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Who We Are
TEAM
ATLANTA GA
CHARLOTTE NC
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EXECUTIVES
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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
Evan Carter, CFP®, MDiv
Hank Estep, CFP®
Heather Robertson Fortner, MS, IACCP®
Isabel F. Berbert
Isobo Amaso, CFP®, CTS™
James E. Tally II, CTFA, CFP®
James P. Yost, CFP®, CAIA®, CTS™
Jamie McCusker Gentry, CFP®
Jay Loyd, CPA, CFP®
JD Thacker, CFP®
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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