Team Category: Team - With Quote

Team - With Quote

Barrett Karvis, EMBA

COO, CCO

October 24, 2023 No Comments

Team - With Quote

Pam Witt

Vice President, Client Specialist

October 24, 2023 No Comments

Team

Will Skeean, CFA

Partner, Senior Financial Advisor

October 15, 2023 No Comments

Team

William deButts III, CIMA^®

Partner, Senior Financial Advisor

October 15, 2023 No Comments

Team

Whit Davis

Partner, Portfolio Manager

October 15, 2023 No Comments

Team

Victoria Kolbe

Client Service Associate

October 15, 2023 No Comments

Team

Stephen Halkos, CFA

Managing Director, Portfolio Manager

October 15, 2023 No Comments

Team

Paul Robertson III

Partner, Senior Financial Advisor

October 15, 2023 No Comments

Team

Peek Garlington III, CPCU^®, ARM™

Founding Partner, Senior Financial Advisor

October 15, 2023 No Comments

Team

Neal Deaton, CFP^®

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.

Team Category: Team - With Quote

Barrett Karvis, EMBA

Pam Witt

Will Skeean, CFA

William deButts III, CIMA^®

Whit Davis

Victoria Kolbe

Stephen Halkos, CFA

Paul Robertson III

Peek Garlington III, CPCU^®, ARM™

Neal Deaton, CFP^®

HOW CAN WE FURTHER YOUR MISSION?

Subscribe to Quarterly Outlook

HEADQUARTERS

3333 Riverwood Parkway
Suite 350
Atlanta, GA 30339

Team Category: Team - With Quote

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