Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Advisor photo for Michael Upton

Michael Upton

AAMS

Financial Advisor

Managing Director
Learn more about Michael Upton Visit Michael Upton's website
Advisor photo for Joey Bollinger

Joey Bollinger

MBA, AAMS

Financial Advisor

Managing Director
Learn more about Joey Bollinger Visit Joey Bollinger's website
Advisor photo for Jeff Draughon

Jeff Draughon

AAMS

Financial Advisor

Managing Director
Learn more about Jeff Draughon Visit Jeff Draughon's website
Advisor photo for Sam Marino

Sam Marino

Financial Advisor

Vice President
Learn more about Sam Marino Visit Sam Marino's website
Advisor photo for Lori Decker

Lori Decker

CMFC

Financial Advisor

Associate Vice President
Learn more about Lori Decker Visit Lori Decker's website
Advisor photo for Brian Flynn

Brian Flynn

AAMS

Financial Advisor

Associate Vice President
Learn more about Brian Flynn Visit Brian Flynn's website
Advisor photo for John Lenahan

John Lenahan

CFP®

Financial Advisor

Associate Vice President
Learn more about John Lenahan Visit John Lenahan's website
Advisor photo for Crissy Shirley

Crissy Shirley

Financial Advisor

Associate Vice President
Learn more about Crissy Shirley Visit Crissy Shirley's website


Our team

Heather Parker

Heather Parker

Client Service Associate

Monica Meche

Monica Meche

Client Service Associate

Martha Bankston

Martha Bankston

Client Service Associate

Ann Murray

Ann Murray

Client Service Associate

Kimberly Braddy

Kimberly Braddy

Client Service Associate

Debbie Causey

Debbie Causey

Client Service Associate