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Our Team
 

Michael Upton, AAMS
Partner and Co-Founder

Jeffrey L. Draughon, AAMS
Partner and Co-Founder

Joseph O. Bollinger Jr., MBA AAMS
Partner and Co-Founder

Stanley Bollinger
Financial Consultant

John Lenahan, CFP®
Financial Consultant
 

Sam Marino
Financial Consultant

 
Heather Parker
Client Services Associate

 
Crissy Shirley
Account Executive

Shirley Laurence

Client Services Associate


Cindy Upton Peaslee
Operations Manager
 
Martha Bankston
Administrative Associate

Monica Meche
Client Services Associate

Lori Decker, CMFC®
Account Executive

Donovan B. Touchet, MBA
Marketing Associate
Finessa Parsons
Finessa Parsons
Client Services Associate