Team Category: Team - With Quote

Team

Kevin Vogel, CFP^®

Vice President, Wealth Strategy

October 15, 2023 No Comments

Team

Shelby Potz-Nielsen, CFP^®

Vice President, Client Specialist
Portfolio Manager

October 15, 2023 No Comments

Team

Jimmy Patrick

Partner, Senior Financial Advisor

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Team

Nanny McFadden

Vice President, Operations Associate

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Team

Elizabeth Mackie, CPA, CFP^®

Partner, Senior Financial Advisor

October 15, 2023 No Comments

Team

Jake Munns, FPQP^®

Analyst

October 15, 2023 No Comments

Team

Jacobi Padgett, CIMA^®

Managing Director, Portfolio Manager

October 15, 2023 No Comments

Team

Brad Parsons

Managing Director, Senior Financial Advisor

October 15, 2023 No Comments

Team

Bert Rayle

Founding Partner, Senior Financial Advisor

October 15, 2023 No Comments

Team

Frances Suarez-Schmidt, CFP^®, AWMA^®, MPS

Frances Suarez-Schmidt is a Vice President and Client Specialist in Edge Capital’s Dallas office. As a CERTIFIED FINANCIAL PLANNER™, she brings a wealth of expertise

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

Kevin Vogel, CFP^®

Shelby Potz-Nielsen, CFP^®

Jimmy Patrick

Nanny McFadden

Elizabeth Mackie, CPA, CFP^®

Jake Munns, FPQP^®

Jacobi Padgett, CIMA^®

Brad Parsons

Bert Rayle

Frances Suarez-Schmidt, CFP^®, AWMA^®, MPS

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