Carli R. Smith | Founder & Advisor | Signal Wealth Advisors

Carli Smith, CFP®

Founder & Wealth Advisor

CARLI has spent the better part of the last two decades dedicated to the field of finance and investments. It was a passion that started early and led her to where she is today, building a firm that helps high net-worth individuals manage their wealth through holistic and comprehensive financial planning. Understanding financial planning and investing is more of a journey than a destination, she recognizes that each person has a unique purpose for their wealth, and it is her goal to help her clients fulfill that purpose. Her attention to detail, love of problem-solving, and compassion for clients allow her to provide the level of service necessary for a successful long-term client-advisor relationship.

Prior to founding Signal Wealth Advisors, Carli gained invaluable experience as a Wealth Advisor at a $2.2 Billion Wealth Management firm local to Austin, TX. Leading up to becoming a Wealth Advisor, she worked for Dimensional Fund Advisors, a global investment management firm headquartered in Austin, TX. Her experience at Dimensional allowed her to gain the foundations necessary for providing wealth management services to her clients. Her time spent on the Portfolio Management team and her role in educating Dimensional’s institutional and advisor clients on various retirement solutions, fostered the knowledge and expertise necessary to transition to working with high-net-worth individuals.

In Carli’s free time, you can find her cheering on her kids at their various activities and sports, planning a trip to somewhere adventurous with her husband and family, hanging in or around water, or cuddling up on the couch with her French Bulldog, Elli.

Rachel Kleinman, CFP®

Wealth Advisor
RACHEL was born and raised in Houston, TX before moving to Austin, where she spent the past 15 years.
 
She began her career at Dimensional Fund Advisors, where she spent 10 years building a deep understanding of capital markets. During that time, she worked closely with financial advisors across the country, consulting on portfolio construction, helping them interpret and apply market insights, refine client communication, and strengthen their practices. Most recently, Rachel served as Co-Head of the Client Relationship Group, where she led a team of 130 professionals and focused on developing the next generation of leaders through training, recruiting, and mentorship.
 
Through her experience, Rachel developed a deep appreciation for the role thoughtful financial advice can play in people’s lives. She brings that perspective into her work with clients, focusing on helping them navigate complex financial decisions with clarity, confidence, and a long-term outlook.
 
Rachel and her husband Jonathan recently returned home to Houston, where they look forward to raising their daughter and getting involved in the community. She plans to be in Austin frequently to meet with clients and collaborate with her team, as well as cheer on the Longhorns in the fall!
 
Outside of work, Rachel enjoys spending time with her husband, daughter, and 7-year old Bernedoodle, Murray. They enjoy trying new restaurants and coffee shops, staying active, and traveling. 

Sarah Bremer

Associate Financial Planner

SARAH is a Texas native who was raised in New Braunfels where she began her career in the banking industry in 2012. After several years, she recognized her passion for thinking outside the box and the impact of treating each client interaction with a thoughtful, relationship-driven approach. Combined with her banking experience, this provided the foundation for her to transition to the Wealth Management industry seamlessly four years ago. Specifically, Sarah helps high net worth individuals navigate their financial journey by providing assistance with the development of tailored financial planning. She is incredibly passionate about helping each client she works with to achieve their financial goals.

 
Outside of work, Sarah enjoys spending time outdoors with her husband and daughter. Together, they care for a growing menagerie of chickens and goats—and she hopes to add cows to the mix someday soon!

Kim Kennemer

Client Service Associate

KIM is a native Austinite, born and raised in Austin, TX. She attended St. Edward's University where she earned a degree in International Studies. She was also a 4-year letter winner on the volleyball team (Go Hilltoppers!). From there, she attended Western Governors University and earned an MS in Management and Leadership. 

After college, she pursued a certificate to teach special education, which once earned, she put to use for 15 years (8 of which were in England). While in England, she met her husband, Steven, and they like to say she brought him back as her souvenir. Upon returning to Austin, she stepped away from teaching and began program coordination and operations work both in the public and non-profit sectors. 

In her free time, she enjoys playing fetch with her Frenchie, Penny. She loves animals and dogs are her favorite. She and her husband travel whenever they can. Colorado, Spain, and England are their favorites!