Rodney Zeeb,

J.D.

The Heritage Institute

Rod Zeeb, co-founder and chief executive officer, The Heritage Institute, and co-developer of The Heritage Process™, has more than 20 years of experience in estate planning, charitable planning, and heritage design. Mr. Zeeb collaborates extensively with GenUs LLC to provide training in the seamless integration of financial planning, estate planning, and Heritage Design™ for clients, as well as provides training/coaching to professional advisors resulting in the profitable mindset of successful advisors and the alignment of excelling at what they enjoy.