My Background

At Heritage Financial Solutions, we believe that most people want to do what’s right: right for themselves, right for their families and right for their communities. In fact, that’s one of the reasons why I created this firm to better serve you. I wanted the opportunity to control my own destiny and to do what I thought was in the best interest of our clients.

I was born and raised in Georgia, so you can take comfort in the fact that I have been a part of this community for my entire life and therefore have a vested interest in seeing our friends and neighbors succeed. In fact, we probably have many of the same hopes and aspirations as you and feel grateful to have the opportunity to share all the resources and information our firm has to offer.

If you are wondering about how I chose this career, I didn't... this career chose me. As an only child who lost my father to a heart attack when I was 25 and being named Power of Attorney and Fiduciary for my mother who had major health concerns, I had to learn quickly. Thankfully, my father had been given sound advice! He had taken the time to put plans in place so that my mother could continue on...

Of course, my background isn’t really the one that matters. We have found that by getting to know our clients we can help them develop strategies that are specific to their needs and designed to work efficiently to obtain their goals. We can introduce you to some proven, dependable ways to help protect your family’s lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative.

If you’re looking for professionals who are ready to put their expertise and experience to work for you, with honesty and integrity, you need to look no further. Heritage Financial Solutions, LLC. is here to help you put your concerns at rest, grow your assets and obtain your dreams!


David T. Jackson

Founder and CEO - Heritage Financial Solutions, LLC.





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