While advising clients can take many avenues, our team shares a common vision: to help clients develop clear direction for their finances and their life by providing guidance along the way.

That’s why we are Cardinaux Wealth Advisors. We believe what sets us apart are our skills, our values, and our commitment to excellence. While others may focus solely on your portfolio, we look to provide personalized advice customized to your total financial situation.

Real. Clear. Direction.


Our advisors

Mark McCrocklin

MBA, CFP®, BFA, CLU®, ChFC®

Private Wealth Advisor

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

Maureen O'Neal

MBA, CFP®, CRPC, CLTC®, APMA

Private Wealth Advisor

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

Cody King

MS, MPAS, CFP®, BFA, CRPC, APMA, CKA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Cody King Visit Cody King's website

Nicholas Hammond

CFP®, CRPC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Nicholas Hammond Visit Nicholas Hammond's website

Jordon Davisson

CFP®, CRPC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Jordon Davisson Visit Jordon Davisson's website

James Valente

APMA, CRPC, BFA, AAMS

Associate Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about James Valente Visit James Valente's website


Our 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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