Cardinaux Wealth Advisors

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Team photo for Cardinaux Wealth Advisors
Team photo for Cardinaux Wealth Advisors

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Advisors

Mark McCrocklin

MBA, CFP®, BFA, CLU®, ChFC®

Private Wealth Advisor

Managing Partner of Cardinaux Wealth Advisors
Visit Mark McCrocklin's website

Maureen O'Neal

MBA, CFP®, CRPC, CLTC®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Maureen O'Neal's website

Cody King

MS, MPAS, CFP®, BFA, CRPC, APMA, CKA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Cody King's website

Jordon Davisson

CFP®, CRPC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Jordon Davisson's website

James Valente

APMA, CRPC, BFA, AAMS

Associate Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit James Valente's website


Team

Renisha Sanders

Renisha Sanders

Operations Manager

Qualifications

  • Bachelor of Science, Biology, Louisiana State University Shreveport

  • Louisiana Notary Public

Roles & Responsibilities

  • Supervisor of team and office
  • Organization of internal and external processes
  • Strategic development
  • Facilitation of team-wide practice compliance
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Lauren Matthews

Lauren Matthews

Business Development Manager

Qualifications

  • Bachelor of Science in Community and Public Health, DePaul University

Roles & Responsibilities

  • Client service scheduling
  • Plan and oversee seminars and events
  • Client referral contact
  • Manage practice website and social media accounts
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Brittany Peevy

Brittany Peevy

Client Service Coordinator

Qualifications

  • Associate of Healthcare Management, Bossier Parish Community College

Roles & Responsibilities

  • Team hospitality coordinator
  • Client service scheduling
  • Client data specialist
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Dragan Matic

Dragan Matic

Paraplanner

Qualifications

  • Bachelor of Business Administration, Louisiana State University Shreveport
  • Master of Business Administration, Louisiana State University Shreveport
  • FINRA Series 7 Exam - General Securities Representative Exam

  • FINRA Series 66 Exam - Uniform Combined State Law Exam

  • State of Louisiana insurance license

Roles & Responsibilities

  • Team concierge for Cody King
  • Client meeting liaison
  • Manage client service and experience
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Amber Mahgoub

Amber Mahgoub

Executive Assistant

Qualifications

  • Bachelor of Business Management in Human Resources, Louisiana State University Shreveport

Roles & Responsibilities

  • Team hospitality coordinator
  • Client service scheduling
  • Client data specialist
  • Managerial assistant
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Gabriel Rodriguez

Gabriel Rodriguez

Financial Planning Assistant

Qualifications

  • Bachelor of Science in Mathematics, Centenary College of Louisiana

  • FINRA Series 7 Exam - General Securities Representative Exam

  • State of Louisiana insurance license

Roles & Responsibilities

  • Team concierge for Cody King
  • Client meeting liaison
  • Manage client service and experience
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Megan Mahoney

Megan Mahoney

Financial Planning Assistant

Qualifications

  • Bachelor of Science in Financial Services, Louisiana State University Shreveport

  • Master of Business Administration, Concentration in Human Resource Management, Louisiana State University Shreveport

  • State of Louisiana insurance license

Roles & Responsibilities

  • Team concierge for Maureen O'Neal
  • Client meeting liaison
  • Manage client service and experience
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