Jillian Lane – Administrative Assistant and Client Services

Jillian Lane

Administrative Assistant and Client Services

The oldest of four children, Jillian has been in and around small businesses since she was a small child. Her father is the third generation to inherit her family’s forestry business. This is where she was first introduced to the inner workings of small businesses. Likewise, it’s where she found her passion. Working behind the scenes to help the family business has led Jillian to pursue a degree in Business Administration from Bob Jones University. 

When she wasn’t working in the office of her family’s company, Jillian spent time as an assistant coach in a CrossFit gym. She enjoyed pushing herself and fellow CrossFitters to be their best just as much as she loved learning the science behind it. Now that she’s relocated to Knoxville, Jillian spends her free time watching movies, trying new recipes, and meeting new friends.

Did you know:

Jillian plays the ukulele.

Next Steps…

Schedule some time to meet Jillian and the rest of the Heritage team.

What is a Fiduciary and Why is it so Important?

You’ve probably heard the term, “fiduciary,” tossed around a bit. But what is a fiduciary, and why is it beneficial to work with one? As part of our ongoing commitment to client education, we’ve decided to create this quick guide to answer some of the questions you might have about hiring a financial advisor with a fiduciary obligation. Read more

Zach Cooper – Intern ParaPlanner

Zach Cooper

Intern ParaPlanner

Zach Cooper is our Intern ParaPlanner. He serves clients by assisting in both the operations and financial planning departments. While pursuing a Bachelor of Arts in Finance at the University of Tennessee, Knoxville, Zach has dedicated his time to hands-on learning by being an integral piece in our client interaction.

Zach has shown an eagerness to grasp complex systems, create efficiency in them and continue to bring about kind accountability. He has shown initiative in investigating how his innate skills can translate across multiple departments.

An avid outdoorsman, Zach has attained the prestigious Eagle Scout status. He uses the valuable skills for discipline and problem-solving to bring the best experience to each and every individual.

Zach has proved to possess exceptional time management skills, and loyalty to see Heritage’s growth be in tandem with his own. He has continued to take on more responsibility in the organization and sees strategic growth as a part of his personal ambition.

When not at work, Zach loves to rock climb, fish, hike, or do anything that takes him on an adventure outdoors.

Did you know:

Zach climbed a 600-foot tall multi-pitch cliff in Oregon.

Next Steps…

Schedule some time to meet Zach and the rest of the Heritage team.

Donald Bateman MBA- Heritage Investors

Donald Bateman

Portfolio Manager/Investment Advisor Representative

  • FINRA Series 65 license
  • IAR – Investment Advisor Representative
  • BA in Japanese and Economics
  • MBA with a focus on Finance

Don Bateman, MBA, and Investment Advisor Representative; brings a keen eye for research and trend identification to our Investment Team. As our Investment Portfolio Manager, Don works diligently to ensure our clients are positioned appropriately for their individual goals, and educate our team as well as the clients we have the privilege to serve.

Beginning with a Bachelor of Arts in Economics and Japenese from Bucknell University and then a Masters in Business Administration from the University of Michigan, Don has been immersed in the financial world for the past thirty years. Don has also achieved the FINRA Series 65 License. This experience has allowed him to discern emotions in investors, and realign these with the facts of market trends.

During that time, Don has had a hand in multiple areas of finance including commercial banking, international equity sales, futures trading, financial advising, and portfolio management. Such a breadth of knowledge and experience is further bolstered by the major urban sprawls in which Don has built his career. Before joining the Heritage team, Don worked in New York, Boston, and San Francisco, and has citizenship in the United States, Canada, and the United Kingdom.

Don is passionate about social involvement and invests time in being a part of the community around him. Don is fluent in Japanese and uses his willingness to understand new cultures and people to provide individual attention to each Heritage client.

A world traveler, Don has citizenship status in the United States, Canada, and the United Kingdom, and studied in Kyoto, Japan. When he isn’t helping clients at Heritage, Don enjoys hockey, hiking, golf, and spending time with his family.

Did you know:

Don once took a 1,500 mile bike trek around Japan.

Next Steps…

If you are ready to meet with Don or another on Heritage’s Advisory team to discuss your financial future, schedule a meeting today!

Emily Goodbread

Emily Goodbread

Director of Client Care

Emily Goodbread, Director of Client Care and founding member of Heritage, is passionate about the family atmosphere our team tries to foster amongst each other and clients. Emily earned an Associate of Science in Office Administration and has served in Human Resources, Payroll, and multiple Executive Assistant roles.

Being raised in a Christian home has shaped Emily’s relationships, and is a driving force behind her love for people. Emily has a deep-seated passion for service that stems as much from her relationship with Christ as from her family’s dedication to serving in the United States Armed Forces.

