Our Team

Our Team

Danita Shoulders

CLIENT SERVICES SPECIALIST

Danita has more than 20 years of financial experience. She began her career in the banking world, but a desire to learn more about investments, and her excitement about the industry’s growth, led her to shift focus. Now she supports people who are working toward their financial goals. Danita is happiest when she’s meeting the needs of clients and cultivating relationships with them, which is something she does in her client support role every day.

As a graduate from the University of North Alabama who grew up in Decatur, Danita has strong ties to the community. She lives in Athens, AL with her husband and 11-year-old son, Brayden. Spending time with family, going to church, and contributing to the local community are all very important to her. She also supports the United Way, Boys & Girls Club of Alabama, and other organizations. When not serving clients or her community, Danita enjoys shopping, reading, decorating, and traveling.

EDUCATION & QUALIFICATIONS

EDUCATION:
Calhoun Community College
University of North Alabama

OUR TEAM

Joseph Montgomery

Joseph Montgomery

Managing Partner

Learn more
Taylor Roberts

Taylor Roberts

Managing Partner

Learn more
Chris Story

Chris Story

Managing Partner

Learn more
Beau Jones

Beau Jones

Managing Partner

Learn more