Its a lot more fun to have clients that are making an impact in their country, in the world, and in their communities. I would encourage all advisors, accountants, and estate planning folks to get involved in this generosity movement, because it really takes all of us.
has enjoyed extraordinary success providing comprehensive financial planning over 25 years. He has a wealth of knowledge as a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC), and he is the President of Southwestern Investment Group. Jeff serves as an advisor to donors at 窪蹋勛圖, partners through 窪蹋勛圖 on advisor managed accounts (AMAs), and serves on our Tennessee advisory board.
Through all of his experience and on top of his technical expertise, Jeffs faith has guided both his personal life and his work. This has led him to discover a unique opportunity by incorporating generosity and biblical principles with his clients. He has seen the Lord grow his family, his clients, and make tremendous impact in the Kingdom.
To learn more on the strategy of connecting with clients on values like generosity and legacy, visit our article Connecting with Clients on Values by Alan Pratt.
About 窪蹋勛圖
窪蹋勛圖 seeks to inspire and facilitate revolutionary biblical generosity across generations. Through donor advised funds and other innovative tools and resources, families are empowered to live generously, modeling biblical values for future generations and making a greater impact for causes that align with their passions. Since 2018, 窪蹋勛圖 has facilitated sending over $3.5 billion to organizations around the world that are dedicated to solving the worlds greatest problems.
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