Show Summary
Blair Cunningham and Elizabeth Burdette join Frazier & Deeter’s “Business Beat” to discuss the wealth management work of SignatureFD, particularly the philosophy that net worth involves more than money, but also purpose, generosity, talents, gifts, and meaning. “Business Beat” is brought to you by Alpharetta CPA firm Frazier & Deeter.
Blair Cunningham and Elizabeth Burdette, SignatureFD
SignatureFD believes people want to use their wealth to do something worthwhile – for themselves, those they love, and their community. Through integrated wealth management services, they help clients create a financial design for life that enables them to protect, grow, give and live their wealth – ultimately transforming their net worth into NET WORTHWHILE™. Our highly capable, collaborative, caring and coordinated team of investment, financial planning and tax experts are committed to proactively helping clients take control of their financial lives and achieve their goals. SignatureFD has 80+ passionate professionals who manage $4B and has had a client retention rate of 97% since opening its doors in 1997.
Blair Cunningham is a Partner with SignatureFD. Blair has worked alongside individuals and families, helping them do more with their wealth at every stage of life for more than 30 years. Two of the most important things that he continues to learn personally and as an advisor are the value of wisdom and the benefits of living a generous life. He believes both offer a perspective on the importance of using your life to make a positive impact. Blair brings both technical expertise as well as a passion for helping others to his work of helping clients build intentional generosity plans. Blair is a frequent speaker to groups and on webcasts about the benefits of generosity. Before joining SignatureFD in 2000, Blair was a partner with Ronald Blue & Co. and began his career with Arthur Andersen & Co. He graduated from the University of Georgia with a Bachelor of Business Administration in Accounting. Blair has served on the boards of North Point Ministries, The Eagle Ranch Foundation, Passion City Church and Lighthouse Family Retreat. Blair and his wife Deanna have a passion for mentoring young couples about navigating marriage and family.
Elizabeth is a Director of Client Engagement with Signature FD. Believing that everyone has the ability to create meaningful change in their communities, Elizabeth helps guide individuals and families looking for ways to give back by providing resources and advice to empower their decision-making. She is a dedicated partner in creating personalized strategies to help clients reach their generosity goals and maximize the impact of their gifts An award-winning speaker and published author, Elizabeth has a unique skill set in fundraising, donor relations and engagement, program management, strategic communications, grant writing, and event design. Prior to joining SignatureFD in 2019, Elizabeth was the Director of Donor Relations at The Westminster Schools in Atlanta and a Fellow at the Robert W. Woodruff Foundation. She also practiced law in both Austin, Texas, and Atlanta, specializing in business litigation in state and federal courts. She received her law degree from the University of Texas and a bachelor’s degree in American History and Spanish from Washington and Lee University.
To find out more about SignatureFD, go to their website here.
Frazier & Deeter
The Alpharetta office of Frazier & Deeter is home to a thriving CPA tax practice, a growing advisory practice and an Employee Benefit Plan Services group. CPAs and advisors in the Frazier & Deeter Alpharetta office serve clients across North Georgia and around the country with services such as personal tax planning, estate planning, business tax planning, business tax compliance, state and local tax planning, financial statement reviews, financial statement audits, employee benefit plan audits, internal audit outsourcing, cyber security, data privacy, SOX and other regulatory compliance, mergers and acquisitions and more. Alpharetta CPAs serve clients ranging from business owners and executives to large corporations.
Roger Lusby, host of Frazier & Deeter’s “Business Beat,” is an Alpharetta CPA and Alpharetta Office Managing Partner for Frazier & Deeter. He is also a member of the Tax Department in charge of coordinating tax and accounting services for our clientele. His responsibilities include a review of a variety of tax returns with an emphasis in the individual, estate, and corporate areas. Client assistance is also provided in the areas of financial planning, executive compensation and stock option planning, estate and succession planning, international planning (FBAR, SFOP), health care, real estate, manufacturing, technology and service companies.
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Past episodes of Frazier & Deeter’s “Business Beat” can be found here.