Katie McGrath provides planning, advice and portfolio consulting. A CERTIFIED FINANCIAL PLANNER™ professional, she has earned the Series 7 and Series 66 security licenses as well as Health, Life, Long-Term Care, Variable Life and Variable Annuity insurance licenses. Dedicated to professional proficiency, Katie i...

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As the parent of a young adult on the autism spectrum, Jim has developed a dedicated focus on special needs planning for families with a loved one with a disability. “You can't draft documents, especially in estate planning, unless you fully understand the financial plan. The legal documents really have to f...

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Heather D. Nadler is one of just seven attorneys in the State of Georgia to be Certified as an Elder Law Attorney by the National Elder Law Foundation, as accredited by the American Bar Association.  Her practice is concentrated in the areas of Special Needs Law, Elder Law, and Estate Planning.  Prior to esta...

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Patricia Fortune Ammari is the founder of The Ammari Firm, LLC.  Having been a caregiver herself, she understands the challenges that the aging process can pose to families, and she endeavors to provide quality legal service while treating each of her clients as she would want her own family members to be tre...

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