
Melissa Sloan/Courtyard by Marriott Duluth Downtown
Sleep, play, work, and make yourself at home at Courtyard Atlanta Duluth Downtown. Steeped in history and Southern charm, their brand-new picturesque hotel is ideally located in the heart of the popular downtown Duluth area. Recently named as a “Top 10 City for Best American Values”, Duluth offers a small-town feel with big-city amenities located just outside of Atlanta. Step out on their terrace that overlooks Duluth Town Green and Duluth Festival Center to soak in the local culture. Walk to quaint cafes and restaurants and shop in one-of-a-kind boutiques all within minutes of Courtyard Atlanta Duluth Downtown. Gather and connect in The Bistro, your destination for a variety of cooked-to-order breakfast items, Starbucks coffee, and dinner and drinks served in a comfortable setting nightly. With 2,134 square feet of flexible meeting space and large windows overlooking the city, they offer the perfect venue for meetings and weddings under the Georgia sun.
Paulika Ran/COhatch Duluth
COhatch, a new kind of shared work, social, and family space built on community, offers members the services, activities, and amenities to live a fully integrated life that balances work, family, well-being, community, and giving back. Founded in 2016, COhatch was created through the collaboration of a group of friends who wanted to live out their ideal lives and improve their community (think Town Hall 2.0).
COhatch has 31 locations open or under construction nationwide in Columbus, Cincinnati, Cleveland, and Springfield, OH; Indianapolis, IN; Tampa Bay, FL; Pittsburgh, PA; and now in metro Atlanta, GA with its first location at COhatch Duluth.














Scott Phelan has over 20 years of financial advising and planning experience. As Executive Vice President/Wealth Management, Financial Advisor, his focus is helping build wealth for high net worth individuals and corporate clients. His core competencies include estate, retirement, insurance and income tax planning strategies. Scott has a long and distinguished career in the financial services industry having held leadership positions at Edward Jones, The Hartford, and New England Financial. Most recently, he was a Senior Vice President, Wealth Management, Financial Advisor/Senior Portfolio Management Director at Morgan Stanley. Scott began his career at the New England Financial Group where he developed and implemented employee 401(k) programs.
Kevin’s philosophy is simple; he worries about your finances so you don’t have to. As a Certified Financial PlannerTM (CFP®) Professional, Kevin helps clients develop and implement a comprehensive financial plan that is tailored to your needs. Kevin specializes in portfolio management, ensuring that each of his clients’ unique needs are being taken into account. Kevin has over 10 years of experience in the financial services industry and previously served as a consultant. He attended the University of Georgia where he earned his Bachelor of Science in Personal Financial Planning.







Kimberly Civins has worked with wealthy individuals, families, executors, and trustees for over 20 years. She uses her extensive experience to help clients accomplish their wealth structuring and transfer goals. Kim concentrates her practice in estate planning, estate administration, trusts, charitable giving, and business succession planning matters. She frequently advises clients on transfer tax issues, including federal estate, gift, and generation skipping transfer taxes, and IRS transfer tax audits. Additionally, Kim advises tax-exempt entities, public charities, and private foundations. She also works with trust companies and bank trust departments regarding trusts and estates matters and federal and state regulatory compliance. In collaboration with litigation colleagues, she also represents clients involved in estate and trust litigation and dispute resolution.














