Who We Are
Building Lasting Relationships
Relationships that endure the test of time are built on confidence, mutual respect, shared values, common goals, and good communication. We desire to develop a long-term, trusting relationship, empowering you to travel the roads of opportunity that will benefit you and your loved ones.
Relationships that endure the test of time are built on confidence, mutual respect, shared values, common goals, and good communication. We desire to develop a long-term, trusting relationship, empowering you to travel the roads of opportunity that will benefit you and your loved ones.
Focused Experience Fit For Your Needs
Collectively, Linea has more than 100 years of experience in comprehensive financial planning, and several of our team members have worked together for decades. Our roles encompass those things we enjoy and naturally excel at, which allows us to offer you a high level of focused expertise across multiple financial disciplines.
Focused Experience Fit For Your Needs
Collectively, Linea has more than 100 years of experience in comprehensive financial planning, and several of our team members have worked together for decades. Our roles encompass those things we enjoy and naturally excel at, which allows us to offer you a high level of focused expertise across multiple financial disciplines.
Meet Our Team
We are peers and friends who believe in authenticity, collaboration, community, and our best effort always. Check the background of your financial professional on FINRA’s BrokerCheck.
Howard Katz, CFP®
Managing Partner
Justin A. Davidson, AWMA®
Partner
Howard Katz, CFP®
Managing Partner
Justin A. Davidson, AWMA®
Partner
Pete Coleman Jr., AIF®
Financial Advisor
Anne Jacobs, FPQP™
Director of Client Relations
Pete Coleman Jr., AIF®
Financial Advisor
Anne Jacobs, FPQP™
Director of Client Relations
Angie O. Noel
Insurance Coordinator
Branden Russell
Insurance Coordinator
Angie O. Noel
Insurance Coordinator
Branden Russell
Insurance Coordinator
Greg Cobb
Client Services Associate
Greg Cobb
Client Services Associate
Strategic Partners
Integrated Financial Group (IFG)
Our strategic partners include a team of diverse professionals who support us with their expertise and perspective.
Don Patrick
Founder and Chief Strategy Officer
Land Bridgers
CEO
Brice Silver
Director of Advisor Solutions
Crystal Epstein
Chief Compliance and Risk Officer
Karen Cooke
Director of Operations & HR
Laura Stone
Assistant Director of Operations
Don Patrick
Founder and Chief Strategy Officer
Land Bridgers
CEO
Brice Silver
Director of Advisor Solutions
Crystal Epstein
Chief Compliance and Risk Officer
Karen Cooke
Director of Operations & HR
Laura Stone
Assistant Director of Operations
Get Strategic Support For The Road Ahead
We offer comprehensive planning services that are designed to protect your assets, simplify the complexities of your finances, and foster family harmony.
Get Strategic Support For The Road Ahead
We offer comprehensive planning services that are designed to protect your assets, simplify the complexities of your finances, and foster family harmony.