Location: Dallas, TX

Team - With Quote

Jake Baker, CFA

Analyst

October 24, 2023 No Comments

Team - With Quote

Michelle Dickson, FPQP^®

Director, Client Specialist

October 24, 2023 No Comments

Team

Paul Robertson III

Partner, Senior Financial Advisor

October 15, 2023 No Comments

Team

Whit Davis

Partner, Portfolio Manager

October 15, 2023 No Comments

Team

Will Skeean, CFA

Partner, Senior Financial Advisor

October 15, 2023 No Comments

Team

Ginger Dorsett, FPQP^®

Director, Client Specialist

October 15, 2023 No Comments

Team

Shelby Potz-Nielsen, CFP^®

Vice President, Client Specialist
Portfolio Manager

October 15, 2023 No Comments

Team

Frances Suarez, AWMA^®, MPS

Vice President, Client Specialist

October 15, 2023 No Comments

Team

Bert Rayle

Founding Partner, Senior Financial Advisor

October 15, 2023 No Comments

Team

Brad Parsons

Managing Director, Senior Financial Advisor

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: Dallas, TX

Jake Baker, CFA

Michelle Dickson, FPQP^®

Paul Robertson III

Whit Davis

Will Skeean, CFA

Ginger Dorsett, FPQP^®

Shelby Potz-Nielsen, CFP^®

Frances Suarez, AWMA^®, MPS

Bert Rayle

Brad Parsons

HOW CAN WE FURTHER YOUR MISSION?

Subscribe to Quarterly Outlook

HEADQUARTERS

3333 Riverwood Parkway
Suite 350
Atlanta, GA 30339

Location: Dallas, TX

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