good faith efforts to maintain the security of such Information, we cannot guarantee that it will remain free from unauthorized access, use, disclosure, or alteration.  Further, we cannot guarantee that our security measures will prevent unauthorized persons from accessing or obtaining this information.  We assume no liability to you or any other party in relation to the unauthorized access, use, or alteration of any information provided to us.

If we become aware of a security breach, we may attempt to notify you electronically so that you can take appropriate protective steps.  By using the Site or providing Information to us, you agree that we can communicate with you electronically regarding security, privacy, and administrative issues relating to your use of the Site. If you believe that there has been a breach of the Site’s security, please contact us at 713-552-7000.

Updates to This Privacy Policy.  We may update or amend this Privacy Policy at any time. No prior notice of any update or amendment is required, and all updates or amendments are effective upon being posted.  We encourage you to periodically review this Privacy Policy to stay informed about our collection, use, and disclosure of Information on the Site. Your continued use of the Site constitutes your agreement to this Privacy Policy and any updates.

Contacting US.  If you have questions about this Privacy Policy, you may contact us at 713-552-7000.

Discover the path to security and freedom

Live life boldly and leave markets, planning approaches, and tax strategies to us
Book a Call Today

About Us

We are a financial services firm rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.

We bring together a group of advisors with over 100 years combined business and financial experience, providing a unique insight to the issues and opportunities clients may face.

Access Our Retirement Kit

Request our Retirement Kit that addresses several topics you should consider when planning your retirement.

Investment Advisory Representative of Signature Financial Advisors. Signature Financial Advisors is affiliated with Signature FA, LLC, a Registered Investment Advisory firm in the State of Texas.*
Advisory services are only offered to clients or prospective clients where Signature Financial Advisors, LLC and its representatives are registered, licensed or exempted.*

*Registration does not imply a particular level of skill or training.

Copyright © 2022 Signature Financial. All rights reserved. | Privacy Policy  | site by All in IT 

Close

Maria Deresciuc

Maria Deresciuc is the administrative assistant at Signature Financial Advisors.

She started in the company and industry in the beginning December 2021. Maria graduated from the Technical University of Moldova with Bachelor’s in Technology and Management of Food Industry.

In her free time, Maria enjoys traveling, cooking, working out, and spending time with her family and her dog, Mozart.

Her life motto is: “When you think like giving up, just remember why you started”.

Close

Hector Castellanos

Hector Castellanos is an associate advisor with Signature Financial Advisors.  Hector’s primary focus is helping business owners achieve their financial goals through planning and preparation.  He has more than 15 years experience in the financial industry, primarily working in Business Banking and Commercial Lending.

Hector has earned his Investment Advisory license and holds insurance licenses in Texas and Colorado.    Hector is a graduate from Colorado State University where he earned his Bachelor of Science degree in Psychology and Bachelor of Arts degree in Sociology.  

Hector lives in Houston, Texas with his wife Julia and daughter Mackenzie.  He enjoys playing sports and attending sporting events.  Hector also enjoys coaching his daughter’s soccer team and relaxing with friends while drinking a nice Malbec.     

Close

Sydnee Rose Miller

Hi, my name is Sydnee Rose Miller. I was born in the Midwest on Aug. 18, 2009.

My new mom, Liebe Ostrow Miller, picked me out of thousands of new pups. I now guard the new office of Signature Financial Advisors.

I’m very affectionate and look forward to meeting you. (Please bring doggie treats!) I’m also very happy to have a yard of my own here at the office.

Woof!

Close

Vanessa Aguilar

Vanessa Aguilar is the Senior Client Relationship Manager at Signature Financial Advisors. She got her start in the industry in 2015 and enjoys communicating with clients and helping to reduce the financial pressure they may be experiencing. Vanessa holds life, accident and health licenses. She graduated from the University of Houston-Downtown with a Bachelor of Arts in Finance.

In her free time, Vanessa enjoys working out, exploring nature, spending time with family and reading.Se

Close

TOM MCGUINNESS, CPA, CVA PARTNER

A partner at Signature Financial Advisors, Tom McGuinness is a certified public accountant (CPA) and certified valuation analyst (CVA). Tom’s goal is to help every client identify ways to simplify their financial lives, achieve their goals and avoid obstacles.

