UDB Financial

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Advisors

Michael Upton

Michael Upton

Financial Advisor

Managing Director
Visit Michael Upton's website
Jeff Draughon

Jeff Draughon

Financial Advisor

Managing Director
Visit Jeff Draughon's website
Joey Bollinger

Joey Bollinger

Financial Advisor

Managing Director
Visit Joey Bollinger's website
John Lenahan

John Lenahan

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit John Lenahan's website
Stan Bollinger

Stan Bollinger

Financial Advisor

Visit Stan Bollinger's website
Sam Marino

Sam Marino

Financial Advisor

Associate Vice President
Visit Sam Marino's website
Crissy Shirley

Crissy Shirley

Financial Advisor

Visit Crissy Shirley's website
Lori Decker

Lori Decker

Financial Advisor

Chartered Mutual Fund CounselorSM
Visit Lori Decker's website
Brian Flynn

Brian Flynn

Financial Advisor

Visit Brian Flynn's website

Team

Monica Meche

Monica Meche

Client Service Associate

Heather Parker

Heather Parker

Client Service Associate

Martha Bankston

Martha Bankston

Client Service Associate

Kimberly Braddy

Kimberly Braddy

Client Service Associate

Ann Murray

Ann Murray

Client Service Associate