With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.

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Team photo

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Our advisors

Stuart Mackenzie

CFP®, CRPC, CLTC®, CKA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Stuart Mackenzie Visit Stuart Mackenzie's website

Wendy Thomas

CRPC

Financial Advisor

Learn more about Wendy Thomas Visit Wendy Thomas's website


Our team

Regina Parks

Regina Parks

Paraplanner

Qualifications

  • Mississippi State University - Bachelor of Business / Accounting
  • Series 7 Securities License
  • MS Life and Health Insurance License
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Kim MacKenzie

Kim MacKenzie

Assistant

Qualifications

  • Mississippi State University - Bachelor of Marketing
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Virginia Roby

Virginia Roby

Client Relationship Manager

Qualifications

  • Mississippi State University - B.S. Education
  • University of Mississippi - MA Education
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Sheridan Mitchell

Sheridan Mitchell

Operations Manager,

Paraplanner

Qualifications

  • Mississippi State University, Bachelors of History
  • Mississippi State University, Masters of Clinical Psychology
  • Series 7 Securities License
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Leslie Grantham

Leslie Grantham

Client Service Manager

Qualifications

  • B.A. Mississippi State University, 1993
  • Associate of Risk Management
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Nicole Wofford

Nicole Wofford

Client Service Coordinator

Qualifications

  • Graduate French Camp Academy

  • Teacher, First Presbyterian Day School, Kosciusko

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