Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Seven Oaks Advisory Group
Team photo for Seven Oaks Advisory Group

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Our advisors

Advisor photo for Stuart Mackenzie

Stuart Mackenzie

CFP®, CRPC, CLTC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Stuart Mackenzie Visit Stuart Mackenzie's website
Advisor photo for Wendy Thomas

Wendy Thomas

CRPC

Financial Advisor

Learn more about Wendy Thomas Visit Wendy Thomas's website


Our team

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,

Marketing Manager

Qualifications

  • Graduate French Camp Academy

  • Teacher, First Presbyterian Day School, Kosciusko

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Kim MacKenzie

Kim MacKenzie

Assistant

Qualifications

  • Mississippi State University - Bachelor of Marketing
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Colin White

Colin White

Intern