Who We Are

Nancy Guillen is a financial professional with Southern Heritage Investments & Planning who prides herself in serving her clients with true Southern Heritage principals:  God, Family & Community!

Nancy, her husband, German, and their children moved to East Tennessee in 2008 from Miami, FL where she was born and raised and consider themselves blessed beyond measure to be a part of such a wonderful community.

Nancy obtained her college education from the Global University – Berean School of the Bible.  She believes this has better equipped her to serve her clients in a biblically sound manner.

Nancy strives to care for her clients’ needs in handling their holistic financial planning starting with the basics of budgeting and moving through the various life stages concluding with legacy and estate planning.

Nancy has been a member of Kingdom Advisors which is a community of Christian financial professionals whose aim is to integrate faith and practice for Kingdom impact since 2009.

Nancy also believes strongly in giving back to the community as a part of her daily life.  With this in mind she has held the following positions:

Grainger County Relay for Life – Chairperson 2010, 2011, 2012, 2013,2014
Morristown Civitan Club Board Member                                                                                            Rotary International Member – 2010 – 2012

Girls, Incorporated of Hamblen County Board Member since 2008
Girls, Incorporated of Hamblen County Treasurer of the Board 2010 & 2011
Girls, Incorporated of Hamblen County President 2014
Junior Achievement Volunteer  since 2009
Grainger County Chamber of Commerce Board Member since 2009
Morristown Chamber of Commerce Ambassador 
Cornerstone Academy Volunteer
Habitat for Humanity Lakeway Area Volunteer