Who We Are

Pete Coleman, Jr. AIF^®

Financial Advisor

Pete is a family man of two teenage boys, and a lifelong believer in building wealth the real way: with patience, planning, and a clear path forward. After years of navigating the financial ups, downs, and surprises of family life, Pete knows firsthand that true financial security isn’t just about investment returns. It’s about creating a life that works at every stage.

Growing up around the industry, with a father who made financial conversations part of everyday life, Pete learned early that smart money management is about stewardship, not speculation.

Pete began his professional career as an investment advisor with Edward Jones, helping families and business owners’ chart confident paths toward their goals. Seeking to deliver even more personalized, high-level service, he joined Linea Private Wealth Management, where he now helps families, professionals, and entrepreneurs design smarter financial strategies that grow freedom, not just dollars.

His approach is simple: Stewardship, Stability, and Straight Talk. No hype. No jargon. Just real-world experience guiding real-world goals. Pete is a graduate of Virginia Tech and has lived in East Cobb for over a decade. He and his wife of 19 years, Kim, stay busy raising their two sons and are actively involved in the local baseball community and broader Marietta/Roswell activities.