The practice now known as Wellness Financial Advisors is more than 30 years old and was founded by Senior Partner Jerry Vessell. Jerry founded his firm with the purpose of helping people secure their future and protect the ones they love. In 2001, Matt Hutcheson, a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) partnered with Jerry to offer investment strategies in addition to insurance solutions creating a truly comprehensive financial planning firm. After a two year internship, Saundra Burgett joined the firm as a full time assistant in 2005 and now serves as the Director of Operations. After practicing for 10 years in South Florida, Matt Benson, a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®), relocated to Middle Tennessee. His passion and knowledge have continued to build the firm’s capabilities and expertise. In 2016, Doug Vowels, with 15 years of experience, joined the Wellness Financial Advisors team. He is excited to work with an exceptional team and be empowered to help others reach their professional and personal bests.
Our first clients in the medical marketplace were a group of Certified Registered Nurse Anesthetists (CRNAs) in Chattanooga, Tennessee. Those CRNAs graciously shared us with their colleagues, physicians, and other medical professionals. Our focus and expertise soon became their financial planning needs. The practice grew from there, entirely by referral and we are proud our very first clients are still with us. We consider it a privilege to continue to work with them as they approach and go through retirement.