Seven Oaks Advisory Group

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Seven Oaks Advisory Group
Team photo for Seven Oaks Advisory Group

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Advisors

Advisor photo for Stuart Mackenzie

Stuart Mackenzie

CFP®, CRPC, CLTC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Stuart Mackenzie's website
Advisor photo for Steve Rawson

Steve Rawson

Financial Advisor

Visit Steve Rawson's website
Advisor photo for Wendy Thomas

Wendy Thomas

CRPC

Financial Advisor

Visit Wendy Thomas's website
Advisor photo for Austin Parker

Austin Parker

Financial Advisor

Visit Austin Parker's website


Team

Sheridan Mitchell

Sheridan Mitchell

Operations Manager,

Paraplanner

Qualifications

  • Mississippi State University, Bachelors of History
  • Mississippi State University, Masters of Clinical Psychology
  • Series 7 Securities License
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Leslie Grantham

Leslie Grantham

Client Service Manager

Qualifications

  • B.A. Mississippi State University, 1993
  • Associate of Risk Management
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Nicole Wofford

Nicole Wofford

Client Service Coordinator,

Marketing Manager

Qualifications

  • Graduate French Camp Academy

  • Teacher, First Presbyterian Day School, Kosciusko

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Kim MacKenzie

Kim MacKenzie

Assistant

Qualifications

  • Mississippi State University - Bachelor of Marketing
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