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



Our advisors

Michael Upton, Financial Advisor serving the Alexandria, LA area - Ameriprise Advisors

Michael Upton

Financial Advisor

Managing Director
Learn more about Michael Upton Visit Michael Upton's website
Joey Bollinger, Financial Advisor serving the Alexandria, LA area - Ameriprise Advisors

Joey Bollinger

MBA, AAMS®

Financial Advisor

Managing Director
Learn more about Joey Bollinger Visit Joey Bollinger's website
Jeff Draughon, Financial Advisor serving the Alexandria, LA area - Ameriprise Advisors

Jeff Draughon

Financial Advisor

Managing Director
Learn more about Jeff Draughon Visit Jeff Draughon's website
Sam Marino, Financial Advisor serving the Alexandria, LA area - Ameriprise Advisors

Sam Marino

Financial Advisor

Vice President
Learn more about Sam Marino Visit Sam Marino's website
Lori Decker, Associate Manager serving the Alexandria, LA area - Ameriprise Advisors

Lori Decker

CMFC®

Associate Manager

Financial Advisor
Learn more about Lori Decker Visit Lori Decker's website
Stan Bollinger, Financial Advisor serving the Alexandria, LA area - Ameriprise Advisors

Stan Bollinger

Financial Advisor

Associate Vice President
Learn more about Stan Bollinger Visit Stan Bollinger's website
Brian Flynn, Financial Advisor serving the Alexandria, LA area - Ameriprise Advisors

Brian Flynn

AAMS®

Financial Advisor

Associate Vice President
Learn more about Brian Flynn Visit Brian Flynn's website
John Lenahan, Financial Advisor serving the Alexandria, LA area - Ameriprise Advisors

John Lenahan

CFP®

Financial Advisor

Associate Vice President
Learn more about John Lenahan Visit John Lenahan's website
Crissy Shirley, Financial Advisor serving the Alexandria, LA area - Ameriprise Advisors

Crissy Shirley

Financial Advisor

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