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."
Julie joined the practice in May 2006 and has many different responsibilities.
Jaclyn joined the practice in November 2018 and has many different roles.
Mady joined the practice in July 2019. Her primary role is to provide support for advisor Clay Cochran.
Corrie joined the practice in April 2017. Her primary role is to provide support for advisor Vaughn Sparks.
Renee joined the practice in April 2005. She is usually the first voice people hear when they call the office.
Doris has worked for Ameriprise since 1978 and joined the practice in August 2016. She provides support for our Tuscaloosa office.
After you complete the form below, we will contact you to set up a no-obligation, complimentary consultation. During our meeting, we'll discuss your financial goals, the personalized advice we provide, and the costs associated. We look forward to meeting you and discussing your financial future.
All fields are required.
Ameriprise Financial understands that privacy and security are important to you. We will only use the information you are providing to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts.
Direct URL to this form: https://www.ameripriseadvisors.com/team/mavencross-wealth-advisors/?openFormModal=request-contact
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
This offer is only valid in the United States.
Please do not submit account or other confidential information via this form.
Consult with your tax advisor or attorney regarding specific tax issues.
corporate entities and important disclosures | website rules and regulations | privacy and security center | about email fraud
Your message has been sent successfully.
Thank you for requesting a consultation.
We will contact you to set up a complimentary meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice we provide if you decide to work with us.
Prepare for your consultation by reviewing our pre-meeting checklist and discussion guide.
We look forward to helping you achieve your financial goals.
This offer is valid only in the United States.
Your message was not sent.
Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2022 Ameriprise Financial, Inc. All rights reserved.
If you have friends or family members who could benefit from personalized financial advice to reach their goals, please let them know about our practice. When you refer us, they will receive an email with a link to our website where they can learn about what it’s like to work with us and reach out for a complimentary initial consultation, if they choose. Thanks again for trusting us to help you achieve your financial goals.
The person you refer will receive an email with a link to visit our website and contact us for a complimentary consultation, if they choose. We will be notified of your referral with your friend's contact information and may reach out to them directly.
Direct URL to this form: https://www.ameripriseadvisors.com/team/mavencross-wealth-advisors/?openFormModal=referral
Your referral will receive an email with a link to visit our website and contact us for a complimentary consultation form. We will be notified of your referral with your friend's contact information and may reach out to them directly.
Ameriprise Financial Services, LLC. Member FINRA and SIPC. Privacy and Security Center, Online Security Guarantee and About Email Fraud.
© 2005 - 2022 Ameriprise Financial, Inc.