At Southern Heritage, we care deeply about our clients and desire to put their needs at the forefront of all we do. As a team with decades of industry experience, we understand that individuals face unique challenges as they prepare for retirement. We hope to help take the mystery out of preparing for retirement, college savings, or estate strategy with personalized services that focus on your needs, wants, financial goals, and objectives.
More than numbers and spreadsheets, we are fellow Tennesseans with our own hopes, aspirations, and families. We understand the importance of creating a client experience that reflects the way we would want to be treated.
Client Relations Coordinator
Faith, the newest member of the Southern Heritage team, is a native of Tullahoma. A leader among leaders, Faith was a highly honored graduate of Tullahoma High School. Immediately upon graduation, Faith began working towards a degree...
Founder, Financial Advisor & District Manager
As founder and owner of Southern Heritage Investments, Jeff brings over 20 years of investing experience. Jeff began his investing career at Edward Jones in 1999, and continued his education to earn the CERTIFIED FINANCIAL...
A graduate of Cleveland Tennessee's Lee University, Julia has a heart for connecting with people. She earned a bachelors degree in Discipleship Ministry before going to work full-time for a well-known non-profit ministry, Young Life....