Tom began his accounting/consulting career in 1982 and his areas of practice include:

• Business tax compliance and strategy
• Individual tax compliance and strategy
• Tax controversy
• Business consulting
• Business valuation
• Physician-side healthcare consulting

Tom has been a licensed CPA since 1983 and received his CVA designation in 1999. He is a member of the American Institute of Certified Public Accountants, the Texas Society of Certified Public Accountants and the Houston Chapter of the TSCPA. In addition, he serves as adjunct professor of practice management at the University of Texas Health Science Center in Houston. Tom is also a founding member and past president of the National CPA Healthcare Advisors Association. He graduated from the University of Houston with a B.A. degree in accounting in 1981.

Tom and his wife Renee have five children between them along with four grandchildren. In his free time, Tom enjoys his grandkids, golf, hunting, fishing, ranching, and travel.

Close

Randy Reimer, CPA, CFP®

As a partner at Signature Financial Advisors, Randy Reimer is focused on helping individuals and businesses with tax and financial planning, including business acquisition and disposition, strategic planning and consulting.

Randy got his start in the industry in 1982, primarily helping the clients of CPA firms with tax compliance and preparation. In 2007, he decided to pursue the CFP® designation to better serve clients in other areas of their financial life, including long-term savings and investments, insurance and estate planning.

He specializes in:

• Tax compliance and planning for business owners and individuals
• Financial planning for business owners and individuals
• Succession planning

Randy is a Certified Public Accountant (CPA) and Certified Financial Planner (CFP®) practitioner. He is affiliated with the American Institute of Certified Public Accountants, the Texas Society of Certified Public Accountants, the Houston Chapter of CPAs and the Certified Financial Planner Board of Standards. He graduated from Sam Houston State University and completed the Certified Financial Planner® Certified Education Program at Rice University, Glasscock School of Continuing Studies.

Randy has been interviewed on Houston’s KTRH Newsradio (740 AM) with Matt Patrick and on Texas Business Radio. In addition, Randy was featured in a tax-planning article that appeared in an International Resource Group newsletter. Randy has been married to Kimberli since 1980, and they have two daughters and two granddaughters. In his free time, Randy enjoys golf, traveling and spending time with his grandkids.

Close

Samuel A. Dodson, CPA, MST

As a partner and chief compliance officer of Signature Financial Advisors, Sam Dodson helps clients achieve their financial goals by providing comprehensive financial planning services.

Sam got his start in the industry in 1994, after serving in the public accounting industry, commercial banking industry and as president of a credit union.

His Practice areas include:

• Income, Estate, and Gift Tax Planning
• Wealth and Income Protection
• Wealth Management

Sam is a Certified Public Accountant (CPA) and a member of the Texas Society of Certified Public Accountants. He has the investment advisory licenses and holds the life, accident and health insurance licenses in Texas.

He graduated from Drexel University with a bachelor’s degree in business administration, majoring in accounting. He also has a Master of Science (MST) degree in business administration, from Drexel, as a Taxation major.

Sam has been married to the love of his life, Carole, since 1972. In his free time, Sam enjoys cooking and is the sous chef in their home.

Close

James Rush, CFP®, CRPC®

James Rush is a partner at Signature Financial Advisors. He has more than 20 years experience in the wealth management, financial planning and insurance industries.

He specializes in the following areas:
• Tax Planning
• Income Planning
• VA Pension Benefits
• Wealth Management

James holds his insurance license in Texas and has earned his securities and investment advisory licenses. He is a Certified Financial Planner practitioner, a National Futures and Commodities Agent, and a Chartered Retirement Planning Counselor. James earned a bachelor’s degree in business from the University of Houston and was once a vice president of one of Houston’s leading banks. In addition to his work at Signature Financial Advisors, James advises veterans and their families on eligibility for the Department of Veterans Affairs pension benefits. These benefits are crucial in helping families cope with rising costs of assisted living and memory care services.

James is a frequent guest speaker for local Fortune 500 companies and nonprofit organizations on many topics, including retirement and income planning. He is Founder of Veteran Care Advisors of Texas.

Close

Liebe Miller, CLU, CSA

Liebe Miller, founding partner of Signature Financial Advisors. Liebe’s primary focus is helping clients with assets in motion. An example is pre-retirement, inheritance, estate planning. Her strength is well thought out strategies that encompass a clients wishes, dreams and analytics.

Liebe started in the industry in 1984. She holds the professional designations of CLU (Chartered Life Underwriter), CFBS (Certified Family Business Specialist), CSA (Certified Senior Advisor) and Registered investment advisory licenses.

Her Specializations are:
• Estate Planning
• Succession
• Wealth Accumulation and Decumulation

Liebe lives in Houston, Texas, with her husband, Dr. Neal Reisman, and her beloved puppy, Sydnee Rose. She enjoys traveling, Pilates classes, Continued Education, and time spent with her grandchildren.