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Who We Are
TEAM
ATLANTA GA
CHARLOTTE NC
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Who We Are
TEAM
ATLANTA GA
CHARLOTTE NC
JOIN OUR TEAM
#NetWorthwhile
WHO WE SERVE
EXECUTIVES
PHILANTHROPISTS
HEALTH PROFESSIONALS
LEGAL PROFESSIONALS
WOMEN
ENTREPRENEURS
PROFESSIONAL ATHLETES
VETERINARIANS
NEWS + INSIGHTS
WEBINARS, RECORDINGS & PODCASTS
Wealth Planning 101
CLIENT LOGIN
CONTACT US
IMPORTANT DISCLOSURES
FORM CRS/ADV
Directors + Advisors
Chadwick L. Hunt
Chuck G. Gray, CFP®
Clara C. Parris, CFP®
Colin Sturgis, CFP®
Crystal Cooper Mathis
Dan Dubay, CFP®
David S. Fisher, CPA, CFA®, CFP®
Doug Liptak, CFP®, CPA
Elizabeth (Liz) DiPaolo, CFP®
Elizabeth Burdette, JD, CAP®
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Who We Are
TEAM
ATLANTA GA
CHARLOTTE NC
JOIN OUR TEAM
#NetWorthwhile
WHO WE SERVE
EXECUTIVES
PHILANTHROPISTS
HEALTH PROFESSIONALS
LEGAL PROFESSIONALS
WOMEN
ENTREPRENEURS
PROFESSIONAL ATHLETES
VETERINARIANS
NEWS + INSIGHTS
WEBINARS, RECORDINGS & PODCASTS
Wealth Planning 101
CLIENT LOGIN
CONTACT US
IMPORTANT DISCLOSURES
FORM CRS/ADV