Role: Client Services

Team - With Quote

Michelle Dickson, FPQP^®

Director, Client Specialist

October 24, 2023 No Comments

Team - With Quote

Pam Witt

Vice President, Client Specialist

October 24, 2023 No Comments

Team

Victoria Kolbe

Client Service Associate

October 15, 2023 No Comments

Team

Ginger Dorsett, FPQP^®

Director, Client Specialist

October 15, 2023 No Comments

Team

Ann Claire Lathem, FPQP^®

Director, Client Specialist

October 15, 2023 No Comments

Team

Bretaigne Black

Director, Client Specialist

October 15, 2023 No Comments

Team

Julia Zwicky, FPQP^®

Vice President, Client Specialist

October 15, 2023 No Comments

Team

Shelby Potz-Nielsen, CFP^®

Vice President, Client Specialist
Portfolio Manager

October 15, 2023 No Comments

Team

Nicole Pichon, FPQP^®

Director, Client Specialist
Client Services Team Manager

October 15, 2023 No Comments

Team

Frances Suarez, AWMA^®, MPS

Vice President, Client Specialist

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.

Role: Client Services

Michelle Dickson, FPQP^®

Pam Witt

Victoria Kolbe

Ginger Dorsett, FPQP^®

Ann Claire Lathem, FPQP^®

Bretaigne Black

Julia Zwicky, FPQP^®

Shelby Potz-Nielsen, CFP^®

Nicole Pichon, FPQP^®

Frances Suarez, AWMA^®, MPS

HOW CAN WE FURTHER YOUR MISSION?

Subscribe to Quarterly Outlook

HEADQUARTERS

3333 Riverwood Parkway
Suite 350
Atlanta, GA 30339

Role: Client Services

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