Compassionate and detail-oriented, Allison helps clients identify and prioritize their life goals, such as funding their children’s educations, preparing for retirement, and leaving a continued family legacy. She then personalizes a long-term investment plan designed to achieve these critical milestones.

Today, Allison serves as Partner at Upland Wealth Advisors. Prior to that, Allison launched Marcus, Inman & Daniels Wealth Advisors with her partners, John and Scott, after working as a Financial Advisor for Raymond James since 2010. She began her financial services career when she joined Morgan Keegan's Memphis, Tennessee home office in 2006 working in Institutional Equity Trading. Allison earned her Bachelor of Arts from the University of Mississippi, where she was a member of the Phi Mu Fraternity and University Panhellenic Council. She is credentialed as an Accredited Investment Fiduciary and PIM Portfolio Manager. Allison’s contributions helped Upland Wealth Advisors get recognized as a Forbes Best-In-State Wealth Management Teams in 2023, 2024 and 2025. She was also recognized as Forbes Best-In-State Top Women Wealth Advisors in 2025.

Active in her community, Allison has served on various committees and boards with the Junior League of Albany, Flint RiverQuarium, American Cancer Society, Albany Advocacy Resource Center, Dougherty Leadership Development Institute, Leadership Albany and the Amateur Field Trial Clubs of America. She currently serves on the Andrew College Board of Trustees and is an active member of The Charity League of Albany, Georgia.

Originally from Memphis, Tennessee, Allison today lives in Dawson, Georgia, with her husband, Jamie, and their two children, Rose Marie and Thomas. Jamie is a Land Consultant and Professional Dog Trainer. Outside of her work and volunteer activities, Allison enjoys traveling, cooking, and spending time outdoors with her family and their animals.

<sub>2025 Forbes Best-In-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23-3/31/24 (Source: Forbes.com). 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22-3/31-23 (Source: Forbes.com). 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21-3/31/22 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice ad based solely on the disclosed criteria.

2025 Forbes Top Women Wealth Advisors: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23-9/30/24 (Source: Forbes.com). The Forbes Top Women Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.</sub>

John believes in relationships built on trust, a belief that enables him to better manage his clients’ finances and preserve those finances through their retirement. He thrives in the evolving landscape of investment services and enjoys connecting with those he serves to help them achieve their financial goals.

Today, John serves as the Registered Principal and a Partner at Upland Wealth Advisors. Prior to that, John established Marcus, Inman & Daniels Wealth Advisors with his partners, Allison and Scott, after working for Raymond James for nearly a decade. John graduated from Valdosta State University in 2010 with a Bachelor of Business Administration with a concentration in Finance. During his time at Valdosta State, he was a member of Kappa Sigma Fraternity. John is credentialed as an Accredited Investment Fiduciary and a PIM Portfolio Manager. John’s contributions helped Upland Wealth Advisors get recognized as a Forbes Best-In-State Wealth Management Teams in 2023, 2024 and 2025.  He was also recognized as a Forbes Best-In-State Top Next-Gen Wealth Advisors in 2023 and 2024.

A fifth-generation Albanian, John has deep roots in his community. He contributes to Albany and strives to help improve the community through his participation and graduations in organizations such as Leadership Albany and Young GameChangers. He has served on various boards including the Boys and Girls Clubs of Albany and currently serves on the Albany Economic Development Committee. He has settled in Albany with his wife, Beverly, their daughters, Abigail and Harper, and their Labradoodle, Paisley. He is a member of First Methodist Church of Albany. John enjoys fishing, hunting and, most importantly, spending time with his family and friends.


<sup><sub>2025 Forbes Best-In-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23-3/31/24 (Source: Forbes.com).  2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22-3/31-23 (Source: Forbes.com). 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21-3/31/22 (Source: Forbes.com).  The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice ad based solely on the disclosed criteria.

2024 Forbes Best-In-State Top Next-Gen Wealth Advisors: Awarded August2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23-3/31/24 (Source: Forbes.com). 2023 Forbes Best-In-State Top Next-Gen Wealth Advisors: Awarded August 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22-3/31-23 (Source: Forbes.com).  The Forbes Top Next-Gen Wealth Advisors Best-In-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC.  Investment performance is not a criterion.  Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.</sub></sup>

Victor C. Sullivan, IV has been a Financial Advisor since 2009. His career began with Wells Fargo Advisors, and in 2019, he co-founded Upland Wealth Advisors as its President. Helping clients develop and implement long-term strategies for building, preserving, and transitioning their wealth is what he enjoys the most. His comprehensive approach to wealth management, attention to detail, and high level of professional service provide his clients with the time to focus on what matters most to them.

Victor holds a degree in Financial Planning from the University of Georgia and has been recognized on the Platinum Council within Wells Fargo Advisors Financial Network for 2021 and 2022.  With an emphasis on continuing education, he has also earned the CERTIFIED FINANCIAL PLANNER® professional designation from the College for Financial Planning and the Certified Retirement Counselor® designation from the International Foundation for Retirement Education.

Active in the local community, Victor participates in many civic and community organizations, including the Artesian City Sertoma Club and Covenant Presbyterian Church. Victor is a 2018 Leadership Albany graduate. An avid outdoorsman, he is passionate about wildlife conservation and is a dedicated supporter of conservation organizations. Victor and his wife Katie, met while attending the University of Georgia. They have two sons, Lyle and Paul. 

