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Live Confidently
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Process
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Designing a Great Life
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Asset Protection
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Wealth Transfer Planning
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2010
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2008
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PARTNERS AND DIRECTORS
Kameron Besson
Maria McCool
Blair Cunningham
Jamie McCusker
David Fisher
Jeff Peller
Heather Fortner
Vicki Shackley
Page Harty
Todd Sheets
Doug Liptak
Chad Zimmerman
Headquartered:
Atlanta, Georgia
Locations:
Atlanta, Alpharetta
Founded:
1997
Employees:
27
Assets Under Management:
$1B+
Retention Ratio:
97%
CONTACT US