MavenCross Wealth Advisors® represents 142 years of combined experience in the financial services industry. We believe everyone wants an amazing relationship with a financial advisor, they just don’t know where to turn.
Our team is passionate about delivering personalized financial advice to help clients at any stage of life. Together we will define your goals, create a detailed plan to address your specific situation, track your progress, make ongoing recommendations, and provide financial education to help prepare you for whatever life brings. We want to make it simple and achievable.
Our practice vision is clear... "To be the obvious choice for guiding clients to joyfully steward their resources."
Jaclyn's primary role revolves around handling marketing and practice operations.
FPQP™ Financial Paraplanner Qualified Professional™
Alabama Law License
JD - Samford University's Cumberland School of Law
B.A. Political Science & Journalism - The University of Alabama
Julie's primary role is to provide support for advisors Jeff Roberts and Tom Hammett.
CRPC ® Chartered Retirement Planning Counselor ®
CFS ® Certified Fund Specialist ®
Series 7 & 66 Licenses
Life, Accident, and Health Insurance License
B.S. Accounting - Jacksonville State University
Mady's primary role is to provide support for advisor Clay Cochran.
APMA® Accredited Portfolio Management Advisor℠
Series 7 & 66 Licenses and Insurance Licenses
B.S. Business Admin - The University of South Alabama
Corrie's primary role is to provide support for advisors Alex Gast and Vaughn Sparks.
B.S. Social Work - The University of Montevallo
Renee's primary role revolves around client concierge. She is usually the first voice people hear when calling into the office.
Doris's primary role is to provide support for advisor Clay Cochran and our Tuscaloosa office.
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