Jeff Whitacre
Wealth Management Advisor|CFP®
Clarity, Confidence, and Stewardship
About Me
I grew up in Southlake, Texas, attending a small, private high school where I played almost every sport, with my favorite being six-man football. I graduated from Baylor University with B.B.A. in Marketing and Management in 2004, where I met and married my college sweetheart, Becca. We have three beautiful daughters, Ellie Kate, Caroline, and Noelle, and we are happily settled in McGregor, Texas.
I really enjoy intentional time with my family and friends. I value meaningful and purposeful conversation. I strive to be a good steward of my gifts and resources, and I encourage my clients to do the same. I love to travel, especially to new destinations. I still enjoy playing sports (mostly football, golf, and tennis these days). Becca and I are active members of Harris Creek Baptist Church. We are avid Baylor Bear fans and enjoy supporting our alma mater.
Professional
I became a Northwestern Mutual policy-owner in 2007 and came on board as an advisor in 2009. While the idea of building my own financial practice was attractive to me, I really just wanted to impact people and build long-lasting relationships.
As a Wealth Management Advisor I am able to engage clients in Fee-Based Planning to create a comprehensive financial strategy or engage in a solutions-based approach for a singular area of need. Either way, the focus is always on clarity, confidence, and stewardship.
Clarity around your financial vision and the steps to bring it into reality.
Confidence in the strategy so you can experience peace of mind while on the journey.
Stewardship so you can handle your assets wisely and know the joy of living this life to the fullest while blessing the people you care most about.
One of the ways I serve my clients is through growing my knowledge base through continuing education. I am a CERTIFIED FINANCIAL PLANNER™ professional since 2014 along with the Chartered Life Underwriter designation (CLU®).
Areas of expertise
Financial Planning
Wealth Management
Tax-Efficient Strategies
Insurance Protection Strategies
Retirement Planning & Income Strategies
Life Insurance Strategies
Disability Planning
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
