Our Firm
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help pursue them by our providing sound financial information.
Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does.
Joe Donaldson, Financial Advisor Joe.Donaldson@lpl.com
Joe Donaldson has been helping investors through the process of obtaining financial independence since 2005 so they can focus on the most important things in life.
With the insights and industry knowledge that come with over 20 years in the industry, Joe strives to provide his clients with the information they need to choose suitable investment products and services for their specific financial needs now and in the future. With this goal in mind, Joe is able to incorporate financial planning, retirement planning, estate planning, college planning, wealth management, business strategy and retirement planning.
Joe is originally from Sheffield, Alabama and is a proud graduate of Auburn University where he earned a bachelor's degree in science. He and his wife Jaime have been married for over 19 years and are the parents to three beautiful children, Luke, Ryan and Addy Jane. In his free time, Joe enjoys serving at Church of the Highlands, coaching his children's sports, spending time outdoors and traveling with his family.
Joe sits on the board on a non-profit organization called My Life Speaks that encourages family empowerment and is a past chairman and current member of the Auburn Chamber of Commerce in Auburn, Alabama.
Jay Greene, Financial Advisor Jay.Greene@lpl.com
Jay Greene believes that while every client has unique financial objectives, the most effective wealth management strategies succeed by taking a comprehensive view of the big picture. This holistic, strategy-driven approach—combined with an unwavering commitment to acting in his clients' best interests and delivering highly personalized service—is what distinguishes Jay in the field of financial planning.With more than 15 years of experience serving individuals and families in the Auburn and Opelika area,
Jay is dedicated to helping clients use their wealth to build rich and meaningful lives. He builds lasting relationships founded on collaboration and mutual respect, enabling him to deeply understand each client's needs and aspirations. From there, he crafts tailored plans that may include portfolio management, retirement planning, estate conservation, 529 education savings strategies, and other proven strategies.
A native of Sheffield, Alabama, Jay earned his Bachelor of Science in Management Information Systems from Auburn University. He and his wife, Mandie, have been married for over 20 years and are the parents of Bailey. Outside the office, he enjoys fly fishing, cooking, and quality time with friends and family.
Pam Coburn, Client Services Manager Pam.Coburn@lpl.com
Pam enjoys working along side Joe and Jay in building relationships that assist clients in their financial growth while building confidence with a true willingness to help the clients pursue their financial goals.
Originally from Columbus, Georgia, Pam moved to the city of Auburn where she began her professional career in the field of dentistry and earned a degree in dental hygiene. Since then, she has developed many lasting community relationships and memories.
Pam is married to Tommy Coburn, and they have one son, Clay who is married to Nikki. As a former gymnast, Pam also coached AHS cheerleaders and continues to stay involved judging national events. In her free time, Pam enjoys spending time with family at Lake Martin and all things Auburn. She is also the proud dog parent to her rescue dogs, Buddy and Bo.