WealthSource Partners, LLC

WealthSource Partners, LLC is a finance institution located at 10641 Deerbrook Drive in Knoxville, Tennessee, United States. Our team of financial advisors in Knoxville is committed to helping clients overcome their toughest financial challenges and achieve their greatest ambitions. We offer investment management, financial planning, retirement income planning, and tax planning services to local families and business owners.

One of our advisors, Amy, brings a wealth of experience from her background in various industries, including mechanical contracting, logistics, education, and sales. She is dedicated to creating systems, improving processes, and empowering individuals to reach their full potential. Amy holds a Bachelor of Arts degree in History from Liberty University and enjoys activities such as reading, hiking, baking, and traveling in her free time.

April, another member of our team, has a background in public relations and marketing. With a passion for creating order out of chaos, April anticipates the needs of the team and ensures projects are completed successfully. She holds a Bachelor of Science degree in Communication from the University of Tennessee, Knoxville, and a Master of Business Administration from King University. In her spare time, April enjoys outdoor activities like running, hiking, and biking, as well as spending time with family and friends.

Donald, an Investment Portfolio Manager, has a diverse background in finance, including experience in commercial banking, international equity sales, and portfolio management. He holds a Bachelor of Arts degree with a double major in Economics and Japanese from Bucknell University, as well as a Master of Business Administration from the University of Michigan-Ann Arbor. Donald is passionate about social involvement and enjoys activities such as hockey, hiking, golf, and spending time with his family.

Justin Goodbread, a Certified Financial Planner™ professional, founded Heritage Investors to help individuals, business owners, and retirees achieve their financial goals. With a background in entrepreneurship and a focus on family and faith, Justin is dedicated to helping clients realize their full potential. When he's not working with clients, Justin enjoys adventures with his family, exploring historical sites, farming, playing musical instruments, and being active in church life.

Our team at WealthSource Partners, LLC is supported by a national network of financial, investment, research, and technology professionals, all working together to ensure our clients' success. We are dedicated to providing personalized financial solutions and guiding our clients to a place of financial clarity and confidence, so they can focus on what truly matters in life.