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 team since November 2005. She 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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Donna Jordan

Donna Jordan

Financial Planning Assistant

Personal Intro

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

Roles & Responsibilities

  • Client Contact and Services
  • Meeting Preparation
  • Meeting Follow-Up
  • Administrative Support
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Corrie Eyer

Corrie Eyer

Financial Planning Assistant

Personal Intro

Corrie has been with the team 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 Contact and Services
  • Meeting Preparation
  • Meeting Follow-Up
  • Administrative Support
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Renee Lay

Renee Lay

Administrative Assistant

Personal Intro

Renee has been with the team since 2005. She is often the first voice that clients here when calling into the office.

Roles & Responsibilities

  • Responsible for maintaining the practice calendar, client profiles, and electronic document storage.
  • Provides general administrative support for appointment preparation.
  • Assists with backing up the front desk.
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Doris Williams

Doris Williams

Administrative Assistant,

Client Service Manager

Personal Intro

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

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Jaclyn Terry, JD

Business Development Specialist

Personal Intro

Jaclyn has been with the team since November 2018. Although she is a licensed attorney, her primary responsibilities revolve around marketing the practice.

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.
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Alix Trimble

Financial Planning Assistant

Personal Intro

Alix has been with the team since November 2018. Her primary responsibility is to provide support for advisor Clay Cochran.

Roles & Responsibilities

  • Client Contact and Services
  • Meeting Preparation
  • Meeting Follow-Up
  • Administrative Support
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