The Team

Jeff Roberts & Associates

Jeff Roberts & Associates represents 131 years of combined advisor experience in financial planning at Ameriprise Financial. Our practice vision is very clear…"To be the obvious choice for guiding clients to joyfully steward their resources."

Our team of advisors shares a passion for helping clients with conviction to plan to achieve their financial goals.

Our Advisors

Vaughn Sparks

Vaughn Sparks

Financial Advisor

More about me...

Contact

robert.e.sparks@ampf.com

205.313.9150

Designations

CFP®, CRPC®, APMA®, ADPA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Saving for Education
  • Women's Financial Strategies

Education

The University of Alabama - BS in Finance, Economics Minor

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Steven Peterson

Steven Peterson

Financial Advisor

More about me...

Contact

steven.f.peterson@ampf.com

205.313.9150

Designations

CRPC®, MSF, CLTC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies

Education

The University of Alabama, MS in Finance, The University of Alabama, BS in Finance

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Shawn Buchanan

Shawn Buchanan

Financial Advisor

More about me...

Contact

shawn.t.buchanan@ampf.com

205.313.9150

Designations

CFP®, ChFC®, CRPC®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies

Education

Bachelor of Science, International Marketing, The University of Alabama

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Clay Cochran

Clay Cochran

Financial Advisor

More about me...

Contact

clay.cochran@ampf.com

205.313.9150

Designations

CFP®, MBA, CFS®

Top Areas of Focus

  • Retirement Planning Strategies
  • Saving for Education
  • Cash Flow Management Strategies

Education

The University of Alabama - Bachelor of Science in Commerce & Business Administration, The University of Alabama at Birmingham - Master of Business Administration

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Tom Hammett

Tom Hammett

Financial Advisor

More about me...

Contact

william.t.hammett@ampf.com

205.313.9160

Designations

CFS®

Top Areas of Focus

  • Retirement Income Strategies
  • Investments
  • Intergenerational Planning

Education

BBA, Finance, The University of Montevallo, Montevallo, AL

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Lyle Aitken

Lyle Aitken

Private Wealth Advisor

More about me...

Contact

lyle.w.aitken@ampf.com

205.345.2035

Designations

ChFC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies

Education

B.S. Marketing, Millikin University, Decatur IL, ChFC, The American College, Bryn Mawr, PA

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Our Staff

Julie Shropshire, CRPC, CFS

Julie Shropshire, CRPC, CFS

Paraplanner

Operations Specialist

More about me...

Contact

julie.a.shropshire@ampf.com

205.313.9150

Qualifications

  • Chartered Retirement Planning Counselor
  • Certified Fund Specialist
  • Bachelor of Science, Accounting, Jacksonville State University
  • FINRA Series 7 - General Securities Representative Examination
  • FINRA Series 66 - Uniform Combined State Law Examination

Roles & Responsibilities

  • Julie has been with Jeff Roberts & Associates since November, 2005. She wears many hats in her role as a licensed paraplanner.
  • Julie is in charge of financial plan development, client correspondence, licensing and compliance maintenance.
  • She leads practice operations with tracking reports, payroll and accounting.
  • She also provides support with appointment and application preparation, securities trading and money movement.
Renee Lay

Renee Lay

Administrative Assistant

More about me...

Contact

renee.n.lay@ampf.com

205.313.9150

Roles & Responsibilities

  • Renee has been with Jeff Roberts & Associates since April 2005. She plays a pivotal role as the initial in-coming telephone contact person.
  • Renee is responsible for the practice calendar, client profile maintenance, electronic document storage and general administrative support.
  • She supports appointment preparation as well as backs up the front desk.
Donna Jordan

Donna Jordan

Financial Planning Assistant

More about me...

Contact

donna.j.jordan@ampf.com

205.313.9150

Roles & Responsibilities

  • Donna has been with Ameriprise since September 2009 and Jeff Roberts & Associates since May 2011.
  • Her primary responsibility is an assistant to Vaughn Sparks and Steven Peterson. She provides administrative and client contact support.
Whitney Bateman

Whitney Bateman

Marketing Manager

Business Development Director

More about me...

Contact

whitney.bateman@ampf.com

205.313.9150

Qualifications

  • B.S. Business Administration, Birmingham-Southern College
Doris Williams

Doris Williams

Administrative Assistant

Client Service Manager

Corrie Eyer

Corrie Eyer

Financial Planning Assistant

More about me...

Contact

corrine.eyer@ampf.com

205.313.9150

Qualifications

  • B.S. Social Work University of Montevallo

Roles & Responsibilities

  • Client Service
  • Meeting Preparation
  • Administration
  • Meeting Follow-Up