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.
A graduate of the University of Pennsylvania, Debi has worked in Banking and Real Estate Law for most of her career. As a seasoned member of the Southern Heritage team, Debi brings a wealth of knowledge and experience while also...
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...
Client Relations Coordinator
The newest member of the Southern Heritage team, Sydney was born and raised in Manchester, Tennessee and has called Murfreesboro home for the past four years. A lover of God and family, Sydney is married to her middle school sweetheart...