MavenCross Wealth Advisors®represents 137 years of combined advisor experience in financial planning. We believe everyone wants an amazing relationship with a financial advisor, they just don't know where to turn. Our team of advisors shares a passion for delivering personalized financial advice to help clients achieve their goals. Together we determine your goals, create a plan, track your progress, and make ongoing recommendations to prepare you for whatever life brings.

Our practice vision is very clear . . . "To be the obvious choice for guiding clients to joyfully steward their resources."


Our advisors

Jeff Roberts, Private Wealth Advisor serving the Birmingham, AL area - Ameriprise Advisors

Jeff Roberts

BFA, ChFC®, CRPC®, CFS®, CKA®, APMA®, AEP®

Private Wealth Advisor

Founder of MavenCross Wealth Advisors
Learn more about Jeff Roberts
Clay Cochran, Private Wealth Advisor serving the Birmingham, AL area - Ameriprise Advisors

Clay Cochran

CFP®, ChFC®, MBA, CFS®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Clay Cochran
Vaughn Sparks, Financial Advisor serving the Birmingham, AL area - Ameriprise Advisors

Vaughn Sparks

CFP®, CRPC®, APMA®, ADPA®, CFS®, AEP®, BFA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Vaughn Sparks
Tom Hammett, Financial Advisor serving the Birmingham, AL area - Ameriprise Advisors

Tom Hammett

BFA, CFS®, CKA®

Financial Advisor

Certified Fund Specialist
Learn more about Tom Hammett
Steven Peterson, Financial Advisor serving the Birmingham, AL area - Ameriprise Advisors

Steven Peterson

MSF, CRPC®, CLTC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Steven Peterson
Alex Gast, Financial Advisor serving the Birmingham, AL area - Ameriprise Advisors

Alex Gast

BFA, CFS®

Financial Advisor

Certified Fund Specialist
Learn more about Alex Gast
Shawn Buchanan, Financial Advisor serving the Birmingham, AL area - Ameriprise Advisors

Shawn Buchanan

CFP®, ChFC®, CRPC®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Shawn Buchanan

Our team

Julie Shropshire CRPC<sup>®</sup>, CFS<sup>®</sup>

Julie Shropshire CRPC®, CFS®

Paraplanner

Personal Intro

Julie joined the practice in May 2006 and has many different responsibilities.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor®
  • CFS® Certified Fund Specialist®
  • FINRA Series 7
  • FINRA Series 66
  • Life and Health Insurance License
  • BS in Accounting - Jacksonville State University

Roles & Responsibilities

  • Client Communication
  • Meeting Preparation
  • Meeting Follow-Up
  • Securities Trading and Money Movement
  • Practice Accounting
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Jaclyn Terry JD, FPQP™

Jaclyn Terry JD, FPQP™

Business Development Specialist

Personal Intro

Jaclyn joined the practice in November 2018 and has many different roles.

Qualifications

  • FPQP™ Financial Paraplanner Qualified Professional™
  • AL Law License
  • JD - Cumberland School of Law
  • BA in Political - The University of Alabama
  • B.Comm in Journalism - The University of Alabama

Roles & Responsibilities

  • Marketing
  • Social Media
  • Event Planning
  • Client Onboarding
  • Practice Operations and Reports Tracking
  • Human Resources
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Mady Smith FPQP™

Mady Smith FPQP™

Paraplanner

Personal Intro

Mady joined the practice in July 2019. Her primary role is to provide support for advisor Clay Cochran.

Qualifications

  • FPQP™ Financial Paraplanner Qualified Professional™
  • FINRA Series 7
  • FINRA Series 66
  • Life and Health Insurance License
  • BS in Business Admin - The University of South Alabama

Roles & Responsibilities

  • Client Communication
  • Meeting Preparation
  • Meeting Follow-Up
  • Securities Trading and Money Movement
  • Admin Support
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Corrie Eyer FPQP™

Corrie Eyer FPQP™

Financial Planning Assistant

Personal Intro

Corrie joined the practice in April 2017. Her primary role is to provide support for advisor Vaughn Sparks.

Qualifications

  • FPQP™ Financial Paraplanner Qualified Professional™
  • BS in Social Work - University of Montevallo

Roles & Responsibilities

  • Client Communication
  • Meeting Preparation
  • Meeting Follow-Up
  • Admin Support
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Renee Lay

Renee Lay

Client Service Specialist

Personal Intro

Renee joined the practice in April 2005. She is usually the first voice people hear when they call the office.

Roles & Responsibilities

  • Practice Scheduling
  • Electronic Document Storage Maintenance
  • Client Information Maintenance
  • Admin Support
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Doris Williams

Doris Williams

Client Service Specialist

Personal Intro

Doris has worked for Ameriprise since 1978 and joined the practice in August 2016. She provides support for our Tuscaloosa office.

Roles & Responsibilities

  • Practice Scheduling
  • Client Communication
  • Admin Support
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