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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.

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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

<img decoding="async" width="902" height="902" src="https://lineawealth.com/wp-content/uploads/sites/142/2024/10/linea-office-2.png" alt="" title="" srcset="https://lineawealth.com/wp-content/uploads/sites/142/2024/10/linea-office-2.png 902w, https://lineawealth.com/wp-content/uploads/sites/142/2024/10/linea-office-2-480x480.png 480w" sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 902px, 100vw" class="wp-image-792" />

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.

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Howard Katz, CFP®

Managing Partner

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Justin A. Davidson, AWMA®

Partner

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Howard Katz, CFP®

Managing Partner

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<img decoding="async" width="202" height="202" src="https://lineawealth.com/wp-content/uploads/sites/142/2024/09/Justin-Davidson-1.png" alt="" title="" srcset="https://lineawealth.com/wp-content/uploads/sites/142/2024/09/Justin-Davidson-1.png 202w, https://lineawealth.com/wp-content/uploads/sites/142/2024/09/Justin-Davidson-1-150x150.png 150w" sizes="(max-width: 202px) 100vw, 202px" class="wp-image-767" />

Justin A. Davidson, AWMA®

Partner

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Pete Coleman Jr., AIF®

Financial Advisor

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Anne Jacobs, FPQP™

Director of Client Relations

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Pete Coleman Jr., AIF®

Financial Advisor

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<img decoding="async" width="200" height="200" src="https://lineawealth.com/wp-content/uploads/sites/142/2024/09/LineaOfficeSeshMMP1-2-1.png" alt="" title="" srcset="https://lineawealth.com/wp-content/uploads/sites/142/2024/09/LineaOfficeSeshMMP1-2-1.png 200w, https://lineawealth.com/wp-content/uploads/sites/142/2024/09/LineaOfficeSeshMMP1-2-1-150x150.png 150w" sizes="(max-width: 200px) 100vw, 200px" class="wp-image-769" />

Anne Jacobs, FPQP™

Director of Client Relations

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Angie O. Noel

Insurance Coordinator

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Branden Russell

Insurance Coordinator

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Angie O. Noel

Insurance Coordinator

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<img decoding="async" width="200" height="200" src="https://lineawealth.com/wp-content/uploads/sites/142/2024/09/Branden_headshot.png" alt="" title="" srcset="https://lineawealth.com/wp-content/uploads/sites/142/2024/09/Branden_headshot.png 200w, https://lineawealth.com/wp-content/uploads/sites/142/2024/09/Branden_headshot-150x150.png 150w" sizes="(max-width: 200px) 100vw, 200px" class="wp-image-772" />

Branden Russell

Insurance Coordinator

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Greg Cobb

Client Services Associate

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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.

<img decoding="async" width="202" height="202" src="https://lineawealth.com/wp-content/uploads/sites/142/2024/09/DAEMON_2203315_Don_Patrick_7394A2-removebg-preview-1.png" alt="" title="" srcset="https://lineawealth.com/wp-content/uploads/sites/142/2024/09/DAEMON_2203315_Don_Patrick_7394A2-removebg-preview-1.png 202w, https://lineawealth.com/wp-content/uploads/sites/142/2024/09/DAEMON_2203315_Don_Patrick_7394A2-removebg-preview-1-150x150.png 150w" sizes="(max-width: 202px) 100vw, 202px" class="wp-image-760" />

Don Patrick

Founder and Chief Strategy Officer

<img decoding="async" width="202" height="202" src="https://lineawealth.com/wp-content/uploads/sites/142/2024/09/Land_Bridgers_3190A-removebg-preview-1.png" alt="" title="" srcset="https://lineawealth.com/wp-content/uploads/sites/142/2024/09/Land_Bridgers_3190A-removebg-preview-1.png 202w, https://lineawealth.com/wp-content/uploads/sites/142/2024/09/Land_Bridgers_3190A-removebg-preview-1-150x150.png 150w" sizes="(max-width: 202px) 100vw, 202px" class="wp-image-761" />

Land Bridgers

CEO

<img decoding="async" width="200" height="200" src="https://lineawealth.com/wp-content/uploads/sites/142/2024/09/Brice-Silver-1-1.png" alt="" title="" srcset="https://lineawealth.com/wp-content/uploads/sites/142/2024/09/Brice-Silver-1-1.png 200w, https://lineawealth.com/wp-content/uploads/sites/142/2024/09/Brice-Silver-1-1-150x150.png 150w" sizes="(max-width: 200px) 100vw, 200px" class="wp-image-762" />

Brice Silver

Director of Advisor Solutions

<img decoding="async" width="202" height="202" src="https://lineawealth.com/wp-content/uploads/sites/142/2024/09/DAEMON_2203315_Crystal_Epstein_7588A2-removebg-preview-1.png" alt="" title="" srcset="https://lineawealth.com/wp-content/uploads/sites/142/2024/09/DAEMON_2203315_Crystal_Epstein_7588A2-removebg-preview-1.png 202w, https://lineawealth.com/wp-content/uploads/sites/142/2024/09/DAEMON_2203315_Crystal_Epstein_7588A2-removebg-preview-1-150x150.png 150w" sizes="(max-width: 202px) 100vw, 202px" class="wp-image-763" />

