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

Mark McCrocklin, Private Wealth Advisor serving the Shreveport, LA area - Ameriprise Advisors

Mark McCrocklin

MBA, CFP®, CLU®, ChFC®, BFA

Private Wealth Advisor

Managing Partner of Cardinaux Wealth Advisors
Visit Mark McCrocklin's website
Maureen O'Neal, Private Wealth Advisor serving the Shreveport, LA area - Ameriprise Advisors

Maureen O'Neal

MBA, CFP®, CRPC®, CLTC®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Maureen O'Neal's website
Cody King, Private Wealth Advisor serving the Shreveport, LA area - Ameriprise Advisors

Cody King

MS, MPASSM, CFP®, CRPC®, BFA, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Cody King's website
Nicholas Hammond, Associate Financial Advisor serving the Shreveport, LA area - Ameriprise Advisors

Nicholas Hammond

CRPC®, APMA®

Associate Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Nicholas Hammond's website
Jordon Davisson, Associate Financial Advisor serving the Shreveport, LA area - Ameriprise Advisors

Jordon Davisson

CRPC®, APMA®

Associate Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Jordon Davisson'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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Jullianne Parker

Jullianne Parker

Financial Planning Assistant

Qualifications

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

Roles & Responsibilities

  • Team concierge for Maureen
  • Manage client service and experience
  • Asset transfers contact
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Lauren Matthews

Lauren Matthews

Business Development Manager

Qualifications

  • Bachelor of Science in 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

Client Service Coordinator

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 of Business Administration, Louisiana State University Shreveport
  • Master of 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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James Valente

Paraplanner

Josh Miller

Paraplanner

Amber Pesson

Executive Assistant