Support Team

Providing value

beyond your practice.

Robert Coleman

President & CEO 

Rob's our leader and the owner of Signature Financial Solutions.

Rob's everyday dedication to the satisfaction of the advisors who have chosen to affiliate with SFS is unending.  You'll find Rob navigating roads and airports to be tirelessly hands-on and close to the action.  He understands building a practice because he's done it, turning around a struggling local corporate office into a regional independent force.

Recognized by his colleagues around the country as a leader and an innovator, Rob's journey to growing success is shared through his advisors.

Bev Bouchard 

Chief Operations Officer 

Bev started her financial services career over 20 years ago.  She has an extensive knowledge of the industry from both sales experience and compliance regulation.  She holds her FINRA Series 24, 7, 4, 51, 66 Licenses.  Bev oversees every aspect of back office operation from account opening to servicing.

 She enjoys being on the water, reading, and snuggling with her dachshund. 

David Sowerby

Director of Recruiting

David is responsible for advancing several areas of our business, including recruitment, practice acquisition, and some major projects.

As a former IBMer, David has a systematic way of getting things done.  Add David's polished demeanor and positive personality to the mix and there's nothing not to like.

David's long term efforts in our business and work with our CEO, Rob Coleman, make him particularly empowered and entrusted to engage with individuals on matters of strategic importance to our firm. 

Maria Moreno

New Business Underwriting 

Helping to ensure the many details of your client experience are in order and on time is Maria.  She has 50 years of experience satisfying financial services clients so she knows how to get the job done.

Maria loves the gym, especially high impact exercise and some weight training.  Zumba is one of her favorites because it helps her relax mentally and physically.  Maria loves to cook, using her own recipes and sharing her culinary creations with friends and neighbors.

Lyn Horowitz 

Director of Compliance 

Lyn began her compliance adventure 18 years ago and has never looked back.  She holds the FINRA series 7 and 24 registrations as well as a Florida 2-15 license.  She also holds an MBA from the University of Miami.

Lyn provides compliance support and guidance, ranging from FINRA, broker-dealer policies, and insurance regulations to our books and records record keeping and advertising.

 Few people play the “degrees of separation game” better.  Lyn will show you how you already know someone in common.  Lyn enjoys sports, music and spending time with her goldendoodle, Nola.

Paul Bonaros

Director of

Investment Strategy Group

You know those times when you have an important client (or potential client) whose investment needs may be too big for your capabilities and you need to bring someone along who can handle virtually any investment question,

Paul's your answer.  He briefs our advisors every week with a market summary and insights.  While a firm-wide resource Paul is also the Managing Director of his own financial services firm, Paradigm Wealth.

Chuck Ruddy

Director of Marketing
and Practice Management
& Financial Advisor

Chuck directs our firm's and advisors' marketing needs. He's serviced over 5,000 client inquiries, is our resident Social Security specialist, and manages our financial wellness, digital presence, video production, and other programs.

Chuck holds FINRA Series 6, 63, and 65 registrations and a Florida 2-15 license.

On weekends you can find Chuck with his family and enjoying the outdoors. He has a bottomless appetite for knowledge (and pasta).

Chrissy Oakley

Operations Associate

Chrissy is a Florida native working in the financial industry for over 15 years as an Office Administrator and graphic artist. Chrissy performs a wide range of duties to support the efficiency of our daily business operations including the ongoing development and implementation of new initiatives to improve business operations by reviewing and creating documentations of business processes and procedures.
Chrissy enjoys spending time with her family and Bichon Frise, baseball, football, trivia, technology, interior design, and modern ballet.