I own Heritage Investors, a wealth management company located in Knoxville, TN. After several years of working in a large wealth management firm, my business partner and I ventured out on our own in 2009. We’ve had an incredible journey, even being published in several national magazines. Our boutique, planning firm snagged a full-page article in a feature by Forbes magazine.
As a CERTIFIED FINANCIAL PLANNER™ or what I prefer to call a Wealth Manager. I spend most of my time working with business owners. Not only am I a business owner, but I’ve also owned and operated several businesses since the age of 15. Over the past 20+ years, I started and sold three companies for a profit. I also purchased companies with many successes and many failures. It has been a remarkable journey.
That’s why I love working with business owners. I know what it’s like to have employees depending on you to process payroll. Owning a business is about monitoring increasing competition, market volatility, legal changes, and other ‘business’ setbacks. With 20 years of experience, there probably isn’t a business activity in which I haven’t experienced or at the very least had a client who experienced it.
Heritage Investor, LLC is an independent firm with securities offered through Summit Brokerage Services, Inc., Member FINRA/SIPC. Advisory services offered through Summit Financial Group Inc., a Registered Investment Advisor. The Representative associated with this site is registered to conduct business in the following states: AL, FL, GA, KY, MI, NC, NV, OK, OR, TN, TX, VA, WV
This material is for general information only and is not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. Third party posts found on this profile do not reflect the views of Summit Brokerage and have not been reviewed by Summit Brokerage as to its accuracy or completeness.