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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)

1

Certified Public Accountants (CPA)

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Jeremy Hutzel, CFA, CFP^®

Managing Partner

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Jenny Wilson, CFP^®

Partner & Director of Financial Planning

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David Richardson, CFP^®, CLU®, ChFC®, CPA (Inactive)

Executive Vice President & Financial Advisor

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Andy Michael, CFA

Chief Investment Officer

Karlie Burkhalter

Director of Operations

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Stephanie Cunningham, CRPC, MBA

Retirement Plan Advisor

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Matt Parks, CPA

Financial Planner

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Dennis Carter, CFP^®

Associate Financial Planner

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Bradley Holloway, CFP^®

Assistant Financial Planner

Blake Hummel

Financial Planning Associate

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Paul McKanna, CFA

Portfolio Operations Manager

Hunter Anderson

Portfolio Operations Associate

Michelle Krebs

Financial Planning Operations

Robert Mefford

Client Service Associate

Caroline Moy

Office Manager & Executive Assistant

Raquel Fry

Client Service Specialist

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. ©2024 Seven Springs Wealth Group, LLC.

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