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Our People

&#160; &#160; &#160; &#160; &#160; &#160; &#160; &#160; &#160; &#160; &#160; &#160;<a href="../../../login?ReturnUrl=%2fmy-dashboard"><strong>Linea (lin&#183;ea /ˈlin-ē-ə)</strong></a>

Our clients trust our team of experienced advisors and financial specialists to help simplify the complex and assist them in making smart decisions that support their goals. So they can spend more time “enjoying the ride.”

Collectively, we have more than 100 years of combined experience in comprehensive financial planning. And our team members, many of whom have worked together for decades, have developed our roles to encompass those things we enjoy most, naturally. So, you can expect a high level of focused expertise when you work with us.

Our approach helps to ensure that you receive the full benefit of diverse experience, knowledge, and insight our team members bring across multiple financial disciplines. And we share a unique bond based on a commitment to the shared values of Authenticity, Best Effort always, and to be Client-focused in all we do.

Wherever you happen to be in your journey, our team is committed to helping you move closer to your goals.

Meet Our People

Meet the Linea Private Wealth Management Team

Howard N. Katz, CFP®

Managing Partner

770.731.8500

770-731-8504

Howard.Katz@lineawealth.com

Howard is a Founding Partner of Linea Private Wealth Management. As a CERTIFIED FINANCIAL PLANNER® (CFP®) with more than 20 years of experience, Howard places great emphasis on understanding client objectives and concerns. 

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Justin A. Davidson, AWMA®

Partner

770.731.8500

770-731-8504

Justin.Davidson@lineawealth.com

Justin, a co-founder of Linea Private Wealth Management, is an Accredited Wealth Management Advisor (AWMA®)* with more than two decades helping individuals, families and business owners develop personalized strategies

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Anne Jacobs, FPQP™

Director of Client Relations

770.731.8500

770-731-8504

Anne.Jacobs@lineawealth.com

Anne brings more than 25 years of experience in the financial services industry to her role as Director of Client Relations for Linea Private Wealth Management. She began working with Howard Katz, CFP®, and Justin Davidson, AWMA®,

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Angie Noel

Insurance Coordinator

770.731.8500

770-731-8504

Angie.Noel@lineawealth.com

Angie has worked in the financial services industry since 1984 and began working with Linea Private Wealth Management co-founder Howard Katz, CFP, in 1999. She brings more than two decades of experience in life insurance underwriting,

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Jacob Lammie

Operations Associate

770.731.8500

770-731-8504

Jacob.Lammie@lineawealth.com

Jacob joined the Linea Private Wealth Management team in 2018, as an Operations Associate. He plays a critical role in building and maintaining the firm’s internal processes, including client on-boarding...

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Wesley Heinrichs, CFP

Financial Advisor

770-285-8660

770-731-8504

wesley.heinrichs@lineawealth.com

Wesley, joined the Linea Private Wealth Management Team in 2020. Over the past few years, he has earned his Certified Financial Planner ™ (CFP®) designation, along with his Series 7, 63 and 65 licenses. His goal is to deliver...

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Strategic Partners- Integrated Financial Group

Our Strategic Partners within Integrated Financial Group, includes a team of diverse professionals that support us with their expertise and perspective.

Don Patrick

CO-CEO and President

770.353.6426

Land Bridgers

Co-Chief Operating Officer

770.353.6395

Ron Wrenn

Chief Compliance Officer

770.353.6395

Crystal Epstein

Director of Trading Operations | Director of Investments Compliance Principal

770.353.6395

Karen Cooke

Director of Operations

770.353.6395

Laura Stone

Assistant Operations Manager

770.353.6395

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2017 Five Star Wealth Managers.