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About Us

Exit Wealth is an independent fee only fiduciary wealth management firm built exclusively for successful entrepreneurs, business owners, executives, and families who have accumulated meaningful wealth and want more than traditional financial advice.

Our Team

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Ted Jenkin

CEO, Managing Partner

Ted Jenkin

CEO, Managing Partner

Ted Jenkin is a nationally recognized financial expert, serial entrepreneur, and media personality. Ted built a $2.5 billion dollar wealth management company, oXYGen Financial, as his very first business and sold it in 2019. Since then, he has sold several other businesses and currently owns Exit Stage Left Advisors, a leading mergers and acquisitions firm.

Ted is an opinion editorial writer for Fox News and Fox Business (view here) and is frequently invited to appear on major television networks including CNN, CNBC, News Nation, and Dr. Phil's Merit Street Media. Ted has been recognized as one of the 500 most powerful leaders in Atlanta for several consecutive years, is a graduate of the prestigious Leadership Atlanta Class of 2023 and a member of the Atlanta Rotary.

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Lee Heisman

COO, Managing Partner

Lee Heisman

COO, Managing Partner

Lee Heisman is a nationally recognized M&A negotiator and a serial entrepreneur. Lee has advised and negotiated on more than 1 billion dollars of deal value as well as personally built and sold four businesses, all in different verticals. Lee's multi-discipline background allows him a unique perspective to build and construct deals at maximum enterprise value for other business owners.

He has a Masters Degree from Rutgers University, is a founding Board Member of the KSU Entrepreneurship Program, and has a nationally syndicated TV Show; The Roadmap. Lee is an avid health and wellness enthusiast.

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Matt Goldstein

Chief Investment Officer

Matt Goldstein

Chief Investment Officer

With three decades of distinguished experience in the financial industry, Matt Goldstein is the Chief Investment Officer at Exit Wealth®, delivering innovative strategies. Matt settled in Atlanta after college where his talent set him apart, earning him a spot as one of the youngest honorees on the Atlanta Business Chronicle's "Who's Who in Banking and Finance" list. His career is marked by leadership roles at multiple Fortune 500 companies, where he thrived in navigating complex financial markets.

Matt's investment philosophy is a cornerstone of his success: a quantitative, data-driven approach that fuses evidence-based strategies with meticulous risk management. This disciplined methodology offers our Members proprietary, unique portfolios that are designed for positive, consistent returns. For those who value clarity and confidence in the management of their wealth, Matt's innovative work delivers.

When not pouring through data, Matt's likely outside training. He's conquered multiple Ironman triathlons and earned repeated qualifications for the Boston Marathon. Matt recently embraced ultramarathons, including completing the Leadville 100 trail run three times. These feats mirror the resilience and focus he brings to his role of CIO at Exit Wealth®.

A devoted husband and father, Matt celebrates his daughters' successes: one is carving her path as a business major, while the other thrives in Manhattan's investment banking scene after graduating from Emory University with honors.

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Rebekah Smith

Director of Business Operations

Rebekah Smith

Director of Business Operations

With extensive experience in financial services and business operations running a 3 billion wealth management firm in her last job, Rebekah Smith brings a strong combination of leadership, organization, and client service to Exit Wealth®. Prior to joining Exit Wealth®, Rebekah served as Director of Business Operations at oXYGen Financial, where she played an integral role in supporting the firm's growth and day-to-day operations.

At Exit Wealth®, Rebekah focuses on creating a seamless experience for both clients and the team. Known for her attention to detail, responsiveness, and ability to keep complex initiatives moving forward, she helps ensure that clients receive the highly personalized level of service that defines the Exit Wealth® experience.

Rebekah's commitment to operational excellence and genuine care for people make her an important part of Exit Wealth® and its mission to deliver a modern family office experience for successful families and entrepreneurs.

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Chelsea Tankus

Wealth Management Associate

Chelsea Tankus

Wealth Management Associate

With over a decade of distinguished experience in the investment industry, Chelsea Tankus serves as the Director of Client and Operational Strategies at Exit Wealth®, where she redefines excellence in wealth management. Having sharpened her expertise at Fortune 500 institutions like U.S. Bank, Chelsea brings unparalleled knowledge, precision, and a steadfast commitment to client satisfaction. Her leadership ensures Exit Wealth® delivers highly personalized service, distinguishing the firm in an industry often marked by impersonal interactions.

Chelsea excels as the dedicated contact for clients, building deep, trusting relationships by truly getting to know each individual. She ensures that any concerns are addressed promptly and cordially, providing a level of care that sets Exit Wealth® apart. Chelsea's dedication creates a client experience that is both results-oriented and deeply personal, unmatched by other firms.

A devoted mother of two daughters, Chelsea balances professional excellence with family values, infusing her client relationships with warmth and dedication. Her ability to connect personally while upholding the highest professional standards makes her a trusted partner. Under Chelsea's guidance, Exit Wealth® stands as a beacon of integrity, innovation, and client-focused service.

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Louden Jenkin

Wealth Management Associate

Louden Jenkin

Wealth Management Associate

Louden is a proud Auburn University graduate with a degree in Finance and several years of experience in the finance and analytics field. Before joining Exit Wealth®, he served as a Sales Manager for a Fortune 500 company, where he developed a strong foundation in leadership, strategy, and client service.

Outside the office, Louden is an active volunteer for breast cancer awareness initiatives and a devoted fan of the Atlanta Falcons and Braves. Whether he's crunching numbers or cheering from the stands, Louden brings energy, dedication, and heart to everything he does.

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Kevin Kim

Chief Compliance Officer

Kevin Kim

Chief Compliance Officer

Kevin is a Compliance Officer with Dinsmore Compliance Services. A graduate of Berea College, Kevin previously worked as an assistant director of athletics of external operations and as coordinator of sports information and athletic events for the college. In these roles he served as a member of the department's NCAA Legislative Compliance Oversight Committee, directed the sports information and athletic communications department in compliance with all NCAA rules and regulations, and designed and executed the department's media and communications plans. During his time at Berea, he was the point person on the Compliance Oversight Committee, helping develop NCAA compliance lessons and tests for the athletic department, as well as the point person within the committee for interpreting NCAA legislation.

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At Exit Wealth, we don't just help you grow your assets, we help you enjoy the life your wealth was meant to create.