Seven Hills Financial, LLC

Donald Butcher is a CFP® professional with 19 years of industry experience, currently serving at Seven Hills Financial, LLC since 2018. His prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, Invest Financial Corporation, and Morgan Stanley. Outside of his advisory work, he is self-employed as a Financial Neutral, assisting in marital distribution decisions related to divorce. Seven Hills Financial, LLC is a fee-only, SEC-registered investment adviser serving individuals, families, high-net-worth clients, and various entities. The firm employs asset allocation and modern portfolio theory with a focus on fundamental and technical analysis to manage long-term risk and return, offering discretionary portfolio management alongside comprehensive financial life and business planning services.

Hanna Molta is a financial advisor at Seven Hills Financial, LLC with six years of industry experience. She holds the Series 65 designation and has worked at Seven Hills Financial since 2018. Her prior experience includes roles at Capital Health Plan and The Overton Family. Seven Hills Financial is a fee-only, SEC-registered investment adviser serving individuals, families, high-net-worth clients, and various entities such as family offices and small businesses. The firm focuses on discretionary portfolio management and comprehensive financial and business planning, using asset allocation and modern portfolio theory to manage long-term risk and return.

Jeffrey Johnson is a financial advisor at Seven Hills Financial, LLC with 19 years of industry experience. He holds a Series 65 designation and has been with Seven Hills Financial since 2007. Outside of his advisory role, he manages AESOPS Run, LLC, a horse farm in Tallahassee, Florida. Seven Hills Financial is a fee-only, SEC-registered investment adviser serving individuals, families, high-net-worth clients, family offices, foundations, and small businesses. The firm employs asset allocation and modern portfolio theory in its discretionary portfolio management, combining fundamental and technical analysis to manage long-term risk and return.

Alison Mewborne is a CFP® with 20 years of industry experience, currently serving as an advisor at Seven Hills Financial, LLC since 2023. She previously worked at LPL Financial, LLC, INVEST Financial Corp, and Capital City Banc Investments, and took a one-year retirement in 2022–2023. Alison is also an online instructor for the CFP Retirement Planning curriculum at Florida State University’s Center for Academic & Professional Development, teaching four courses annually. Seven Hills Financial, LLC is a fee-only, SEC-registered investment adviser serving individuals, families, high-net-worth clients, and various entities. The firm focuses on discretionary portfolio management integrated with financial life and business planning, employing asset allocation and modern portfolio theory to manage long-term risk and return.

Trent Meewes is a CFP® with 32 years of industry experience, currently serving at Seven Hills Financial, LLC. He has held roles at Arkadios Capital, Tallahassee Financial Advisors, Inc., and Triad Advisors, Inc. Meewes also works as an insurance agent specializing in life, long-term care, and fixed annuity sales. Seven Hills Financial, LLC is a fee-only, SEC-registered investment adviser serving individuals, families, high-net-worth clients, family offices, foundations, and small businesses. The firm employs asset allocation and modern portfolio theory, combining fundamental and technical analysis to manage long-term risk and return, while providing services that include financial life planning and business continuity consulting.