Our mission is to help our clients and their families in planning to achieve their life goals.


Our advisors

Jennifer Ryder

Jennifer Ryder

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jennifer Ryder Visit Jennifer Ryder's website
Bruce G Coldsmith

Bruce G Coldsmith

MBA, CFP®, CRPS®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Bruce G Coldsmith Visit Bruce G Coldsmith's website
Calley Coldsmith

Calley Coldsmith

CFP®, APMA®

Associate Financial Advisor

Learn more about Calley Coldsmith Visit Calley Coldsmith's website
David Buckhaults

David Buckhaults

CFP®

Associate Financial Advisor

Learn more about David Buckhaults Visit David Buckhaults's website
Zachary Melton

Zachary Melton

APMA®

Associate Financial Advisor

Learn more about Zachary Melton Visit Zachary Melton's website

Our team

Christopher Woodham

Christopher Woodham

Paraplanner,

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR℠

Qualifications

  • Christopher graduated from Auburn University with Bachelor of Science in Business Administration with a focus in Finance in December of 2012.
  • Christopher is a registered staff member, having completed his Series 7, Series 66 and Life & Health Insurance licensing exams.

Roles & Responsibilities

  • Financial planning, trades, money movements, client service
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Matthew Ladner

Matthew Ladner

Paraplanner

Eva Burnett

Eva Burnett

Client Service Manager,

Office Manager

Qualifications

  • Eva has 17+ years of experience helping our clients achieve their goals through her diligence in client service. She earned her Business Management degree from the University of South Alabama.

Roles & Responsibilities

  • Client service, office management
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Kellye Blankenship

Kellye Blankenship

Client Service Specialist

Qualifications

  • Kellye has 15+ years experience in the client service industry. She has been apart of our team since 2019.

Roles & Responsibilities

  • Client Service
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Teresa Horton

Teresa Horton

Receptionist

Qualifications

  • Teresa graduated from Phillips Junior College with an Associate’s degree in Medical Administration in 1995.
  • Teresa joined the Coldsmith, Ryder & Associates team in October of 2018.

Roles & Responsibilities

  • Client service
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