Jim De Tar - CFO
- CFP® - CERTIFIED FINANCIAL PLANNER™ practitioner
- MBA - Masters in Business Administration
- Investment Advisor Representative
Jim’s affable personality and aptitude for many things financial make him a valuable asset to clients' financial situations. He is equally adept at making you laugh as he is at providing sound financial advice.
Jim received a Bachelor’s Degree in Chemical Engineering from Iowa State University and an MBA from Drake University. Jim spent the early part of his career holding management positions for Cargill, Inc. and other processing plants in Iowa, Minnesota, and Tennessee. However, Jim realized his true passion was in helping others reach their financial goals and transitioned into the financial services industry in 2002. Two years later, he became an equity partner in a Knoxville-based planning firm before eventually joining Heritage Investors as a CERTIFIED FINANCIAL PLANNER™ and Investment Advisor Representative in 2009. Now, Jim offers his talents to the clientele of Heritage Business Advisors.
Jim and his wife, Joan, have enjoyed more than thirty years of marriage and they take pride in their daughter and son. Jim is an active member of Concord United Methodist Church, in Knoxville, where he loves to sing in the choir and minister to others. For personal health and wellness, Jim enjoys traveling the world, boating throughout East Tennessee, and competing in Ironman competitions and triathlons.
Did you know:
Jim has successfully completed two full Ironman 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.