Planning Today for Peace of Mind Tomorrow
Jeff Whitacre, a certified financial planner with 16 years of experience, is dedicated to helping our local community achieve financial security and peace of mind.
Tell us about yourself
I grew up in Southlake, Texas and graduated from Baylor University in 2004 with a degree in Marketing and Management. While at Baylor, I met my wife, Becca, and we have 3 beautiful daughters, Ellie Kate, Caroline, and Noelle, who attend Midway schools. The girls have enjoyed participating in many activities in the community, including Midway Little League softball and basketball, piano lessons, Real Theatre Company productions, and dance at Joy’s School of Dance. I have enjoyed helping coach their sports teams and also serving as a past Midway Youth Sports Association (MYSA) board member.
My wife, Becca, a partner with Beard Kultgen Brophy Bostwick & Dickson, PLLC has practiced law for nearly 19 years. She primarily focuses her practice on estate planning and estate and trust administration. Between the two of us, we make a pretty good team as we both care deeply for people, making sure families receive the care they need when faced with difficult and often unexpected situations. We are active members of Harris Creek Baptist Church and have served in a number of different ministries within the church. We love cheering on the Baylor Bears and enjoy supporting the community through the Forever Fund and the Waco Foundation.
What inspired you to start your own business?
In 2007, Becca and I became Northwestern Mutual policy owners, and I started as an advisor in 2010. While the idea of building my own financial practice was attractive to me, I really just wanted to impact people in a positive way. I believe in building lasting relationships with clients, taking the time to listen and understand each unique financial situation and offering solutions that are tailored to each personal circumstance.
What should people know about you and your business?
You don’t need millions of dollars to work with a financial advisor. Yes, we have clients that fit that description and we help them preserve, grow and distribute their wealth as tax-efficiently as possible, but we also engage with younger families that have decades to build their wealth before they get to retirement. These families are navigating costs of growing children, saving for education, paying down debts, saving for retirement, supporting their current lifestyle, and investing in family experiences. It can be both complex and overwhelming without a plan. We love helping people fit these pieces of the puzzle together. We consider all of these competing interests and create a written financial plan that is updated on an annual basis.
Backed by the strength of Northwestern Mutual, my team and I aim to serve our clients with a balanced approach to achieving their goal of financial security by bringing clarity and order to their financial lives. We implement tax-efficient strategies and navigate volatile markets to give our clients confidence to live their best lives today. I like to think of myself as a natural encourager, and I love to see people achieve their financial goals. I’m passionate about making sure each person feels listened to and cared for, and it is a true joy to serve this wonderful community.
What is on the horizon for your business?
Our door is always open to new clients who are looking to secure their financial future. We would love to help you get there!
Also, our firm is continuing to grow in Waco, and we are looking for sharp, driven individuals who want to build a rewarding, purpose-driven business centered on serving others well. If you or someone you know is looking for more than just a job and want to be part of something growing, impactful and rooted in service, we would love to connect.
Jeff Whitacre, CFP, CLU - Wealth Management Advisor
Northwestern Mutual
254-236-3240
900 Austin Ave. Suite 600
Waco, TX 76701
Facebook: https://www.facebook.com/JeffwhitacreNM