Heritage Investors Would Like to Congratulate Jeff Jeter for Earning His Certified Exit Planning Advisor Designation!
Heritage Investors always enjoys celebrating the personal and professional accomplishments of its team. As such, it is our honor and privilege to celebrate the recent CEPA® designation of our very own, Jeff Jeter. With his designation, Jeff adds to an already impressive list of credentials. Jeff will continue to serve our clients by helping them to reach their personal financial goals. But he is now able to help our business-owning clients to prepare for one of the biggest transitions of their lives… the eventual exit from their businesses. Read more