The Team

Heritage Advisory Group

Many people think about rolling over their 401(k) funds when they change jobs or retire. Depending on your age and investment strategy, it may make financial sense to rollover some of your assets while you’re still working and contributing to a 401(k) plan.We can help you determine if a rollover fits with your overall retirement savings strategy. Using our exclusive Confident Retirement® approach, we’ll work together to identify customized financial strategies that can evolve over time. Our goal is to help our clients feel more in charge of their financial lives so that they can pursue their passions — for today and tomorrow— with confidence.

Our Advisors

Robert Wallace

Robert Wallace

Financial Advisor

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Top Areas of Focus

  • Investments
  • Wealth Preservation Strategies

Education

BA-Economics, University of Tennessee, Knoxville, TN-1992

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Bill McCall

Bill McCall

Financial Advisor

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Top Areas of Focus

  • Investments
  • Retirement Income Strategies
  • Wealth Preservation Strategies

Education

BA-Marketing, University of Tennessee, Knoxville, TN

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Jacyne Woodcox

Jacyne Woodcox

Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Investment Management
  • Retirement Planning Strategies
  • Women's Financial Strategies

Education

BA-Bachelor of Arts-Business Administration, University of Tennessee, Knoxville 2000

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Robert Schutt

Robert Schutt

Associate Financial Advisor

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Designations

CFP®, MBA, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Small Business
  • Family Finances

Education

MBA Master of Business Administration - University of Dayton, Dayton, OH 1994, BA Bachelor of Arts , Business Administration - Rhodes College, Memphis, TN 1987

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Our Staff

Rebekah Dockery

Rebekah Dockery

Client Service Manager

Liddie Dockery

Liddie Dockery

Administrative Assistant