Jeff Jeter Earns ChFC® Designation

Knoxville Advisor Jeff Jeter Earns ChFC® Designation

Heritage Investors Wants to Congratulate Jeff Jeter on Receiving His Chartered Financial Consultant® Designation!

Heritage Investors is proud to announce that its very own, Jeff Jeter has achieved Chartered Financial Consultant® status. The ChFC® designation means that Jeff has completed all nine requirements and passed multiple exams in the process. The designation is awarded by the American College of Financial Services in Bryn Mawr, Pennsylvania, and provides its recipients with training in very specific client planning services, such as divorcees and families with special needs.

This is yet another shining star in Jeff’s illustrious career. In addition to his latest achievement, Jeff has served his country as an AH-64 Apache Helicopter Pilot during Desert Storm, earned the CFP®, CEP®, FINRA 7, 65, and 66 licenses, and has even worked with the Tennessee Treasury Dept. to benefit families with special needs. Throughout his life, Jeff’s motivation has always been to serve others. This makes him a valuable and selfless asset to the Heritage Investors team.

With his newest designation, Jeff will continue to offer clients the highest standard of service with uncompromising ethics. In addition, Jeff’s clients are given personal attention and a level of detail that is unrivaled. Whether you’re a new client or an old friend, Jeff is going to treat you like family, prioritizing your goals. So the next time you’re in the office, stop by and join us in congratulating Jeff on becoming a Chartered Financial Consultant®.

Knoxville Business Advisor David Kent Earns CEPA

Knoxville Business Advisor David Kent Earns CEPA® Designation

Throughout his career, David Kent has displayed a keen understanding of business and the tactics used to maximize value. Since joining the Heritage team, he has embraced his role as Director of Business Planning and is truly passionate about helping small business owners succeed. With the understanding that even business owners must eventually retire, David has dedicated himself to mastering his craft and expanding his knowledge. As a result, David has recently earned the designation of Certified Exit Planning Advisor®, becoming one of 45 CEPA®s in Tennessee and only a handful in the Knoxville area. 

This latest designation means that David has completed the five-day MBA-style program presented by the Exit Planning Institute. To qualify, candidates must have at least five years of full-time experience working directly with business owners, an undergraduate degree, and be a member, in good standing, of the EPI. 

David will take what he’s learned from the CEPA® and combine it with his MBA with a major emphasis in Strategic Management to provide business owners with a holistic approach to increasing the intrinsic value of their businesses. The entire Heritage Business Advisors team is so honored and blessed to have David as a part of our team. The next time you’re near our West Knoxville office, stop by and congratulate David on his achievement.

Goodbread Investopedia Top 100

Justin Goodbread — 3 Time Winner of Investopedia’s Top 100 Advisor

Throughout his career, Justin has been driven by a passion for helping people achieve their financial goals through comprehensive planning and deep education. Unsatisfied by the status quo within the financial industry, Justin set out to destroy the complexities of money for small business owners. This simple approach has enabled him to reach millions of people around the world, educating them on complex financial ideas and strategies in terms that anyone can understand. As a result, Justin has caught the eye of many of the industry’s leading experts. They, too, have been impressed by Justin’s honest and engaging style. Read more

Justin Goodbread Named Exit Planning Institute’s Leader of the Year


Justin Goodbread Named Exit Planning Institute’s Leader of the Year


For the last six years, the Exit Planning Institute has honored advisors working to make a lasting impact in the area of exit planning. For his contributions toward advancement in the exit planning arena, Goodbread was one of nine CEPAs nominated for the EPI’s 2018 Excellence in Planning awards.

The Exit Planning Institute states:

“Justin leaned into his authenticity and entrepreneurial talent which has resulted in a dominant idea-sharing brand machine that educates millions of owners and advisors worldwide on exit planning, financial advising, and business strategy.”

The judging was extremely tight but in the end, Justin was ultimately recognized as the 2018 Leader of the Year because of his unrivaled impact on the local and global community. Congrats Justin!

Next Steps…

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

2019 Investopedia Top 100 advisor

CFP® Goodbread Named Investopedia Top 100 Advisor

“Life is complicated, but money doesn’t have to be.”
— Justin Goodbread

Over the years, Justin’s passion has been helping the Heritage Investors clients—and visitors to FinanciallySimple.com—with their business and personal finances. His ability to explain the complexity of finances in terms that anyone can understand has caught the eye of many in the investment world, namely the Investopedia financial portal. They too were impressed and named Justin an Investopedia Top 100 advisor for 2018 and 2019. Read more

Justin Goodbread wins Knox.biz 40 under 40 award

Justin Goodbread Awarded Knox.biz’s 40 Under 40

Justin Goodbread Awarded Knox.biz’s 40 Under 40

“Being a financial advisor and business owner myself, I’m able to show business owners how to grow their net worth.”
— Justin Goodbread

Each year Knoxville News Sentinel’s Knox.biz picks a group of exceptional leaders under the age of 40. These leaders are chosen for their commitment to passionately pursue making the great city of Knoxville even greater. We are thrilled to announce Justin Goodbread, CFP®, as one of those honorees and the only Financial Planner Knoxville News Sentinel awarded in this year’s 40 under 40 awards.

Justin Goodbread Awarded Knox.Biz's 40 Under 40Goodbread was honored by Knox.biz at the banquet this past Friday. Over the last 15 years, Justin has worked hard to educate business owners on how to start, grow, and sell their businesses. His entrepreneurial spirit has inspired and transformed business owners all across the city and country with his popular blog, podcast, and YouTube channel, Financially Simple™.

As a fee-only financial advisor planner in Knoxville, Justin is a wealth of knowledge when it comes to all things business-related. As a 15-year old entrepreneur, he started his first business and sold it several years later for a profit. Then again in 2009, he dove back into business ownership starting Heritage Investors. In 2010 he founded the Dental Management group, selling it for a profit just two years later.

We, here at Heritage Investors, want to congratulate Justin on a job well done. We might be biased but we think there is no one more deserving of the 40 under 40 award than Justin. His hard work, unparalleled leadership skills, and entrepreneurial spirit are well known by his team, and his many business and wealth management clients. We are excited that the Knox.biz team agrees.

Next Steps…

If you want to learn how Justin and the Heritage Investors team can help grow your personal wealth and business value, click to set up a short phone meeting.