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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
Jennifer T. Stephenson, CPA
Jessica Soto, SHRM-SCP
Jonathan A. Galvis, CAIA, CFA®
Katie Amy
Keilah Everett Barikos
Kimberly B. Stewart
Laura A. Hubbell, CFA®
Leah Maybry, CPA
Margaret Huang Casey, CFP®️
Maria McCool
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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