ENDORSMENTS
Testimonials
Dave Harper (1:51)
David Harper of Legacy Advisory Partners discusses a transformative shift in financial planning, moving beyond technical strategies to a deeply personal approach. He highlights how focusing on foundational values and relationships, inspired by his mentor Tom, leads to more effective and holistic client engagement. This method prioritizes well-being and trust, ultimately enhancing financial outcomes by addressing core human needs.
Michael King (1:38)
Michael King shares his 25-year friendship and mentorship with Tom Conway, highlighting their unique partnership in wealth management and generosity. King, a technical expert, collaborates with Conway, who brings a pastoral counseling approach, to guide families in stewarding their resources. Their combined efforts aim to help families thrive by uncovering heartfelt desires and fostering generosity.
John Warnick (1:28)
Meeting Tom Conway over a decade ago reveals his genuine nature and wisdom. Traveling to Atlanta allows for valuable learning from Tom, who excels in working with families. The experience is enhanced by the presence of remarkable individuals, creating a unique opportunity to gain insights and build connections with other professionals.
Brandon Christy (3:42)
“Tom doesn’t just teach legacy planning—he lives it. He’s willing to invest his time, mentor advisors, and even sit with their clients to make sure families receive the clarity and care they need.”
Sheldon Nordhues (0:46)
You can learn from decades of experience and wisdom. There's so much here that you'll be able to apply and have a significant impact in your clients' lives.
Jim Underwood (1:22)
“Tom is exceptional on the relational side. He knows how to ask the right questions and really draw out what matters most to families—their values, their faith, and their legacy. When he walks clients through Legacy by Design, he truly lives it.”