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

Michael Upton

AAMS

Financial Advisor

Managing Director
Learn more about Michael Upton Visit Michael Upton's website

Joey Bollinger

MBA, AAMS

Financial Advisor

Managing Director
Learn more about Joey Bollinger Visit Joey Bollinger's website

Jeff Draughon

AAMS

Financial Advisor

Managing Director
Learn more about Jeff Draughon Visit Jeff Draughon's website

Sam Marino

Financial Advisor

Vice President
Learn more about Sam Marino Visit Sam Marino's website

Lori Decker

CMFC

Financial Advisor

Associate Vice President
Learn more about Lori Decker Visit Lori Decker's website

Brian Flynn

AAMS

Financial Advisor

Associate Vice President
Learn more about Brian Flynn Visit Brian Flynn's website

John Lenahan

CFP®

Financial Advisor

Associate Vice President
Learn more about John Lenahan Visit John Lenahan's website

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