Our Team
Fiduciary Support
A fiduciary is someone who is legally required to act in your best interests. For us, financial planning in a fiduciary capacity means not just following a good path to financial independence, but rather, selecting the optimal path.
We are proud to be selected as one of
Nashville Business Journal's Top Financial Planners
for over 15 years!
Jeremy Hutzel, CFA, CFP®
Managing Partner
Jenny Wilson, CFP®
Partner & Director of Financial Planning
Andy Michael, CFA
Portfolio Manager
Karlie Burkhalter
Director of Operations
Matt Parks, CPA
Financial Planner
Paul McKanna, CFA
Senior Portfolio Specialist
Dennis Carter, CFP®
Associate Financial Planner
Bradley Holloway
Client Service Associate
Robert Mefford
Client Service Assistant
Caroline Moy
Office Manager/Executive Assistant
