Who We Are

Relationships that endure the test of time share a common thread – they’re built on confidence, mutual respect, shared values, common goals, and good communication. We desire to develop a long-term, trusting relationship with you, ultimately empowering you to travel the roads of opportunity that will benefit you and your loved ones most.

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 the Linea Private Wealth Management 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

Linea Founding Partner, Howard Katz, can often be heard saying, “If you ask the right questions, the road rises to meet you.” Howard is innately focused on determining his client’s objectives and concerns and is deeply committed to fostering family harmony in every aspect of the wealth management process.

Justin A. Davidson, AWMA®


Justin Davidson is a co-founder of Linea Private Wealth Management with over two decades of experience helping individuals, families and business owners develop personalized strategies to pursue their long-term financial and retirement goals. His primary focus is overseeing and managing the firm’s Investment Processes and Platforms.

Pete Coleman, Jr. AIF®

Financial Advisor

Pete understands firsthand how necessary a personalized investment strategy can be to your success. After being an investment advisor with Edward Jones for several years, Pete decided to join Linea Private Wealth Management because he wants to share his knowledge and experience to help other investors work towards their financial goals.

Anne Jacobs, FPQPTM

Director of Client Relations

Anne’s 30 years of experience in financial services combined with her huge heart and superlative communications skills make her the perfect ambassador for Linea’s clients. Anne began working with Howard Katz and Justin Davidson when she moved to Georgia with her family in 2007 and now serves as the firm’s Director of Client Relations. Anne is keenly focused on ensuring a smooth, efficient, and enjoyable experience for everyone at Linea Private Wealth Management.

Angie O. Noel

Insurance Coordinator

Angie brings over two decades of focused experience in life insurance underwriting to Linea Private Wealth Management, helping to ensure a smooth and efficient experience for clients in this critical planning area. Led by Linea’s advisors, she seeks to balance clients’ coverage needs with their budget goals.


Greg Cobb

Client Services Associate

As a customer service professional of fourteen years, Greg delivers an exceptional client experience and provides top-tier client care. With his passion for people and heart for hospitality, creating a positive client interaction is always top of mind. Greg is always eager to serve as a resource for the Linea Private Wealth Management team, excelling in providing a concierge-like level of service to every client.

Outside the office, Greg enjoys traveling with his wife Ellen, and his 2-year-old son, Leo. When he’s not playing the guitar or running the scales on his trumpet, he spends time at the local park with his Golden Doodle Jules.

Strategic Partners – Integrated Financial Group

Our strategic partners at Integrated Financial Group (IFG) include a team of diverse professionals who support us with their expertise and perspective.

Don Patrick

Founder & Chief Strategy Officer

Land Bridgers


Heather Hawthorne

Director of Marketing

Crystal Epstein

Chief Compliance and Risk Officer

Karen Cooke

Director of Operations & HR

Laura Stone

Assistant Director of Operations & Director of IFG Annual Retreat

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.