Our advisors

Mark McCrocklin

Mark McCrocklin

Private Wealth Advisor

Learn more about Mark McCrocklin
Maureen O'Neal

Maureen O'Neal

Financial Advisor

Learn more about Maureen O'Neal
Cody King

Cody King

Associate Financial Advisor

Learn more about Cody King

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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Sheri Wilson

Sheri Wilson

Paraplanner

Qualifications

  • FINRA Series 7 License, General Securities Representative Examination
  • FINRA Series 66 License, Uniform Combined State Law Examination
  • Louisiana Insurance License - Accidental, Health, Life, and Variable

Roles & Responsibilities

  • Client concierge for Mark
  • Licensed security and business processing specialist
  • Estate settlement contact
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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

Roles & Responsibilities

  • Team Concierge
  • Client Meeting Liaison
  • Client Service Assistant
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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

Roles & Responsibilities

  • Team Concierge
  • Client Meeting Liaison
  • Client Service Assistant
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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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Jeanette Struggs

Jeanette Struggs

Client Service Coordinator

Qualifications

  • Louisiana Life Insurance License

Roles & Responsibilities

  • Team hospitality coordinator
  • Client service scheduling
  • Client data specialist
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Victoria Jackson

Executive Assistant

Qualifications

  • Bachelors of Science, Business Administration, Northwester State University

Roles & Responsibilities

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