Our Team

 

David M. Jullie | Principal of a South Miami Office

Investment Advisor Representative of Signator Investors, Inc.

davidjullie@successfulplan.com

David M. Jullie has worked in the financial services industry for more than twenty years. David worked as an associate advisor with his father Michael A. Jullie, CFP® for four years before becoming partners with James Kaercher in 1997. David holds FINRA Series 6, 7, 24, 63 and 65 registrations through Signator Investors, Inc.



David specializes in helping individuals, couples and corporations seek their financial goals. David believes in creating a tailored financial plan based on each clients specific goals. After a financial plan has been completed, investments are considered based on return needs illustrated by the financial plan.

David studied Philosophy at Loyola University and is a graduate of Andrew College in Georgia. David and his wife Melody have four children. They have lived in the S. Miami area since 1969.



My email: davidjullie@successfulplan.com



My phone extension: 320



James E. Kaercher

Investment Advisor Representative of Signator Investors, Inc

jkaercher@signatorfn.com

James E. Kaercher is a finance and international business graduate of Florida International University.  James has worked in the financial industry for 20 years.  James specializes in domestic and international planning for individuals and corporations.  He has a comprehensive understanding of the industry and his clients’ needs and goals.  Through his specialization he can help seek success, security and confidence at every level of his profession.



My email: jkaercher@signatorfn.com



My phone extension: 330



Manny Gulino 

Investment Advisor Representative of Signator Investors, Inc.

Manny Gulino is an Investment Advisor Representative with Signator Investors, Inc. holds a FINRA Series 6 registration, and is a licensed mortgage broker.  Manny believes that along with a Comprehensive financial plan, keeping abreast of money manager tenures for his clients, as well as, a proper tax reduction strategy, searching for the best possible loans with lower than average closing costs for his clients is a vital part of the financial planning process.  "The borrowing and the saving go hand in hand" says Manny.

Manny Studied Engineering at the University Of Florida and was also actively involved in the ROTC program in Gainesville, Florida.  After college Manny worked at Florida Power & Light for more than five years, while running his families two "Roma Italian restaurants" in the Miami Area. 

Manny has worked at the South Miami office for more than fifteen years.  Manny has a vast knowledge of the tax code and assists Michael Jullie, preparing Taxes for clients at the South Miami office. 

Manny has two children, Devon and Christopher.  They have lived in Miami since 1969 and currently reside in Palmetto Bay.



Tax and Mortgage services are not offered through  Signator Investors, Inc.  



My email: egulino@signatorfn.com



My phone extension: 121



Brian D. Thelen, CFP®, CFA

Investment Advisor Representative with Signator Investors, Inc. 

bthelen@signatorfn.com

Brian’s primary focus is on Investment Portfolio Management and Fee Based Financial Planning. As an Investment Advisor Representative, Brian holds FINRA Series 7, 66, and various State Insurance Licenses. Before joining Signator 2002, Brian worked for John Hancock Financial Services at the Miami Agency.

Brian D. Thelen graduated December 1997 Magna Cum Laude from Florida State University with a Bachelor of Science in Finance and a Bachelor of Science in Multinational Business Operations, including a minor in Russian Language Studies. He completed his Master’s of Science in Financial Analysis in August 2009 from the College for Financial Planning located in Denver, Colorado.

On June 1, 2003; Brian earned the Certified Financial Planner designation.  Use of the CFP designation is governed by the CFP Board and holders have voluntarily submitted to the rigorous CFP® certification process that includes demanding education, examination, experience and ethical requirements.

In December 2009, Brian earned the right to use the Chartered Financial Analyst designation. The CFA charter is a globally recognized credential for investment analysis and management. Recipients of the CFA charter have successfully completed a graduate-level, self-study curriculum and series of three intensive examinations taken sequentially over at least two years.

Born and raised in Miami, Brian attended Miami Palmetto High School and is an Eagle Scout.  He currently resides in Cutler Bay with his wife Rebecca., and their two children.



My email:  bthelen@signatorfn.com



My phone extension: 153

Melody A. Jullie

Office Assistant

mjullie@signatorfn.com 

Melody Jullie has been at the firm for more than 5 years. She specializes in marketing and client relations for Jullie & Associates P.A.

 

 

 

 

Representatives of Signator Investors, Inc. do not provide tax and legal advice.  Please consult your tax advisor or attorney for such guidance.

Erin M. Jullie

Administration Assistant

erinjullie@successfulplan.com 

Erin Jullie started working as an administration assistant while still a Senior at Miami Palmetto Senior high in Pinecrest Florida. Erin enjoys Finance and Financial Planning and has enrolled at Miami Dade College to earn a degree in Business and International Finance. She will also work towards earning her CFP designation in 2020. P.A.

 

 

 My email: erinjullie@successfulplan.com 

 My phone extension: 110