UDB Financial

Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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Team photo for UDB Financial
Team photo for UDB Financial

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Advisors

Advisor photo for Michael Upton

Michael Upton

AAMS®

Financial Advisor

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

Joey Bollinger

MBA, AAMS®

Financial Advisor

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

Jeff Draughon

AAMS®

Financial Advisor

Managing Director
Visit Jeff Draughon's website
Advisor photo for Brian Flynn

Brian Flynn

Financial Advisor

Vice President
Visit Brian Flynn's website
Advisor photo for Lori Decker

Lori Decker

CMFC

Financial Advisor

Associate Vice President
Visit Lori Decker's website
Advisor photo for Crissy Shirley

Crissy Shirley

Financial Advisor

Associate Vice President
Visit Crissy Shirley's website
Advisor photo for Brad Fream

Brad Fream

Financial Advisor

Visit Brad Fream's website
Advisor photo for Sam Marino

Sam Marino

Financial Advisor

Vice President
Visit Sam Marino's website
Advisor photo for Stephen Smith Jr

Stephen Smith Jr

Financial Advisor

Vice President
Visit Stephen Smith Jr's website


Team

Heather Parker

Heather Parker

Registered Client Service Associate

Martha Bankston

Martha Bankston

Client Service Associate

Ann Murray

Ann Murray

Client Service Associate

Jessica Magee

Jessica Magee

Client Service Associate

Monica Meche

Monica Meche

Client Service Associate