Our advisors

Jeff Roberts

Jeff Roberts

Private Wealth Advisor

Learn more about Jeff Roberts
Tom Hammett

Tom Hammett

Financial Advisor

Learn more about Tom Hammett
Steven Peterson

Steven Peterson

Financial Advisor

Learn more about Steven Peterson
Vaughn Sparks

Vaughn Sparks

Financial Advisor

Learn more about Vaughn Sparks
Clay Cochran

Clay Cochran

Financial Advisor

Learn more about Clay Cochran
Shawn Buchanan

Shawn Buchanan

Financial Advisor

Learn more about Shawn Buchanan
Alex Gast

Alex Gast

Financial Advisor

Learn more about Alex Gast
Lyle Aitken

Lyle Aitken

Private Wealth Advisor

Learn more about Lyle Aitken

Our team

Julie Shropshire, CRPC<sup>®</sup>, CFS<sup>®</sup>

Julie Shropshire, CRPC®, CFS®

Paraplanner,

Operations Specialist

Personal Intro

Julie has been with the practice since November 2005 and wears many hats in her role as a paraplanner.

Qualifications

  • Chartered Retirement Planning Counselor®
  • Certified Fund Specialist®
  • FINRA Series 7 - General Securities Representative Examination
  • FINRA Series 66 - Uniform Combined State Law Examination
  • Bachelor of Science, Accounting - Jacksonville State University

Roles & Responsibilities

  • Oversees financial plan development, client correspondence, licensing, and compliance maintenance.
  • Leads practice operations with tracking reports, payroll, and accounting.
  • Provides support with appointment and application preparation, securities trading, and money movement.
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Corrie Eyer

Corrie Eyer

Financial Planning Assistant

Personal Intro

Corrie has been with the practice since March 2017. Her primary responsibility is to provide support for advisor Vaughn Sparks.

Qualifications

  • Financial Paraplanner Qualified Professional™
  • Bachelor of Science, Social Work - University of Montevallo

Roles & Responsibilities

  • Client Communication
  • Meeting Preparation
  • Meeting Follow-Up
  • Administrative Support
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Mady Smith

Mady Smith

Financial Planning Assistant

Personal Intro

Mady has been with the practice since July 2019. Her primary responsibility is to provide support for advisor Clay Cochran.

Qualifications

  • Financial Paraplanner Qualified Professional™
  • Bachelor of Science, Business Administration - The University of South Alabama

Roles & Responsibilities

  • Client Communication
  • Meeting Preparation
  • Meeting Follow-Up
  • Administrative Support
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Jaclyn Terry, JD

Jaclyn Terry, JD

Business Development Specialist

Personal Intro

Jaclyn has been with the practice since November 2018. Although she is a licensed attorney, her primary responsibilities revolve around marketing, events, and client information maintenance.

Qualifications

  • Fiancial Paraplanner Qualified Professional™
  • Juris Doctor - Cumberland School of Law
  • Bachelor of Arts, Political Science - The University of Alabama
  • Bachelor of Communications, Journalism - The University of Alabama

Roles & Responsibilities

  • Responsible for the planning and execution of all practice events.
  • Oversees marketing efforts and social media for the practice.
  • Assists with the organization and maintenance of client information.
  • Provides general operations support for the practice.
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Renee Lay

Renee Lay

Client Service Specialist

Personal Intro

Renee has been with the practice since 2005 and is often the first voice people hear when they call into the office.

Roles & Responsibilities

  • Client Communication
  • Maintains Practice Calendar/Scheduling
  • Maintains Client Profiles
  • Maintains Electronic Document Storage
  • Administrative Support
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Donna Jordan

Donna Jordan

Client Service Specialist

Personal Intro

Donna has worked for Ameriprise since September 2009 and joined the practice in May 2011. Her primary responsibility is to provide support for advisors Steven Peterson and Vaughn Sparks.

Roles & Responsibilities

  • Client Communication
  • Meeting Preparation
  • Meeting Follow-Up
  • Administrative Support
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Doris Williams

Doris Williams

Client Service Specialist

Personal Intro

Doris has worked for Ameriprise since 1978 and joined the practice in 2016. She provides support for our Tuscaloosa office.

Roles & Responsibilities

  • Client Communication
  • Meeting Preparation
  • Meeting Follow-Up
  • Administrative Support
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