MavenCross Wealth Advisors® represents over 150 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 strive to provide all clients with exceptional service, while making financial planning simple and achievable.
Our practice vision is clear... "To be the obvious choice for guiding clients to joyfully steward their resources."
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Jaclyn's primary role revolves around handling practice operations and marketing activities.
FPQP™ Financial Paraplanner Qualified Professional™
Alabama Law License
JD - 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 / Series 66 / Insurance Licenses
B.S. Accounting - Jacksonville State University
Mady's primary role is to provide support for advisor Clay Cochran.
APMA™ Accredited Portfolio Management Advisor™
B.S. Business Administration - The University of South Alabama
Molly's primary role is to provide support for advisor Vaughn Sparks.
B.S. Political Science - Louisiana State University
Ryan's primary role is to handle the financial planning process and provide support for all advisors in the practice.
B.S. Finance and Business Management - The University of Alabama
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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