Why work with a Financial Advisor who holds the CERTIFIED FINANCIAL PLANNER® designation?

When you work with a Financial Advisor who holds the CERTIFIED FINANCIAL PLANNER® designation, you work with advisors who follow a strict Code of Ethics, Rules of Conduct, and Practice Standards. Additionally, CFP® professionals remain current with changes in the financial planning field because they must pass a comprehensive financial planning examination and complete a minimum of 30 hours of continuing education every two years.

The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism.  Additional consideration may have included best practices and team structures.

This information is intended for use only by residents of AL, AZ, CA, CO, FL, GA, IA, IN, KY, LA MA, ME, MI, MO, MS, NC, NY, OH, SC, TN, TX, VA and WA.

David Guillebeau’s career in finance began immediately after college as a retail and commercial lender.  He transitioned to the investment side of banking in 2011. David has almost 40 years of experience in the financial services arena. 

David’s work in both areas has given him a unique perspective and an understanding of the importance of a comprehensive approach to financial management.  David knows that trust is the key when choosing a financial advisor, and he values the trust that his clients have in him.  He helps his clients through all aspects of life, focusing on their personal needs and goals during each stage of life and enjoys engaging with them to facilitate and implement an investment plan that will help carry them through retirement.

David is a graduate of the University of Georgia with a degree in Finance; he also graduated from LSU’s Graduate School of banking.  He continues to be an active member of the Albany community and has served as President of the American Cancer Society, President of the Albany Rotary Club, and as a deacon and elder of Covenant Presbyterian Church.

David has been married to his wife, Janet, since 1984.  They feel blessed that their two daughters and their husbands have returned to Albany to raise their families.  David’s hobbies include playing golf, wing shooting, and reading.  He is also an avid Georgia Bulldog supporter and cheers on the Dawgs in all sports.  However, his most cherished times are those spent with his family.

Lee’s role at Upland Wealth Advisors is to help clients identify what is most important to them, design a plan to pursue their goals, and strategically implement that plan. Whether it be individuals, families, or businesses, Lee is committed to helping his clients navigate the complex landscape of investment planning. With a servant’s heart, Lee approaches every relationship with care and integrity with the sole purpose of providing clarity and confidence in every investment plan.

Originally from Albany, Georgia, Lee is a graduate of Birmingham-Southern College, where he received a Bachelor of Science in Business Administration. Additionally, Lee obtained his MBA degree from The University of Alabama at Birmingham. Prior to joining Upland Wealth Advisors, he spent five years serving an independent third-party administrator focused on employer-sponsored retirement plans covered by ERISA.

Lee and his wife, Sarah, live in Albany, Georgia and have a son named Thomas. Sarah is a nurse practitioner at The Veranda Medical Group, and together they enjoy their church, traveling, fishing and playing golf.

As a Registered Client Associate, Lisa’s role is to assist our team in all areas of client services and operations.

Lisa’s 20+ years in the banking and finance industry allows her to be a resource for clients as well as our team members, while prioritizing exceptional client service. Lisa received her bachelor’s degree in business administration from Valdosta State University and recently became registered by passing her SIE, Series 7, and Series 66 Exams.

Lisa and her husband, Brian, are both Albany natives and live here with their youngest daughter, Polly, while their oldest daughter, Ava, is currently attending college in Athens, Georgia. When not working, Lisa enjoys painting, saltwater fishing, and traveling.

Tiffany Bowles’ role, as a Senior Administrative Associate, assists with the delivery and implementation of client service needs. 

Prior to joining Wells Fargo Advisors in 2012, she worked for Regions Bank for 10 years and held positions from Bank Teller to Assistant Branch Manager.  In 2019, she joined Upland Wealth Advisors.  She has been in the financial industry since 2001. She is passionate about client service and helping others, as she is the fundamental touchpoint. It gives her great fulfillment to help people as they’re on life’s journey.

As a working mom, with a very active son and a cherished bonus daughter, she understands keeping her goals concise and focusing on streamlining life as much as possible. She attends Grace City church and resides in Lee County, GA with her husband BJ Bowles, and her son Rylend. She enjoys Barre and Pilates and beams with pride watching her son hone his golf skills, a future pro in the making. Meanwhile, her bonus daughter, Maya, is working her magic as a cosmetologist. Family, fitness, and finance fuel her days.

Kiersten has a strong background in customer service and administration, allowing her to build meaningful relationships with both clients and colleagues. She enjoys creating a welcoming environment where everyone feels cared for and appreciated.

Kiersten earned her Bachelor’s degree in Business Administration from Georgia Southwestern State University. A Leesburg, GA native, she and her husband, Cole still reside in Leesburg and attend Sherwood Baptist Church. Together they have a Golden Retriever named Sandy, who is their pride and joy. Outside of work, Kiersten enjoys spending time with family and friends, traveling, and cheering on the Georgia Bulldogs and the Atlanta Braves.

Alden’s role, as a Client Associate, is to assist our team in all areas of client services and operations.

With a strong background in customer service and a passion for creating positive client experiences, Alden brings reliability, professionalism, and a warm, client-focused approach to every interaction.

Originally from Byron, Georgia, Alden is a proud graduate of Georgia Southern University, where she earned her bachelor’s degree in public relations. Now living in Albany, she is excited to grow both personally and professionally in her new community. Outside of work, Alden enjoys spending time with friends and family, traveling to new places, and spoiling her shih tzu, Phoebe and her English cocker, Komo.