Jim DeTar CFP®
- CFP® - CERTIFIED FINANCIAL PLANNER™ practitioner
- MBA - Masters in Business Administration
- Investment Advisor Representative
When you call the office, you will more than likely speak with Jim! His gregarious personality and aptitude for all things financial make him a valuable asset to your financial situation.
Jim holds a Bachelor’s Degree in Chemical Engineering from Iowa State University and an MBA from Drake University. After years of holding management positions for Cargill, Inc. and other processing plants in Iowa, Minnesota, and Tennessee, Jim entered the financial services industry in 2002. In 2004, he became an equity partner in a Knoxville-based planning firm, eventually transitioning to Heritage Investors as a CERTIFIED FINANCIAL PLANNER™ professional and Investment Advisor Representative in 2009.
Jim and his wife, Joan recently celebrated their 30th anniversary, and they take pride in their daughter and son. Jim is a member of Concord United Methodist church here in Knoxville where he loves to sing in the choir and minister to others. For personal health and wellness, Jim enjoys boating throughout East Tennessee and competing in Ironman competitions and triathlons.
If you are ready to discuss plans that drive toward your future financial freedom, then contact Jim or another member of the Heritage Investors' team today.