Our advisors

Our team

Calley Coldsmith

Calley Coldsmith

Paraplanner,

Marketing Specialist

Qualifications

  • Calley graduated with honors from Auburn University in May 2012 with a BSBA in Marketing.
  • Calley is a registered staff member, having completed her Series 7, Series 66 and Life & Health Insurance licensing exams.

Roles & Responsibilities

  • Financial planning, trades, money movements, client service, marketing
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Zach Melton

Zach Melton

Paraplanner

Qualifications

  • Zach graduated Summa Cum Laude from The University of South Alabama in 2018 with a BSBA in Finance.
  • Zach is a registered staff member, having completed her Series 7, Series 66 and Life & Health Insurance licensing exams.

Roles & Responsibilities

  • Financial planning, trades, money movements, client service
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Eva Burnett

Eva Burnett

Client Service Manager,

Office Manager

Qualifications

  • Eva has 15+ 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 srvice industry.

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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