Our financial advisors in Knoxville, TN have made a personal commitment to help clients solve their toughest financial challenges and realize their greatest ambitions. Our goal is the same as yours: To help guide you to a place of financial clarity and confidence, so that you can focus on the things that really matter. We are honored to serve Tennessee and deliver investment management, financial planning, retirement income planning, and tax planning services to local families and business owners.
Born into her family’s mechanical contracting company, Amy learned about running a business from a young age. Those lessons led her to successful stints in logistics, systems creation, education, and sales. Prior to joining WealthSource, Amy was the Chief Financial Officer and Chief Operations Officer of Heritage Investors, LLC. Before that, Amy served as an Independent Beauty Consultant for Mary Kay, Inc. and later as the National Area Manager, Executive Assistant and Event Coordinator for Lynnea Tate, an Independent National Sales Director of Mary Kay, Inc. In everything she does, Amy strives to create systems, improve processes, and empower people to become the best version of themselves.
Amy holds a Bachelor of Arts degree in History from Liberty University.
Amy is married with three children. In her free time, she enjoys reading, hiking, baking, traveling, music, and fitness.
Private Wealth Advisor | Business AdvisorCEPA
Prior to joining WealthSource, April served as the Public Relations Coordinator for Heritage Investors, LLC and as a Marketing Manager at Ameriprise Financial Services, LLC. With a natural drive to create order out of chaos, April is committed to anticipating the needs of the team and seeing projects through to completion.
April holds a Bachelor of Science degree in Communication with a major in Public Relations from the University of Tennessee, Knoxville.
In her free time, April enjoys staying active with anything that is outdoors (running, hiking, or biking). She also enjoys reading and spending time with family and friends.
Donald started his career in financial services in 1999. Prior to joining WealthSource, since July of 2021, Donald served as an Investment Portfolio Manager of Heritage Advisors, LLC where he assisted business owners and their families with investment decisions. During his career, Donald has had exposure to multiple areas of finance, including commercial banking, international equity sales, futures trading, financial advising, and portfolio management.
Donald holds a Bachelor of Arts degree with a double major in Economics and Japanese from Bucknell University and a Master of Business Administration degree from the University of Michigan-Ann Arbor. He is passionate about social involvement and believes in investing time in the community around him.
A world traveler and an explorer of different cultures, Donald enjoys hockey, hiking, golf, and spending time with his family.
Private Wealth Advisor
Jeff started his career in financial services in 2015. Prior to joining WealthSource, Jeff served as the Executive Director of Financial Planning at Heritage Investors, LLC with a focus on helping business owners with exit planning, retirement planning, estate planning, and comprehensive personal planning. In his earlier career, Jeff served as an Army helicopter pilot and a combat veteran, as well as a Sales Manager in pharmaceutical and industrial equipment sales.
Jeff holds a Bachelor of Science degree in Professional Aeronautics from Embry-Riddle Aeronautical University, as well as Bachelor of Science degree in Chemistry from Armstrong Atlantic State University.
Jeff and his wife, Jen, have two daughters. The Jeter family loves cheering for the University of Tennessee’s various athletics programs and are active members of their church, Fairview United Methodist.
The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Private Wealth Advisor | Business AdvisorCFP®, ChFC®, CEPA, CEP®
The oldest of four children, Jillian has been in and around small businesses since she was a small child. Her father is the third generation to inherit her family’s forestry business. This is where she was first introduced to the inner workings of a small business. Likewise, it’s where she found her passion.
Jillian spends her free time watching movies, trying new recipes, and meeting new friends. Prior to moving to Knoxville, Jillian spent her free time as an assistant coach in a CrossFit gym. She enjoyed pushing herself and fellow CrossFitters to be their best just as much as she loved learning the science behind it.
John believes that marketing should go beyond impacting any company’s bottom line — all the way to improving the lives and well-being of everyone touched by that company. With experience that includes time as a Graphic Designer for Knoxville ad agencies, as well as Art Director for niche magazines sold across the country, John brings years of experience in inbound marketing, e-commerce, and email strategy.
A loving husband and father of two teens, John loves outdoor activities like photography, kayaking, and soaking up the sun in his Miata. When the weather doesn’t favor outdoor activity, John enjoys “hunting and pecking” on the guitar. Apart from being an active member of NorthStar church, John spends his weekends restoring bicycles for the neighborhood kids and charity.
SEO & Content Marketing Specialist
Justin Goodbread is an ambitious entrepreneur and a financial planner who makes God and family his priorities. Justin started his entrepreneurial journey at 15 years old and has started and sold multiple businesses.
Justin founded Heritage Investors in 2009 to help individuals, business owners, and retirees attain their financial goals. Justin also founded Heritage Business Advisors in 2019 to help business owners of all types realize their full potential. In 2022, Heritage Investors and Heritage Business Advisors were acquired by WealthSource and its affiliates.
