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.
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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.
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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.
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If you have friends or family members who have financial questions or could use a second set of eyes, 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 consultation, if they choose. We look forward to the opportunity to help your friend or family members achieve their financial goals.
Thank you.
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.
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