10 Cadillac Drive, Suite 300, Brentwood, TN 37027
President, CERTIFIED FINANCIAL PLANNER™
615-309-6307
615-309-6303
matt@wellnessfa.com
CERTIFIED FINANCIAL PLANNER™
mbbenson@wellnessfa.com
Jeffrey Lancaster, CFP® CPA*
615-309-6477
jeffrey@wellnessfa.com
CRPS®, Practice Manager
615-309-6353
sburgett@wellnessfa.com
Director of New Business
615-309-6306
kdukes@wellnessfa.com
Administrative Assistant
615-309-6331
kelly@wellnessfa.com
Planning Adminstrative Coordinator
615-309-6318
adam@wellnessfa.com
Client Service Representative
615-309-6344
crawford@wellnessfa.com
