Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for UDB Financial
Team photo for UDB Financial

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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

Vice President
Learn more about Brian Flynn Visit Brian Flynn's website
Advisor photo for Crissy Shirley

Crissy Shirley

Financial Advisor

Associate Vice President
Learn more about Crissy Shirley Visit Crissy Shirley's website
Advisor photo for Stephen Smith Jr

Stephen Smith Jr

Financial Advisor

Vice President
Learn more about Stephen Smith Jr Visit Stephen Smith Jr's website


Our team

Heather Parker

Heather Parker

Registered Client Service Associate

Martha Bankston

Martha Bankston

Client Service Associate

Monica Meche

Monica Meche

Client Service Associate

Ann Murray

Ann Murray

Client Service Associate

Jessica Magee

Jessica Magee

Client Service Associate