Zack Cockfield

Zack Cockfield

Financial Investments

678-662-7036

I love my kids, helping people make money, and helping people pursue the important things every day.

Member

Members I've Invited

Diane Campbell

Diane Campbell

Sponsorship

The CFO

The CFO

678-532-7372

400 Perimeter Center Terrace
Suite 50
Atlanta, GA 30346

I integrate our financial planning and investment management services with the tax advisory and preparation svcs of Killingsworth Spencer Llc.

Company

GateOpener Workshop 07/19/2021
7-Minute Presentation Workshop 05/17/2021
InfoMinute Seminar 03/15/2021
Orientation Essentials 03/15/2021
Orientation Essentials 03/02/2005

Development

North Fulton Team

Introduced by:

Angel Jones

Angel Jones

Joined on 11/11/2004

Team

My client Billy is a fantastic kid that had his life dramatically changed about 15 years ago. When Billy was about 20 years old, he was working hard to become a commercial driver (like his Dad was) but during training to to become a driver at a Trucking school, there was a tragic accident that happened in the equipment he was training on and Billy was left with a brain injury and almost no use of his legs. Billy was successful in receiving a significant legal settlement from the truck training company, but that is just part of the challenge families in Billy's situation face. Too often, accidents like these happen, the settlement is received but the family does not know how to manage it wisely, and the proceeds are gone in no time. Billy's father (who has since passed) was his guardian, made a point to take a different approach and seek out a team that could help Billy with all his personal affairs like his financial management, and being connected to a tax and legal team that could help with a myriad of issues that many financial advisors just can't handle like making sure there is a succession plan for the Guardian/Conservator and the advisors that take care of Billy. Billy used to be a kid, he is now in his mid 30s, but he is enjoying life and I think his Dad would be proud.

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