Investment management & Financial consulting

UDB Financial

Our Team

Michael Upton & Lori Decker

Michael Upton, AAMS, AIF® Partner and Co-Founder mike.upton@lpl.com A native of Alexandria, LA and a 1990 graduate of LSU with a BA in Political Science, Michael has been ...

Jeff Draughon & Crissy Shirley

Jeff Draughon, AAMS Partner and Co-Founder jeff.draughon@lpl.com Born and raised in Alexandria, Jeff received his bachelor’s degree from LSU (1991) and his master’s degree from the United States ...

Joseph O Bollinger Jr. & Heather Parker

Joey Bollinger, MBA, AAMS Partner and Co-Founder joey.bollinger@lpl.com Joey has been a resident of Alexandria since 1989. He and his wife, Gina have been married since 1993. Joey ...

Stan Bollinger & Finessa Parsons

Stan Bollinger Financial Consultant stanley.bollinger@lpl.com Stan joined the firm as an LPL Investment Registered Representative in 2003. His goal with the firm is to guide each client to ...

John Lenahan & Shirley Laurence

John Lenahan, CFP® CERTIFIED FINANCIAL PLANNER™ Professional john.lenahan@lpl.com A native of Vernon Parish, John has been serving the financial needs of the community for 28+ years.  A graduate ...

Sam Marino, Tony Ragusa, Monica Meche

Sam Marino,  AIF® Financial Consultant sam.marino@lpl.com Sam has been a lifelong resident of Baton Rouge.  He and his wife Paula have been married since 1984.  Sam and Paula ...

Cindy Upton Peaslee

Operations Manager

Cindy joined UDB Financial in September 2006. She is the Office Administrator, handling internal administrative duties as well as Human Resources. Prior to coming to UDB, Cindy was the ...

Martha Bankston

Administrative Associate

Martha joined UDB Financial in September 2006. She is an Administrative Associate. She is responsible for all initial client contact, customer service, banking matters and scheduling. Martha is a ...

Stan Bollinger was recognized as a top financial advisor & named to the LPL Financial Director's Club.

• Stan Bollinger,

Financial Consultant

Press Releases
03
Mar
Upton, Draughon & Bollinger Recognized as Top Financial Advisors by LPL Financial

Michael Upton, Jeff Draughon & Joey Bollinger, independent LPL financial advisors at UDB Financial, today ...read more

03
Mar
John Lenahan Recognized as a Top Financial Advisor by LPL Financial

John Lenahan, an independent LPL financial advisor at UDB Financial, today announced that he was ...read more

30
Aug
LPL Financial 2013 National Conference

UDB Financial Attends LPL Financial 2013 National Conference, A Leading Financial Services Event Focused on ...read more

News
  • Mar 03
    - Upton, Draughon & Bollinger Recognized as Top Financial Advisors by LPL Financial
  • Mar 03
    - John Lenahan Recognized as a Top Financial Advisor by LPL Financial
  • Aug 30
    - LPL Financial 2013 National Conference

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