Jim DeTar CFP®
- CFP® - CERTIFIED FINANCIAL PLANNER™
- MBA - Masters in Business Administration
- Investment Advisor Representative
Jim DeTar, CFP® has been with Heritage Investors since 2009. His primary role there is that of a registered assistant. When you call the office you will more than likely speak with Jim.
Jim holds a Bachelor’s Degree in Chemical Engineering from Iowa State University and an MBA from Drake University. He entered the financial services industry in 2002 and later became an equity partner in a Knoxville based planning firm in 2004. Jim’s previous employment includes holding management positions for Cargill, Inc. and other processing plants in Iowa, Minnesota, and Tennessee.
Jim is a member of Concord United Methodist church where he loves singing in the choir. He and his wife, Joan, have recently celebrated their 30th anniversary. Jim loves to run and has committed to completing Ironmans and triathlons.
If you are ready to discuss your future financial freedom, schedule a meeting with Jim today.