Emily works to ensure each and every client feels important to the Heritage team with the coordination of gifts and added notes for big life events. Emily’s limited time with Heritage is centered around the special details that make the Heritage community so unique.

She met Justin through a dear friend in early 2002. They both dated long-distance for 9 months before they got engaged and married in December of 2002. God has blessed Emily and Justin with 3 children.  The whole family loves music and plays at least one instrument. Emily and her family are active members of NorthStar Church.

Emily loves all aspects of homesteading! She loves canning vegetables and fruit from her garden and making jelly and jam. She has recently started to learn how to make sourdough bread. She loves her small hobby farm filled with chickens, turkeys, guineas, ducks, goats, a rabbit, 3 dogs, and 2 cats.

Did you know:

Emily has over 8 breeds of chickens. She has a large incubator to hatch out the many eggs she receives over the spring, summer, and fall.

Next Steps…

Learn how Heritage Investors is a nationally-recognized firm that treats you like a neighbor.

April Damron – Public Relations Coordinator

April Damron

Public Relations Coordinator

April Damron, Public Relations Coordinator, is a synergetic team member who looks at the global goals of the organization, identifies a plan to accomplish them, and ignites excitement in her team to far exceed expectations.

April received a Bachelor of Science in Public Relations from the University of Tennessee, Knoxville, and is currently pursuing her Master of Business Administration in Project Management at King University. April’s experience in the financial industry taught her impeccable professionalism and an acute awareness of industry-specific regulations. With a natural ability to create order and clearly outline individual responsibilities for timely completion, April is an invaluable asset to the marketing department at Heritage.

She has shown a commitment to fostering an environment of personal and professional growth at Heritage. April is often anticipating the needs of individuals she meets and has a passion to fulfill them. April has been the lead for expanding Heritage’s impact on the next generation by investing in local university students through internships and mentoring. April’s initiative is to give students hands-on experience and align Heritage for strategic growth in all departments.

April has also worked to encourage greater involvement in the community to enrich the Heritage brand with local clients and the community. Utilizing her background in event management, April has pushed Heritage into a name shared among other professionals.

April enjoys staying active with anything that is outdoors (running, hiking, or biking). She also enjoys reading and spending time with family and friends.

Did you know:

April performed in the 2014 New Years Day parade in London, England.

Next Steps…

If you are wondering what makes Heritage Investors different, give April a call today.

Amy Ahrens – Heritage Investors

Amy Ahrens

Chief Financial Officer, Chief Operations Officer

  • CEPA® – Certified Exit Planning Advisor®
  • IAR – Investment Advisor Representative

Amy Ahrens, CEPA® and Investment Advisor Representative, is a tenacious leader who finds creative solutions to each opportunity presented. Amy received a natural education in operating a growing business, as she filled various roles in her family’s mechanical contracting company. Those lessons led her to successful stints in logistics, system creation, education, and sales.

Amy’s education highlights her intuitive thinking and unrelenting spirit. Amy earned a Bachelor of Science in History at Liberty University and went on to study in a graduate program at Lynchburg College achieving her teaching licensure requirements. She applied her talents for intricate system creation and operational efficiencies throughout her years as a high school teacher. As an Independent Sales Director in Mary Kay and later as an Area Manager/Event Coordinator for an Independent National Sales Director with Mary Kay, Amy’s passion for people came alive. Amy worked to mentor and instruct other driven individuals to understand the value of data-driven decision making, and establishing repeatable success. Amy’s driven desire to continue learning and growing led her to achieve the FINRA Series 65.

Amy provides extra care and wisdom when working directly with our clients. In business consulting, Amy provides value to our practice managers by sharing tools to implement in each of their offices. Amy continues to provide the needed accountability for the company’s continual growth. Amy’s expertise is vital in a multitude of areas at Heritage including client interaction, internal company growth, and Business consulting

Amy is married with three children. In her free time, Amy enjoys reading, hiking, baking, traveling, music and fitness.

Did you know:

Amy earned a new car working with Mary Kay?

Next Steps…

We can help you develop a strategy with the goal of helping you preserve the lifestyle you are accustomed to throughout retirement.

Jeff Jeter – Heritage Investors

Jeff Jeter CFP Knoxville

Jeff Jeter

Executive Director of Financial Planning

  • ChFC® – Chartered Financial Consultant®
  • CEPA® – Certified Exit Planning Advisor®
  • CEP® – Certified Estate Planner™
  • FINRA Series 7, 65, and 66 licenses
  • Tennessee Insurance Producers License – Life, Accident & Health, Variable Contracts, Legal
  • Investment Advisor Representative

Jeff Jeter, CFP®, ChFC®, CEPA®, CEP®, and Investment Advisor Representative, provides visionary direction as our Executive Director of Financial Planning. An Army helicopter pilot and combat veteran, Jeff learned invaluable skills of effective communication and disciplined dependability.