Besides being a CERTIFIED FINANCIAL PLANNER™ professional, Justin holds an Associate’s degree from Abraham Baldwin Agricultural College in Environmental Horticulture Technology and a Bachelor’s Degree in Management from the University of Phoenix. In addition, he has earned the Certified Exit Planning Advisor credential and the Certified Value Growth Advisor certification.
When he is not working with clients or farming his own land, Justin goes on adventures with his wife, two sons, and daughter. He and his family enjoy exploring national historical sites, working on his farm, playing the piano and saxophone, eating pizza, and being active with the family’s church life.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Forbes Finance Council
To be eligible for membership in the Forbes Finance Council, individuals must be a senior-level executive of a financial services company and the company must generate a minimum of $1,000,000 in revenue or have a minimum of $1,000,000 in financing or the individual must have three years of experience as a publicly recognized business, leadership, career or executive coach. Individuals selected by Forbes’ internal membership-selection committee must pay an annual membership fee in order to secure their placement on the council.
Exit Planning Institute Leader of the Year – 2018
The Exit Planning Institute's Leader of the Year is awarded to a nominee who is a CEPA credential holder who has made a significant impact or contribution to the exit planning profession or overall community through innovation and influence and is viewed by the Exit Planning Institute as a thought leader, risk taker and specialist while showing characteristics of collaboration.
Investopedia’s Top 100 Financial Advisors — 2018-2021
Advisors who wished to be ranked in Investopedia’s Top 100 Financial Advisors list either self-submitted answers to questions compiled by Investopedia or were nominated by peers. Rankings were determined based on number of followers and engagement on social media, primary contribution to professional industry websites and their focus on financial literacy. Neither performance nor client experience, however, were considered. No compensation was paid by WealthSource Partners, LLC or Justin Goodbread to secure placement on Investopedia’s Top 100 Financial Advisors List.
Knox.biz’s 40 Under 40 Class of 2018
To be eligible for inclusion on Knox.biz magazine's annual 40 under 40 list, the individual must be nominated via an online survey, which requires the nominator to provide information about the nominee's professional and philanthropic achievements. Nominees must be 39 years of age or younger on December 31st of the year of nomination. Inclusion on this list is determined by Knox.biz based on survey responses received.
Chief Strategy OfficerCFP®, CEPA, CVGA
Supported by our national team of financial, investment, research, and technology professionals all dedicated to our clients’ success.
FInancial Planning AssociateCFA
David has a passion for helping to improve peoples’ financial lives and advising clients on their financial futures.
Prior to joining WealthSource, David was a Workplace Planning Consultant with Fidelity Investments. He worked with 401(k) participants and helped hundreds of clients define their key retirement goals and explore appropriate strategies to reach them. His focus was primarily on savings, income, and cash flow management in the years leading up to retirement.
Previously, David was a Financial Advisor with Bank of the West, with clients throughout Northern Colorado. He specialized primarily in income planning through strategies involving investing and annuity solutions to help generate steady retirement income.
David graduated from Colorado State University, earning a degree in Business Administration with a concentration in Finance. He is a Chartered Financial Analyst® (CFA®) Charterholder and member of CFA® Society Colorado. Outside of the office, David enjoys playing golf and following Denver sports. He lives in Parker, CO with his wife and their two dogs.
The WealthSource advisor team in Knoxville is dedicated to helping you rise to the challenges and opportunities you face, today and tomorrow.
We offer customized financial solutions that combine objective advice, deep research, and an execution system that can reduce your expenses and taxes.
Our team of planners will evaluate your financial situation and help guide you to a place of clarity, confidence, and action.
Turn the money you have saved into a lifestyle you want. Our team can help you navigate around inflation, taxes, market fluctuations, and other obstacles that stand in the way of the retirement you deserve.
Our Estate Planning strategies are designed to help you minimize the tax burden and protect your wealth for future generations. We work with your attorney to implement your estate plan from start to finish.
Our team can help you make sense of the tax laws, suggest strategies designed to lower or eliminate tax bills, and optimize financial and life decisions to help you potentially keep more of your money.
All investing involves the risk of loss and nothing herein should be construed as a guarantee of any specific outcome or profit. WealthSource Partners, LLC is not a law firm and does not provide legal advice. You should consult with your legal and tax advisors to determine how any estate planning or tax planning strategies will apply to your individual situation.
Join Chief Investment Officer of WealthSource, Chris Shea, as he takes a look at the March 2022 Markets. Check back each month to learn more! ...04.18.2022
Join Chief Investment Officer of WealthSource, Chris Shea, as he takes a look at the February 2022 Markets. Check back each month to learn more! ...03.29.2022