UDB Financial

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Michael Upton

Michael Upton

AAMS®

Financial Advisor

Managing Director
Visit Michael Upton's website
Jeff Draughon

Jeff Draughon

AAMS®

Financial Advisor

Managing Director
Visit Jeff Draughon's website
Joey Bollinger

Joey Bollinger

MBA, AAMS®

Financial Advisor

Managing Director
Visit Joey Bollinger's website
Stan Bollinger

Stan Bollinger

Financial Advisor

Associate Vice President
Visit Stan Bollinger's website
Sam Marino

Sam Marino

Financial Advisor

Vice President
Visit Sam Marino's website
Crissy Shirley

Crissy Shirley

Financial Advisor

Visit Crissy Shirley's website
Brian Flynn

Brian Flynn

Financial Advisor

Associate Vice President
Visit Brian Flynn's website
John Lenahan

John Lenahan

CFP®

Financial Advisor

Associate Vice President
Visit John Lenahan's website
Lori Decker

Lori Decker

Financial Advisor

Associate Vice President
Visit Lori Decker's website

Team

Kimberly Braddy

Kimberly Braddy

Client Service Associate

Martha Bankston

Martha Bankston

Client Service Associate

Heather Parker

Heather Parker

Client Service Associate

Monica Meche

Monica Meche

Client Service Associate

Ann Murray

Ann Murray

Client Service Associate

Debbie Causey

Debbie Causey

Client Service Associate