Our People 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 HKatz@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. Read more 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 Read more 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®, Read more 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, Read more 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... Read more Wesley Heinrichs, CFP Financial Advisor 770-285-8660 770-731-8504 email@example.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... Read more 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.