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

Private Wealth 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

Our team

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

Julie Shropshire CRPC®, CFS®

Paraplanner

Personal Intro

Julie joined the practice in May 2006 and has many different responsibilities. She is a member of the Financial Planning Association.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor®
  • CFS® Certified Fund Specialist®
  • FINRA Series 7
  • FINRA Series 66
  • Bachelor of Science, Accounting - Jacksonville State University

Roles & Responsibilities

  • Client Communication
  • Meeting Preparation and Meeting Follow-Up
  • Securities Trading and Money Movement
  • Licensing and Compliance
  • Payroll and Accounting
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Jaclyn Terry JD, FPQP™

Jaclyn Terry JD, FPQP™

Business Development Specialist,

Operations Specialist

Personal Intro

Jaclyn joined the practice in November 2018 and has many different roles within the practice.

Qualifications

  • FPQP™ Financial 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

  • Marketing / Social Media
  • Event Planning
  • Client Onboarding
  • Practice Operations and Reports Tracking
  • Human Resources
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Mady Smith FPQP™

Mady Smith FPQP™

Financial Planning Assistant

Personal Intro

Mady joined the practice in July 2019. Her primary role is to provide support for advisor Clay Cochran.

Qualifications

  • FPQP™ Financial Paraplanner Qualified Professional™
  • FINRA Series 7
  • 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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Corrie Eyer FPQP™

Corrie Eyer FPQP™

Financial Planning Assistant

Personal Intro

Corrie joined the practice in April 2017. Her primary role is to provide support for advisor Vaughn Sparks.

Qualifications

  • FPQP™ 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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Renee Lay

Renee Lay

Client Service Specialist

Personal Intro

Renee joined the practice in April 2005. She is often the first voice people hear when they call the office.

Roles & Responsibilities

  • Client Communication
  • Calendar and Scheduling
  • Electronic Document Storage Maintenance
  • Client Profile Maintenance
  • Administrative Support
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Donna Jordan

Donna Jordan

Client Service Specialist

Personal Intro

Donna joined the practice in May 2011. Her primary role 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 August 2016. She provides support for our Tuscaloosa office.

Roles & Responsibilities

  • Client Communication
  • Meeting Preparation
  • Meeting Follow-Up
  • Administrative Support
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Lyle Aitken ChFC<sup>®</sup>

Lyle Aitken ChFC®

Financial Planning Specialist

Personal Intro

Lyle worked as a private wealth advisor for 26 years before joining the practice in August 2016.

Qualifications

  • ChFC® Chartered Financial Consultant®
  • FINRA Series 7
  • FINRA Series 63
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