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Fiduciary Support

A fiduciary is legally required to act in your best interests. For us, financial planning in a fiduciary capacity means not just following a good path but selecting what we believe to be the optimal one.

5

Certified Financial Planners (CFP®)

3

Chartered Financial Analysts (CFA)

2

Certified Public Accountants (CPA)

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Jeremy Hutzel, CFA, CFP^®

President & Chief Executive Officer

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Jenny Wilson, CFP^®

Partner & Director of Financial Planning

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Andy Michael, CFA

Partner & Chief Investment Officer

Karlie Burkhalter

Partner & Chief Operating Officer

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Hunter Yarbrough, CPA, CFP^®

Financial Planner

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Matt Parks, CPA

Financial Planner

SSWG_Headshot_Dennis-Carter_Dark-Background_Formal_Portrait

Dennis Carter, CFP^®

Financial Planner

SSWG_Headshot_Robert-Mefford_Dark-Background_Formal_Portrait

Robert Mefford, CFP^®

Associate Financial Planner

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Paul McKanna, CFA

Portfolio Operations Manager

Raquel Fry

Client Service Manager

Hunter Anderson

Portfolio Operations Associate

Michelle Krebs

Retirement Plan Specialist

Caroline Moy

Office Manager & Executive Assistant

Wesley Koestler

Client Service Assistant

Will Morford

Client Service Intern

Seven Springs Wealth Group (“SSWG”) is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration of an investment adviser does not constitute an endorsement of the firm by the SEC nor implies any specific level of skill or training. SSWG only transacts business in states in which it is properly registered or is excluded or exempted from registration. The information on this site is for informational purposes only and investors should determine for themselves whether a particular service or product is suitable for their investment needs. Nothing on this site constitutes individual advice, a recommendation, or an offer to buy any specific investment, product or service. All investing involves risk, including the possible loss of principal. Certain investments, including private investments, may be speculative, involve a high degree of risk, typically require a minimum investment, and may only be offered to qualified investors through offering memorandums. Private investments are generally illiquid, may carry higher risk, and no formal trading market exists for these investments. A copy of SSWG’s current written disclosure brochure filed with the SEC, which discusses, among other things, SSWG’s business practices, services, and fees, is available on the SEC’s website at adviserinfo.sec.gov or FINRA's BrokerCheck website at brokercheck.finra.org. ©2026 Seven Springs Wealth Group, LLC.

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200 Powell Place, Suite 215, Brentwood, TN | (615) 370-1253

Your Team

Fiduciary Support

5

3

2

Jeremy Hutzel, CFA, CFP®

Jenny Wilson, CFP®

Andy Michael, CFA

Karlie Burkhalter

Hunter Yarbrough, CPA, CFP®

Matt Parks, CPA

Dennis Carter, CFP®

Robert Mefford, CFP®

Paul McKanna, CFA

Raquel Fry

Hunter Anderson

Michelle Krebs

Caroline Moy

Wesley Koestler

Will Morford

Jeremy Hutzel, CFA, CFP^®

Jenny Wilson, CFP^®

Hunter Yarbrough, CPA, CFP^®

Dennis Carter, CFP^®

Robert Mefford, CFP^®