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."


Our advisors

Advisor photo for Jeff Roberts

Jeff Roberts

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

Private Wealth Advisor

Founder of MavenCross Wealth Advisors
Learn more about Jeff Roberts
Advisor photo for Vaughn Sparks

Vaughn Sparks

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

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Vaughn Sparks
Advisor photo for Clay Cochran

Clay Cochran

CFP®, ChFC®, MBA, CFS®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Clay Cochran
Advisor photo for Tom Hammett

Tom Hammett

BFA, CFS®, CKA®

Financial Advisor

Certified Fund Specialist
Learn more about Tom Hammett
Advisor photo for Steven Peterson

Steven Peterson

MSF, CRPC, CLTC®

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Steven Peterson
Advisor photo for Shawn Buchanan

Shawn Buchanan

CFP®, ChFC®, CRPC, APMA, CMFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Shawn Buchanan


Our team

Jaclyn Terry JD, FPQP

Jaclyn Terry JD, FPQP

Business Development Specialist,

Operations Manager

Personal Intro

Jaclyn's primary role revolves around handling marketing and practice operations.

Qualifications

  • 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

Roles & Responsibilities

  • Marketing & Social Media
  • Event Planning
  • Client Onboarding
  • Practice Operations
  • Human Resources
View more
Julie Shropshire CRPC, CFS

Julie Shropshire CRPC, CFS

Paraplanner

Personal Intro

Julie's primary role is to provide support for advisors Jeff Roberts and Tom Hammett.

Qualifications

  • 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

Roles & Responsibilities

  • Client Communication
  • Meeting Preparation
  • Meeting Follow-Up
  • Securities Trading and Money Movement
  • Practice Accounting
  • Administrative Support
View more
Mady Santora FPQP, CFS, APMA

Mady Santora FPQP, CFS, APMA

Paraplanner

Personal Intro

Mady's primary role is to provide support for advisor Clay Cochran.

Qualifications

  • FPQP™ Financial Paraplanner Qualified Professional™

  • CFS ® Certified Fund Specialist ®

  • APMA® Accredited Portfolio Management Advisor℠

  • Series 7 & 66 Licenses and Insurance Licenses

  • B.S. Business Admin - The University of South Alabama

Roles & Responsibilities

  • Client Communication
  • Meeting Preparation
  • Meeting Follow-Up
  • Securities Trading and Money Movement
  • Administrative Support
View more
Corrie Eyer FPQP

Corrie Eyer FPQP

Financial Planning Assistant

Personal Intro

Corrie's primary role is to provide support for advisors Alex Gast and Vaughn Sparks.

Qualifications

  • FPQP™ Financial Paraplanner Qualified Professional™

  • B.S. Social Work - The University of Montevallo

Roles & Responsibilities

  • Client Communication
  • Meeting Preparation
  • Meeting Follow-Up
  • Securities Trading and Money Movement
  • Administrative Support
View more
Renee Lay

Renee Lay

Client Service Specialist

Personal Intro

Renee's primary role revolves around client concierge. She is usually the first voice people hear when calling into the office.

Roles & Responsibilities

  • Answering Phones
  • Practice Scheduling
  • Client Communication
  • Client Information Maintenance
  • Electronic Document Storage Maintenance
  • Administrative Support
View more
Doris Williams

Doris Williams

Client Service Specialist

Personal Intro

Doris's primary role is to provide support for advisor Clay Cochran and our Tuscaloosa office.

Roles & Responsibilities

  • Answering Phones
  • Practice Scheduling
  • Client Communication
  • Client Information Maintenance
  • Administrative Support
View more