CONNECT

Address:

1 Woodgreen Place, Suite 216
Madison , MS 39110

Phone:

6014279199

Fax/Other:

601-385-3130

The GoldenCross Team

 

Andrew Middleton, President

Andrew has over 15 years of experience in business and financial services. His experience ranges from entrepreneurial management (where he grew a startup business into a multi-state company) to serving in various management positions for two Fortune 500 financial institutions. He has helped to both make a plan and guide clients, both business and personal, to a better financial future. He prides himself on being able to breakdown complicated issues into plain language and give clear and unbiased financial advice to everyone. He brings a wide breadth of knowledge and creative vision to any plan he touches.

To go along with his experience, he also has a strong educational background in business and finance. Andrew received a Bachelor of Arts from University of Holy Cross before earning his Masters of Science in Business Management from Belhaven University. At Belhaven University, he was selected as a fellow in the international Sigma Beta Delta business honor society. After Belhaven, he received post graduate education in financial planning from Northwestern University. With his education and experience, he brings a wealth of planning and investment knowledge to any situation.

Andrew is an Eagle Scout and stays involved with the Boy Scouts serving as a den leader for his boys, chairman of the Andrew Jackson Council's golf tournament, and as a member of the Council's Executive Board. He is married to his wife Ashley and has three boys Ethan, Taylor, and Alex. When he is not working, he can be found golfing, jamming on an instrument, camping, or hunting and fishing with family and friends. 

 

  Mary Middleton, Director of Insurance Services

Mary has over 35 year of insurance and employee benefits expirience. She graduated from the University of Southern Mississippi and started working soon after at the Mississippi Department of Archives and History as the employee benefits and insurance specialist. She has worked with many insurance carriers to produce a complex but managable suite of insurance products for her department. She holds an insurance producer's license and helps to manage most of the day to day operations of GoldenCross Financial Management.

Mary is originally from McComb, MS and grew up enjoying long days at the baseball diamond with her dad coaching several Dixie Youth World Series Champion teams. She has been married for over 40 years to her loving husband, Woody and has three kids. She is active in St. Francis Parish and is a member of several different organizations and clubs. In her spare time, she likes reading, history, and listening to ballgames. 

 

   

 

 

Jerry Moorehead, ChFC, Director of Retirement Income  

Jerry has been serving others in the financial services business for more than 30 years.

He was born in Mississippi, grew up on the Mississippi Gulf Coast and graduated from the University of Southern Mississippi with a degree in Human Resource Management. After graduation, he was commissioned an officer in the U.S. Army and served in the U. S. Army Reserve and Mississippi National Guard, attaining the rank of Captain. Prior to entering financial services, he was employed in Human Resources with two Fortune 500 companies.

Jerry earned the Chartered Financial Consultant (ChFC) professional designation from The American College of Financial Services in Bryn Marr, PA.

Serving his community, Jerry is a member of the Rankin County Chamber of Commerce and has chaired several committees, served on the Board of Directors and was President in 2012-2013.

Most importantly, Jerry uses his knowledge and experience to develop strategies and recommendations that help his clients make informed decisions that are appropriate for them, helping them accomplish their goals and fulfill their dreams.

Jerry and his wife, Jeannette, a retired Rankin County school teacher live in Brandon. They have two grown sons and three “wonderful” grandsons.

 

Investment Committee:

Jim Wessels, Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Personal Financial Specialist (PFS)

Jim brings over a decade of active money management experience to provide daily insights on the markets to help investors find practical applications.  As a former investment analyst he covered several industries, including financial services, outsourcing, health care, energy and utility companies.  Jim is also experienced in designing retirement programs and consults on all types of employer-sponsored plans.  Jim has built a diverse background in pension, tax efficient planning, estate planning strategies, financial planning and investments.

 

 

Jared Sutton, Chartered Financial Analyst (CFA), CFP®

Jared is an Investment Advisor Representative of Voya Financial Advisors, Inc. focused on estate planning, tax efficient strategies and investment planning.  Jared has extensive experience in data analytics and research, portfolio construction and management, asset allocation and investment selection.  He founded and later sold an internet service provider, and has worked as a business/field analyst and derivatives broker.  Jared's experience in data analytics and research has enhanced the technologically intensive elements of financial, estate, tax efficient strategies, and investment planning.

 

 

Matt Boehnke, Investment Advisor Representative

Matt is an Investment Advisor Representative of Voya Financial Advisors, Inc. Matt works closely with the advisors and clients in the development, analysis and implementation of financial goal plans.  Matt has an excellent background in securities, the broker/dealer and our financial analysis and planning program, MoneyGuidePro.

 

 

 

 

 

 

 

 

*Investment Committee members are affiliated with Voya Financial Advisors. Registered Representatives of and Securities and Investment Advisory Services offered through Voya Financial Advisors, Inc. (member SIPC)