FERO FINANCIAL - Key Persons
Job Titles:
- Office Assistant
- Client Service Associate
Job Titles:
- Chief Compliance & Risk Officer
Job Titles:
- Director of Marketing / Integrated Financial Group
Job Titles:
- Founding Partner of Linea Private Wealth Management
Howard is a Founding Partner of Linea Private Wealth Management. As a CERTIFIED FINANCIAL PLANNER® (CFP®), with more than 20 years of experience, Howard places great emphasis on understanding client objectives and concerns. Howard then explains, in clear and understandable terms, how you are currently positioned relative to those goals. And works in partnership with your other advisors to develop a comprehensive plan to pursue your financial objectives and address your concerns moving forward.
Prior to founding Linea Private Wealth Management, Howard spent 20 years at his prior firm as a Comprehensive Financial Planner (15 of those with his business partner, Justin). As a Financial Planner, then and now, he specializes in the design and implementation of comprehensive financial plans, with a focus on estate planning, retirement planning, and business succession planning. Over time he has developed specialized expertise in family philanthropy, charitable giving, and strategies designed to help families pursue multigenerational legacy planning. Howard's client base includes successful families, business owners, and single women, among others.
After losing his father at a young age, Howard quickly came to understand the important role income protection strategies play in helping families maintain their lifestyle and pursue tomorrow's goals. So, a key area of focus over the years for Howard has been helping clients, and other advisors, understand the complexities of life insurance, hybrid long-term care, and disability income insurance.
Howard is active in several professional associations, boards, and community organizations, including the Atlanta Estate Planning Council, Integrated Financial Group's Advisory Board, the LIFE and LEGACY Program (current Chairman), the Atlanta Jewish Foundation (Past Board Chairman, 2018 -2020), the Jewish Federation of Greater Atlanta (Past Board Member), and the Georgia Planned Giving Council (Past President).
EDUCATION/CERTIFICATION:
B.S. Finance, University of Maryland
CERTIFIED FINANCIAL PLANNER, CFP®
IFG Consortium Member since 2014
Job Titles:
- Co - Founder
- 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.
Justin has a passion for helping Linea's clients plan their financial paths, assisting them in anticipating obstacles and overcoming challenges as their circumstances and the financial markets change over time. Using the firm's proprietary Linea Roadmap® process, Justin helps clients map out a personalized path to the future they desire, providing advice and guidance in essential areas from income protection and risk management to retirement, education, and investment planning.
Justin is an *Accredited Wealth Management Advisor (AWMA®) who began his career in the financial services industry after graduating from the University of Georgia in 1998 with a Bachelor of Business Administration (BBA). Before launching Linea Private Wealth Management, he practiced as a fee-based financial planner for Lincoln Financial Advisors. Justin was recognized as a **Five Star Professional Wealth Manager in Atlanta Magazine in 2017.
Outside the office, Justin enjoys time playing golf and guitar. He and his wife, Samantha, live in Acworth, Georgia, with their two daughters.
Job Titles:
- Director of Operations & HR / Integrated Financial Group
Job Titles:
- CEO / Integrated Financial Group
Job Titles:
- CERTIFIED FINANCIAL PLANNER
Mike Tarrant is a CERTIFIED FINANCIAL PLANNER TM professional with nearly 30 years of experience helping clients develop common-sense plans that seek to align their money with their life's goals. His financial planning approach is goal-centered-built specifically for each client's unique situation, issues, and needs.
Mike works primarily with families and business owners, with a unique concentration on pharmacists and pharmacy owners. Applying that experience to owners of all settings, Mike is a member of Exit Planning Institute as well as a Corporate Patron of the Alliance for Pharmacy Compounding, sponsor of the Georgia Pharmacy Association, and a Preferred Partner of its Academy of Independent Pharmacy. Mike maintains a network of related professionals to assist with specialized planning techniques so his clients can truly have one choreographed source for their financial planning needs.
Mike and his family live in Roswell, Georgia. He is a former elder of Stonecreek Church and has served as a Connection Group Facilitator. Currently, Mike mentors youth as an Assistant Scoutmaster with Boy Scouts and enjoys being involved with his two sons. Previously he served on the board of the Georgia Cancer Foundation and treasurer of the Financial Planning Association of Georgia. He enjoys family movie nights, hiking, camping, traveling, and model railroading.
EDUCATION/CERTIFICATION
CERTIFIED FINANCIAL PLANNER TM professional
Certified Exit Planning Advisor (CEPA)
IFG Consortium Member since 2015
Degrees in Economics and Finance, Valdosta State University
Wood Badge Adult Leadership Training, Boy Scouts of America
Member, Financial Planning Association
Member, Georgia Pharmacy Association
Member, Alliance for Pharmacy Compounding