During his years of service, Jeff earned a Bachelor of Science in Aeronautics from Embry-Riddle. Later, Jeff earned a Bachelor of Science in Chemistry from Armstrong State University. After a successful career in pharmaceutical and industrial equipment sales, Jeff entered the financial services in 2014. Jeff passed licensing exams including the FINRA Series 7, 66 & 65, and Insurance Producers Licenses in Life, Accident & Health, Variable Contracts, and Legal in dozens of states. Jeff was instrumental in assisting the State of Tennessee Treasury Department in launching the ABLE-TN program.

Jeff used his natural love for people to excel as an independent insurance agent. During his time there, Jeff became quite adept in personal risk analysis and protection planning, skills that are now utilized in personal financial consultations as well as business consulting. This led Jeff to further his education to include comprehensive personal planning, retirement, estate planning, and business exit planning.

At Heritage, Jeff is one of the first members prospective clients meet, and he ensures each conversation is infused with hope and security. Jeff leads others in sales and financial planning to innovate the way we problem-solve for clients and prospects alike.

At home, Jeff and his wife Jen have two girls in elementary school – one, a young equestrian and the other, a budding piano virtuoso. The Jeter family loves cheering for the University of Tennessee’s various athletics programs and are active members of their church: Fairview United Methodist where Jeff teaches 2nd & 3rd grade Sunday School and serves on the finance committee.

Did you know:

Jeff served as a fighter pilot in an AH-64 Apache Helicopter.

Next Steps…

Jeff and our highly qualified CFPs and CEPAs will help you develop long-term financial strategies with the goal of helping you preserve the lifestyle you are accustomed to… before and throughout retirement.

David Kent CEPA at Heritage Business Advisors, Knoxville TN

David Kent – Heritage Business Advisors, Knoxville TN

David Kent CEPA at Heritage Business Advisors, Knoxville TN

David Kent

Executive Director of Business Planning

  • BS with a major emphasis in Management
  • MBA with a major emphasis in Strategic Management
  • CEPA® – Certified Exit Planning Advisor®

David Kent, MBA, CEPA®, is essential to the grounding of Heritage. As our logo of a strong oak tree and name suggest- the Heritage team provides stability and strength to each client. David Kent proves to be a steading, anchor to both the internal team and clients. David works as our Executive Director of Business Planning, consulting with business owners and practice managers to listen with a discerning ear, provide tools, and brainstorm problem-solving tactics.

David obtained a Bachelor of Science in Management from Oklahoma State University before serving years in various management roles with JC Penney Company, Inc. and the University of Tennessee, Knoxville. David then moved on to earn a Master of Business Administration from the University of Tennessee, Knoxville. This focused training allowed David to launch a private consulting firm, working specifically with key decision-makers associated with Universities across the country.

David is passionate about helping others succeed by offering saged tactics for individuals and organizations. David lives out his ability to connect deeply with others by serving on several Boards of Directors and working with family-owned businesses as a facilitator of two Life Groups for the Legacy Center.

Did you know:

David begins almost every day by swimming one mile?

Next Steps…

If you are ready to meet with David or another member of the Heritage advisory team to discuss your business’s financial future, schedule a meeting today!

John Goethert – Heritage Investors

John Goethert

Content Manager

  • Hubspot Email Marketing Certification
  • Inbound Marketing Certification
  • Hubspot Inbound Marketing Certification

John Goethert, Content Manager, brings precise analytical evaluation in project determination and execution. John has an eye for visual appeal and brings his natural ability to create repeatable processes to ensure Heritage’s growth momentum is sustained.

Using his Bachelor of Fine Art in Graphic Design from the University of Tennessee, John has more than 30 years of valuable experience in branding and corporate identity creating visually striking images. His past experience includes time as a Graphic Designer for Knoxville ad agencies, and as the Art Director for niche magazines sold across the country.

Likewise, John brings years of experience in inbound marketing, e-commerce, and email strategy to his role with Heritage. His work ethic and attention to detail have been crucial to the growth and development of Heritage. John is always evaluating if the strategies employed in digital, branding, and traditional marketing are in alignment with time management and team strengths.

John is passionate about precision and excellence in continuity for Heritage. He continues to align the marketing department for new opportunities through the continual refinement of efficient processes and compliance.

A loving husband and father of two teens, John loves outdoor activities like photography, kayaking, and soaking up the sun in his Miata. When the weather doesn’t favor outdoor activity, John enjoys “hunting and pecking” on the guitar. Apart from being an active member of NorthStar church, John spends his weekends restoring bicycles for the neighborhood kids and for charity.

Did you know:

John was a navigator for a Class 3 racing team in the 2007 Baja 1000?

Next Steps…

If you are ready to work with Heritage Investors, contact us today to schedule a meeting.