Team Category: Team - With Quote

Team

Kendrick Mattox, CFA

Partner, Senior Financial Advisor

October 15, 2023 No Comments

Team

Ginger Dorsett, FPQP^®

Director, Client Specialist

October 15, 2023 No Comments

Team

Harry Jones

Managing Partner, Senior Financial Advisor

October 15, 2023 No Comments

Team

Ellis Davis

Vice President, Portfolio Manager

October 15, 2023 No Comments

Team

Bretaigne Black

Director, Client Specialist

October 15, 2023 No Comments

Team

Ansel L. Davis, JD

Managing Director, Senior Financial Advisor

October 15, 2023 No Comments

Team

Amy Tierney, CFP^®

Managing Director – Director of
Operations

October 15, 2023 No Comments

Team

Ann Claire Lathem, FPQP^®

Director, Client Specialist

October 15, 2023 No Comments

Team

Nicole Pichon, FPQP^®

Director, Client Specialist
Client Services Team Manager

October 15, 2023 No Comments

Team

Julia Zwicky, FPQP^®

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.

Team Category: Team - With Quote

Kendrick Mattox, CFA

Ginger Dorsett, FPQP^®

Harry Jones

Ellis Davis

Bretaigne Black

Ansel L. Davis, JD

Amy Tierney, CFP^®

Ann Claire Lathem, FPQP^®

Nicole Pichon, FPQP^®

Julia Zwicky, FPQP^®

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