Team

Justin Goodbread, CFP® is an entrepreneur and a family man as well as an outstanding financial planner. He started his first business at 16; a landscaping business that grew into a partnership. In 2009 Justin founded Heritage Investors...

Jim DeTar, CFP®, has been with Heritage Investors since 2009. His primary role there is that of registered assistant. When you call the office you will more than likely speak with Jim. Jim holds a Bachelor’s degree in chemical...

Julie Fitch joined Heritage Investors in early 2016 as an Executive Assistant for Justin and Jim. Julie holds a bachelor's degree in English and a master's degree in Secondary Education. She has held many positions ranging from Office...