LINEA - Key Persons
Angie brings over two decades of focused experience in life insurance underwriting to Linea Private Wealth Management, helping to ensure a smooth and efficient experience for clients in this critical planning area. Led by Linea's advisors, she seeks to balance clients' coverage needs with their budget goals.
Job Titles:
- Chief Compliance and Risk Officer
Don Patrick - Chief Strategy Officer, Founder
Job Titles:
- Chief Strategy Officer
- Founder
Job Titles:
- Client Services Associate
As a customer service professional of fourteen years, Greg delivers an exceptional client experience and provides top-tier client care. With his passion for people and heart for hospitality, creating a positive client interaction is always top of mind. Greg is always eager to serve as a resource for the Linea Private Wealth Management team, excelling in providing a concierge-like level of service to every client.
Outside the office, Greg enjoys traveling with his wife Ellen, and his 2-year-old son, Leo. When he's not playing the guitar or running the scales on his trumpet, he spends time at the local park with his Golden Doodle Jules.
Linea Founding Partner, Howard Katz, can often be heard saying, "If you ask the right questions, the road rises to meet you." Howard is innately focused on determining his client's objectives and concerns and is deeply committed to fostering family harmony in every aspect of the wealth management process.
Job Titles:
- Client Services Associate
Jill joined the Linea Private Wealth Management team in 2022 as a Client Services Associate. She brings over 20 years of highly efficient office support to Linea. In this role, Jill is critical in building and maintaining our internal processes, including client onboarding and facilitating client requests and inquiries. Additionally, Jill manages client account documentation, helping to ensure an exceptional experience for the firm's clients and team members.
In her free time, Jill enjoys spending time with her two children and their dogs, new culinary experiences, reading, creating memorable adventures for the family, and vacationing at the beach.
Job Titles:
- Co - Founder of Linea Private Wealth Management
Justin Davidson is a co-founder of Linea Private Wealth Management with over two decades of experience helping individuals, families and business owners develop personalized strategies to pursue their long-term financial and retirement goals. His primary focus is overseeing and managing the firm's Investment Processes and Platforms.
Job Titles:
- Director of Operations & HR
Job Titles:
- Assistant Director of Operations & Director of IFG Annual Retreat
Pete understands firsthand how necessary a personalized investment strategy can be to your success. After being an investment advisor with Edward Jones for several years, Pete decided to join Linea Private Wealth Management because he wants to share his knowledge and experience to help other investors work towards their financial goals.
Wesley has a straightforward, optimistic approach to every situation that makes it clear he loves helping others. He is passionate about financial planning and educating clients on the myriad of decisions and options they face. Wesley's goal is to simplify the complex and foster lifetime professional relationships that provide vital financial services at every juncture of life. He prides himself on giving his clients the same advice and care that he would give to his own family.
Using Linea's proprietary planning process called the Linea roadmap®, Wesley helps clients pursue their goals confidently by offering strategic support at every point of the journey. Because each investor is unique, Wesley maps out customized plans to help them reach their destinations. He specializes in investment management, portfolio construction, holistic financial planning, goal setting, strategic retirement solutions, and sophisticated tax planning. Wesley works with a diverse group of professionals, including business owners, executives, singles, and multigenerational families.
Wesley joined the Linea Private Wealth Management Team in 2020. He is a Certified Financial Planner PROFESSIONAL TM (CFP®) and holds his Series 7, 63 (held through LPL Financial), and 65 (held through IFG Advisory, LLC) licenses. He began his career in the financial services industry after graduating from Georgia Southern University in 2016, where he obtained his bachelor's degree in Finance with a minor in Information Systems.
Wesley currently lives in Atlanta and enjoys spending time with his friends and family. He is very active and loves being outdoors, including running, hiking, and fishing. He likes anything to do with sports, whether it is cheering on the Georgia Bulldogs or participating in men's amateur leagues.