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2026 SPEAKER LINEUP

The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.

 

Tanna Heathcott

Coming from a family where no one had a financial advisor to give them personalized advice, I have seen firsthand the life changing scenarios that can occur without the proper guidance. As a result, I have a fierce passion for serving the serious...

ABOUT TANNA

Coming from a family where no one had a financial advisor to give them personalized advice, I have seen firsthand the life changing scenarios that can occur without the proper guidance. As a result, I have a fierce passion for serving the serious long-term investor to help ensure that each one is empowered to reach their financial goals.


To better serve the community and my clients, I have also earned the professional designations of AAMS™ and CRPC™. I have also completed the Edward Jones Financial Advisor Career Development (FACD) Program in St. Louis, MO, the firm's training program for financial advising. While there, I served numerous clients across the United States over the phone and got the industry's latest training in creating financial strategies for the individual investor. I look forward to continual service to our clientele not only in my native state of Tennessee, but also in multiple states, where I am registered for investing and licensed for insurance services.


Raised in Santa Fe, TN, I have always had a special place in my heart for a small-town community. After graduating high school, I went on to graduate summa cum laude with a bachelor's in communications at the University of Tennessee Martin.


I serve at Edward Jones as a financial advisor, mentor and member of the leadership team.

Outside of the office, I pursue many volunteer activities to help out in our community, including service within my church and the Tullahoma Noon Rotary Club as well as the Tullahoma Area Chamber of Commerce.


In my free time, I enjoy spoiling my beloved dogs, Annie and Maggie, duck hunting, traveling, trail riding and showing my mule, Festus. My husband, Bryce, and I married in 2018 and welcomed our first child, Brooks, in July 2021. We are proud to call Tullahoma our home.


My senior branch office administrator, Arica Hulsey, and I are committed to empowering our community to have fulfilling futures by serving as a trusted resource and providing the highest level of service to our clients.


Having a personal tax advisor, an attorney and a financial advisor in your corner is imperative. We welcome the opportunity to meet as a team alongside you to provide complete wealth strategies.


Understanding what's most important to you is what's most important to us. We care, and we can help. Contact us today, and let us show you our established process.

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