Location: Atlanta, GA

Bennett Gwynn, MBA

Analyst

August 13, 2024 No Comments

Dennis Sabo, CFA

Partner, Senior Financial Advisor

June 26, 2024 No Comments

Team - With Quote

Zaki Colabawala

Vice President, Research Analyst

October 24, 2023 No Comments

Team - With Quote

Michelle Dickson, FPQP^®

Director, Client Specialist

October 24, 2023 No Comments

Team - With Quote

AK Hendrix, CFP^®

Partner, Director of Wealth Strategy

October 24, 2023 No Comments

Team - With Quote

Barrett Karvis, EMBA

COO, CCO

October 24, 2023 No Comments

Team

Peek Garlington III, CPCU^®, ARM™

Founding Partner, Senior Financial Advisor

October 15, 2023 No Comments

Team

Will Skeean, CFA

Partner, Senior Financial Advisor

October 15, 2023 No Comments

Team

Whit Davis

Partner, Portfolio Manager

October 15, 2023 No Comments

Team

Stephen Halkos, CFA

Managing Director, Portfolio Manager

October 15, 2023 No Comments

HOW CAN WE FURTHER YOUR MISSION?

We’d be honored to have a conversation with you about your life’s work and the legacy you’d like to build.

Location: Atlanta, GA

Bennett Gwynn, MBA

Dennis Sabo, CFA

Zaki Colabawala

Michelle Dickson, FPQP^®

AK Hendrix, CFP^®

Barrett Karvis, EMBA

Peek Garlington III, CPCU^®, ARM™

Will Skeean, CFA

Whit Davis

Stephen Halkos, CFA

HOW CAN WE FURTHER YOUR MISSION?

Subscribe to Quarterly Outlook

HEADQUARTERS

3333 Riverwood Parkway
Suite 350
Atlanta, GA 30339

Location: Atlanta, GA

HOW CAN WE FURTHER YOUR MISSION?

Subscribe to Quarterly Outlook

HEADQUARTERS

3333 Riverwood Parkway Suite 350 Atlanta, GA 30339

3333 Riverwood Parkway
Suite 350
Atlanta, GA 30339