Broker Check

Independent Advice Delivered With Integrity and Care

Learn more


Our People

We’re your advisor for today and the future.

Learn more

Our Practice

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Learn more

Our Process

Addressing today’s needs while planning for tomorrow’s dreams.

Learn more

Our Personalized Process | Where do you want your Linea RoadmapTM to take you?

Learn more

Meet Our Team

Anne  Jacobs

Anne Jacobs, FPQP™

Director of Client Relations

770.731.8500

770-731-8504

Jacob  Lammie

Jacob Lammie

Operations Associate

770.731.8500

770-731-8504

Angie  Noel

Angie Noel

Insurance Coordinator

770.731.8500

770-731-8504

Get a complimentary opinion today when you complete the Free Portfolio Risk Analysis

Have a Question?

Name
Email
Phone
Question
Thank you! Oops!