Jeff Rogers

Jeff Rogers is the Co-Founder & Chief Stewardship Officer at OneAscent, a position he has held since January 2017.1 In this role, he provides leadership in the areas of Legacy Coaching, Advanced Planning, and Institutional Wealth Management.1

Professional Background

Jeff Rogers has an extensive career spanning over 40 years in financial services and wealth management:

• Founder & Chairman of Stewardship Legacy Coaching, LLC (since April 2004)1
• Founder & Chairman of Stewardship Advisory Group, LLC (since March 1983)1

Expertise

Jeff is known for his expertise in:

• Advanced Charitable Estate Planning
• Biblically Responsible Investing
• Comprehensive Wealth Management (CWM)
• Zero Estate Tax Planning
• Multi-Generational Heir Preparation
• Asset Protection
• Strategic & Tactical Tax Planning
• Charitable Giving strategies

Qualifications and Recognition

• He has over 30 years of experience in Advanced Charitable Estate Planning1
• Received the Foundation Award for Leadership in Charitable Giving from Kingdom Advisors in February 20091
• By December 2013, he had helped raise over $800 Million in "Kingdom Capital" for Christian Ministries and Churches1

Educational Background

• Studied at Word of Life Bible Institute (1980-1981)1
• Attended The American College for Financial Planning and Services (1984-1986)1
• Certified LifeStewardship Advisor from LifeStewardship Institute (2007-2009)1

Jeff Rogers is an Investment Advisor Representative offering Financial Planning and Investment Advisory Services through Stewardship Advisory Group, LLC, which is an SEC Registered Investment Advisor.1