Cardinaux Wealth Advisors

While advising clients can take many avenues, our team shares a common vision: to help clients develop clear direction for their finances and their life by providing guidance along the way.

That’s why we are Cardinaux Wealth Advisors. We believe what sets us apart are our skills, our values, and our commitment to excellence. While others may focus solely on your portfolio, we look to provide personalized advice customized to your total financial situation.

Real. Clear. Direction.


Advisors

Maureen O'Neal

Maureen O'Neal

MBA, CFP®, CRPC®, CLTC®, APMA®

Private Wealth Advisor

Visit Maureen O'Neal's website
Cody King

Cody King

MS, MPASSM, CFP®, CRPC®, BFA

Private Wealth Advisor

Visit Cody King's website
Sheri Wilson

Sheri Wilson

CRPC®

Associate Financial Advisor

Visit Sheri Wilson's website

Team

Renisha Sanders

Renisha Sanders

Operations Manager

Qualifications

  • Bachelor of Science, Biology, Louisiana State University
  • Louisiana Notary Public

Roles & Responsibilities

  • Supervisor of team and office
  • Organization of internal and external processes
  • Strategic development
  • Facilitation of team-wide practice compliance
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Nick Hammond

Nick Hammond

Paraplanner

Qualifications

  • Bachelors of Science, Business Administration, Centenary College
  • FINRA Series 7 - General Securities Representative Exam
  • FINRA Series 66 - Uniform Combined State Law Exam
  • Louisiana Life and Health Insurance License
  • Chartered Retirement Planning Counselor (CRPC)

Roles & Responsibilities

  • Team concierge for Mark and Cody
  • Client meeting liaison
  • Manage client service and experience
  • Insurance contact
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Jordon Davisson

Jordon Davisson

Paraplanner

Qualifications

  • Bachelors of Science, Mathematics, Louisana State University
  • FINRA Series 7 - General Securities Representative Exam
  • FINRA Series 66 - Uniform Combined State Law Exam
  • Louisiana Life and Health Insurance License
  • Chartered Retirement Planning Counselor (CRPC)

Roles & Responsibilities

  • Team concierge for Maureen
  • Client meeting liaison
  • Manage client service and experience
  • Insurance contact
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Jullianne Parker

Jullianne Parker

Financial Planning Assistant

Qualifications

  • FINRA Series 6 - Investment Company and Variable Contracts Products Representative Exam
  • FINRA Series 63 - Uniform Securities Agent State Law Exam
  • Louisiana Life and Health Insurance License
  • Bachelors of Science, Finance, Louisiana Tech University

Roles & Responsibilities

  • Client concierge for Maureen
  • Manage client service and experience
  • Asset transfers contact
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Lauren Prochaska

Lauren Prochaska

Business Development Manager

Qualifications

  • Bachelor of Science, Community and Public Health, DePaul University

Roles & Responsibilities

  • Client service scheduling
  • Plan and oversee seminars and events
  • Client referral contact
  • Manage practice website and social media accounts
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Krystle Fobes

Krystle Fobes

Client Service Coordinator

Qualifications

  • 5 years of experience in the client service industry.

Roles & Responsibilities

  • Client service scheduling
  • Client data specialist
  • Practice supply manager
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Brittany Peevy

Brittany Peevy

Financial Planning Assistant

Qualifications

  • Associate in Healthcare Management, Bossier Parish Community College

Roles & Responsibilities

  • Client concierge for Mark
  • Client meeting liaison
  • Manage client service and experience
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Dragan Matic

Dragan Matic

Financial Planning Assistant

Qualifications

  • Bachelor in Business Administration, Louisiana State University Shreveport
  • Master in Business Administration, Louisiana State University Shreveport

Roles & Responsibilities

  • Team concierge for Mark and Cody
  • Client meeting liaison
  • Manage client service and experience
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