Broker Check

Our People

Why We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

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 Katz is a co-founder, with Justin Davidson, of Linea Private Wealth Management. Prior to starting the firm, Howard spent 20 years as a Financial Advisor for Lincoln Financial Advisors where he specialized in the design and implementation of comprehensive financial plans. He assisted clients with estate planning, retirement planning and business succession planning, as well as investment management. Linea Private Wealth Management clients will also benefit from Howard’s proficiency in charitable giving and family legacy planning strategies that promote harmony within families.

Justin A. Davidson, AWMA®

Partner

770.731.8500

770-731-8504

Justin.Davidson@lineawealth.com

Justin Davidson, co-founder of Linea Private Wealth Management, began his career in the financial services industry after graduating from college in 1998. Before launching Linea Private Wealth Management, he practiced as a fee-based Financial Planner for Lincoln Financial Advisors.

Justin chose this career because he truly enjoys helping people plan their financial path. In addition to developing a customized financial plan, Justin meets with each client to discuss any changes in goals or lifestyle that may warrant an adjustment to the plan as time goes on. Justin was recognized as a Five Star Professional Wealth Manager in Atlanta Magazine in 2017*.

*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.

Anne Jacobs, FPQP™

Director of Client Relations

770.731.8500

770-731-8504

Anne.Jacobs@lineawealth.com

Anne has worked in the financial industry for over 25 years. She began working with Howard Katz and Justin Davidson in 2007 when her family moved to Georgia. During Anne’s career she developed expertise in the areas of operations, marketing and relationship management. As her career progressed, Anne earned her Financial Paraplanner Qualified Professional designation from the College of Financial Planning.

Angie Noel

Insurance Coordinator

770.731.8500

770-731-8504

Angie.Noel@lineawealth.com

Angie has worked in the financial industry since 1984. She began working with Howard Katz in 1999. Her primary focus is to provide an excellent life insurance underwriting experience for Linea Private Wealth Management clients. Her goal is to make sure that the life insurance underwriting process runs smoothly and efficiently, ensuring the best underwriting rating possible.

Jacob Lammie

Operations Associate

770.731.8500

770-731-8504

Jacob.Lammie@lineawealth.com

Jacob joined Linea Private Wealth Management in 2018. He studied at both Berry College and Kennesaw State, earning his BS in Finance in 2016. He was previously working with Chick-Fil-A as a Quality and Customer Experience Director in Bethesda, MD. Jacob’s attention to detail and being process driven makes him a perfect fit for the Operations Associate role. Jacob is actively involved with the Client On-boarding process.

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.