Location: Dallas, TX

Team

Jacobi Padgett, CIMA^®

Managing Director, Portfolio Manager

October 15, 2023 No Comments

Elizabeth Mackie, CPA, CFP®, Partner, Senior Financial Advisor

Team

Elizabeth Mackie, CPA, CFP^®

Partner, Senior Financial Advisor

October 15, 2023 No Comments

Amanda Henry, Client Service Associate

Team

Amanda Henry

Client Service Associate

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.

ATLANTA | CHARLOTTE | DALLAS | LEXINGTON | NASHVILLE | TAMPA

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HEADQUARTERS

3333 Riverwood Parkway
Suite 350
Atlanta, GA 30339