Serina Green
President & Chief Operating Officer
Signature Financial Planning
When Serina joined the Signature Financial Planning team in 2013, she was supposed to just fill in while someone was on maternity leave, but ended up keeping the role and taking over the department. Eleven years later, she's the first female President in the history of the company and focuses on the implementation of innovative plans that help the company grow. When she started at Signature, it was a small team of seven managing $400 million in assets. Now, they're managing more than $1 billion with eight advisors and 23 employees. Serina grew up in Ambridge, has six sisters and all but one still live in Beaver County. She also has 12 nieces and nephews and four cats. When time allows, she enjoys racing cars. She's a member of the Audi and Porsche club and races her Audi TTRS. She often takes trips to the Mid-Ohio International Raceway to drive on her favorite track.
What has your experience been like working with MBM on your office project?
Working with MBM was a great experience because they’re so communicative. With a big project like this and so many moving parts, having open communication and seeing everything behind the scenes was incredibly helpful. We had a vision for a really creative space, different than the typical financial services office, and the team really made it come to life.
What were the biggest challenges on this project?
There were a lot of moving parts and different teams involved, so coordinating everything was definitely a challenge. MBM really excels at predicting issues and solving them early which saved a lot of time and headaches, and their willingness to work directly with our other vendors took stress off my plate and made the project run smoothly.
What is your favorite part or area of your new office suite?
My personal office suite! I wanted a space that felt like me and I got it. It’s pink, creative, and even has shelves to display my shoe collection.
Has your new office impacted staff experience and overall productivity?
The new office brought a new energy into our team culture. In our last office, we didn’t have the space we needed to work together the way we wanted to. Now, we have rooms dedicated to collaboration and the technology to support it.
Tell us three things most people don’t know about you…
First, I really love video games. Mario Kart is one of my favorites, and I have a collection of gaming consoles from throughout the years. I still play on my N64 that I’ve had since it was released in the 90s. Second, I'm obsessed with beef jerky and always try to taste new brands. When I travel, instead of getting the souvenirs that everyone buys, I try to buy local jerkies to get a taste of that area or culture. Lastly, I’m a HUGE true crime junkie. I listen to all the podcasts (Case Files is my favorite) and even have gone to Crime Con almost every year since it started.
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