UDB Financial

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for UDB Financial
Team photo for UDB Financial

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Advisors

Michael Upton

AAMS

Financial Advisor

Managing Director
Visit Michael Upton's website

Jeff Draughon

AAMS

Financial Advisor

Managing Director
Visit Jeff Draughon's website

Joey Bollinger

MBA, AAMS

Financial Advisor

Managing Director
Visit Joey Bollinger's website

Stan Bollinger

Financial Advisor

Associate Vice President
Visit Stan Bollinger's website

Sam Marino

Financial Advisor

Vice President
Visit Sam Marino's website

Brian Flynn

AAMS

Financial Advisor

Associate Vice President
Visit Brian Flynn's website

John Lenahan

CFP®

Financial Advisor

Associate Vice President
Visit John Lenahan's website

Lori Decker

CMFC

Financial Advisor

Associate Vice President
Visit Lori Decker's website

Crissy Shirley

Financial Advisor

Associate Vice President
Visit Crissy Shirley's website

Brad Fream

Financial Advisor

Visit Brad Fream's website


Team

Heather Parker

Heather Parker

Client Service Associate

Monica Meche

Monica Meche

Client Service Associate

Martha Bankston

Martha Bankston

Client Service Associate

Ann Murray

Ann Murray

Client Service Associate

Kimberly Braddy

Kimberly Braddy

Client Service Associate

Debbie Causey

Debbie Causey

Client Service Associate