Crystal Epstein

Chief Compliance and Risk Officer

<img decoding="async" width="202" height="202" src="https://lineawealth.com/wp-content/uploads/sites/142/2024/09/DAEMON_2203315_Karen_Cooke-Thomas_7503A-removebg-preview-1.png" alt="" title="" srcset="https://lineawealth.com/wp-content/uploads/sites/142/2024/09/DAEMON_2203315_Karen_Cooke-Thomas_7503A-removebg-preview-1.png 202w, https://lineawealth.com/wp-content/uploads/sites/142/2024/09/DAEMON_2203315_Karen_Cooke-Thomas_7503A-removebg-preview-1-150x150.png 150w" sizes="(max-width: 202px) 100vw, 202px" class="wp-image-764" />

Karen Cooke

Director of Operations & HR

<img decoding="async" width="202" height="202" src="https://lineawealth.com/wp-content/uploads/sites/142/2024/09/DAEMON_2203315_Laura_Stone_7241A2-removebg-preview-1.png" alt="" title="" srcset="https://lineawealth.com/wp-content/uploads/sites/142/2024/09/DAEMON_2203315_Laura_Stone_7241A2-removebg-preview-1.png 202w, https://lineawealth.com/wp-content/uploads/sites/142/2024/09/DAEMON_2203315_Laura_Stone_7241A2-removebg-preview-1-150x150.png 150w" sizes="(max-width: 202px) 100vw, 202px" class="wp-image-765" />

Laura Stone

Assistant Director of Operations

<img decoding="async" width="202" height="202" src="https://lineawealth.com/wp-content/uploads/sites/142/2024/09/DAEMON_2203315_Don_Patrick_7394A2-removebg-preview-1.png" alt="" title="" srcset="https://lineawealth.com/wp-content/uploads/sites/142/2024/09/DAEMON_2203315_Don_Patrick_7394A2-removebg-preview-1.png 202w, https://lineawealth.com/wp-content/uploads/sites/142/2024/09/DAEMON_2203315_Don_Patrick_7394A2-removebg-preview-1-150x150.png 150w" sizes="(max-width: 202px) 100vw, 202px" class="wp-image-760" />

Don Patrick

Founder and Chief Strategy Officer

<img decoding="async" width="202" height="202" src="https://lineawealth.com/wp-content/uploads/sites/142/2024/09/Land_Bridgers_3190A-removebg-preview-1.png" alt="" title="" srcset="https://lineawealth.com/wp-content/uploads/sites/142/2024/09/Land_Bridgers_3190A-removebg-preview-1.png 202w, https://lineawealth.com/wp-content/uploads/sites/142/2024/09/Land_Bridgers_3190A-removebg-preview-1-150x150.png 150w" sizes="(max-width: 202px) 100vw, 202px" class="wp-image-761" />

Land Bridgers

CEO

<img decoding="async" width="200" height="200" src="https://lineawealth.com/wp-content/uploads/sites/142/2024/09/Brice-Silver-1-1.png" alt="" title="" srcset="https://lineawealth.com/wp-content/uploads/sites/142/2024/09/Brice-Silver-1-1.png 200w, https://lineawealth.com/wp-content/uploads/sites/142/2024/09/Brice-Silver-1-1-150x150.png 150w" sizes="(max-width: 200px) 100vw, 200px" class="wp-image-762" />

Brice Silver

Director of Advisor Solutions

<img decoding="async" width="202" height="202" src="https://lineawealth.com/wp-content/uploads/sites/142/2024/09/DAEMON_2203315_Crystal_Epstein_7588A2-removebg-preview-1.png" alt="" title="" srcset="https://lineawealth.com/wp-content/uploads/sites/142/2024/09/DAEMON_2203315_Crystal_Epstein_7588A2-removebg-preview-1.png 202w, https://lineawealth.com/wp-content/uploads/sites/142/2024/09/DAEMON_2203315_Crystal_Epstein_7588A2-removebg-preview-1-150x150.png 150w" sizes="(max-width: 202px) 100vw, 202px" class="wp-image-763" />

Crystal Epstein

Chief Compliance and Risk Officer

<img decoding="async" width="202" height="202" src="https://lineawealth.com/wp-content/uploads/sites/142/2024/09/DAEMON_2203315_Karen_Cooke-Thomas_7503A-removebg-preview-1.png" alt="" title="" srcset="https://lineawealth.com/wp-content/uploads/sites/142/2024/09/DAEMON_2203315_Karen_Cooke-Thomas_7503A-removebg-preview-1.png 202w, https://lineawealth.com/wp-content/uploads/sites/142/2024/09/DAEMON_2203315_Karen_Cooke-Thomas_7503A-removebg-preview-1-150x150.png 150w" sizes="(max-width: 202px) 100vw, 202px" class="wp-image-764" />

Karen Cooke

Director of Operations & HR

<img decoding="async" width="202" height="202" src="https://lineawealth.com/wp-content/uploads/sites/142/2024/09/DAEMON_2203315_Laura_Stone_7241A2-removebg-preview-1.png" alt="" title="" srcset="https://lineawealth.com/wp-content/uploads/sites/142/2024/09/DAEMON_2203315_Laura_Stone_7241A2-removebg-preview-1.png 202w, https://lineawealth.com/wp-content/uploads/sites/142/2024/09/DAEMON_2203315_Laura_Stone_7241A2-removebg-preview-1-150x150.png 150w" sizes="(max-width: 202px) 100vw, 202px" class="wp-image-765" />

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.