Southwest Initiative Foundation works with many professionals throughout the region to meet donor needs and wishes.
The following advisors from the fields of accounting, financial planning, insurance, investments, law and trust management have helped one or more of their clients plan estate gifts to the SWIF General Endowment and family of funds.
It is with deep gratitude that we thank these professionals for partnering with SWIF to create giving solutions for their clients.
- Patrick Costello, Attorney
Costello, Carlson & Butzon, LLP in Lakefield
- Lawrence Frank, Attorney
Estebo, Frank Gilk & Munshower Ltd. in Redwood Falls
- Daniel Honsey, Attorney
Kraft Walser Law Office in Hutchinson
- Larry Jensen, Attorney
Thomton, Sperry, Jensen & Keithahn in Litchfield
- Robert Saunders, CPA, CFP
Saunders Mertens Schmitz, PA in Bird Island
- Bradley Schmidt, Attorney
Johnson, Moody, Schmidt & Kleinhuizen in Willmar
- Richard G. Stulz, Attorney
Swenson, Nelson & Stulz PLLC in Madison & Dawson
- Ron Wicklace, Financial Planner
Diversified Financial Group in Canby