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.


Our advisors

Mark McCrocklin

Mark McCrocklin

CFP®, MBA, CLU®, ChFC®, BFA

Private Wealth Advisor

Managing Partner
Learn more about Mark McCrocklin Visit Mark McCrocklin's website
Maureen O'Neal

Maureen O'Neal

MBA, CRPC®, CLTC®, APMA®

Financial Advisor

Learn more about Maureen O'Neal Visit Maureen O'Neal's website
Cody King

Cody King

MS, CFP®, CRPC®, BFA, APMA®

Financial Advisor

Learn more about Cody King Visit Cody King's website
Sheri Wilson

Sheri Wilson

CRPC®

Associate Financial Advisor

Learn more about Sheri Wilson Visit Sheri Wilson's website

Our 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

  • Bachelors of Science, Finance, Louisiana Tech Univeristy - 2016
  • 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

  • Client concierge for Maureen
  • Manage client service and experience
  • Asset transfers contact
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Nick Hammond

Nick Hammond

Financial Planning Assistant

Qualifications

  • Bachelors of Science, Business Administration with concentration in Finance, Centenary College of Louisiana
  • Series 7

Roles & Responsibilities

  • Team Concierge for Mark
  • Client Meeting Liaison
  • Manage Client Service and Experience
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Jordon Davisson

Jordon Davisson

Financial Planning Assistant

Qualifications

  • Bachelor of Science, Math and Physics with concentration in Mathematics, Louisiana State University
  • Series 7

Roles & Responsibilities

  • Team Concierge for Maureen
  • Client Meeting Liaison
  • Manage Client Service and Experience
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Kathy Levingston

Kathy Levingston

Client Service Coordinator

Qualifications

  • Bachelor of Arts, Psychology, Louisiana Tech University
  • Louisiana Notary Public
  • Louisiana Insurance License

Roles & Responsibilities

  • Client concierge for both Mark and Maureen
  • Manage client service and experience
  • Senior insurance specialist
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Victoria Jackson

Victoria Jackson

Executive Assistant

Qualifications

  • Bachelors of Science, Business Administration, Northwestern State University
  • Master of Business Administration, Louisiana State University Shreveport

Roles & Responsibilities

  • Team Hospitality Coordinator
  • Client Service Scheduling
  • Client Data Specialist
  • Managerial Assistant
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Lauren Prochaska

Lauren Prochaska

Business Development Manager

Qualifications

  • Bachelor of Health Science with concentration in Community and Public Health, DePaul University

Roles & Responsibilities

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

Client Service Coordinator