NAPFA Spring 2023 National Conference



A comprehensive wealth strategy includes insurance solutions, but most fee only advisors aren't able to keep up with all the insurance strategies available. At AdvisorServe we work with you to offer solutions that fit your plans, so you can objectively meet your clients' goals.

Heifer Foundation

Founded in 1991 by Heifer International’s Board of Directors, Heifer Foundation’s mission is to raise and oversee financial assets to support the work of Heifer International. Heifer Foundation has been Heifer International’s global partner for more than 25 years, managing an endowment to provide ongoing financial support for Heifer’s work. The Foundation’s endowment is built through charitable gifts such as cash, property and stock, as well as funds from bequests, trusts and annuities.

Live Oak Bank

Live Oak Bank’s team is experienced and can confidently guide you through the lending process. Together, we’ll create a unique financing plan to help you and your business thrive. Whether it’s buying a practice, helping your generation 2 advisors to buy in, lines of credit or owning your building, With Live Oak Bank, you get a partner who believes in your success, and is willing to take the journey alongside you. We provide small business loans tailored to your goals. Contact John Turner to learn more.