What We're About
Crossmark Management Group pursues excellence in the delivery of quality financial, accounting, and business consulting services thereby enabling our clients to devote their time and attention to pursuing the goals and objectives for which their business was formed.
We exist by the grace of God and for the purpose of glorifying Him by being the premier provider of outsourced financial, accounting, and business consulting services that reflect the excellence of our associates and enable our clients to pursue their business objectives.
Client Portals
Services
Accurate and timely accounting information and financial services are a necessity for any successful business or personal financial situation. Let the Crossmark Management Group, LLC team provide you with the comprehensive services that will help you achieve your financial objectives.
We offer a full range of services with the expertise you require. When you work with Crossmark Management Group, you’ll benefit from a firm with the highest quality and most up-to-date expertise plus the friendly, personalized service that has contributed to the success of our clients for years.
We welcome you to review our comprehensive suite of professional services, including CEO Services, CFO Services, Outsourced Financial and Accounting Services, and Professional Business Consulting Services.
Meet Our Team
Managers
Norman Hanes
Position: Advisor
Categories: Managers
Norman Hanes founded Crossmark Management Group in 2003 as a management consulting firm following a 23 year career in investor-owned, private and non-profit healthcare management. He has over 35 years of experience in healthcare and business operations, specializing in the development of operations infrastructure and organizational management. In August of 2013, Norman’s 13 year old firm merged with Jack Rome, Jr., and Associates in response to a growing demand for financial and accounting outsourcing services, as well as comprehensive organizational management consulting and contracting services.
Jackie Rome
Position: President and CEO
Categories: Managers
Jack Rome, Jr. (Jackie) has extensive experience in all aspects of business enterprises that range from “start-up” companies to “well established, legacy” companies. He has over 45 years of experience in all phases of owning, operating and providing management consulting services to businesses in diversified business segments. Jackie founded a professional management consulting firm specializing in organization structure, management systems and financial services. The firm provided professional services in the areas of acquisitions, mergers, reorganizations, divestitures and other corporate management and financial needs. Jackie’s 30 year old firm was merged with Crossmark Management Group in August 2013. Jackie has been directly involved in over 200 acquisitions, sales and mergers in his career. The total dollar value of these transactions exceeds $350,000,000.
Lois Davis
Position: Senior Accounting Manager
Categories: Managers
Lois Davis joined the Crossmark Team in April 2019. Lois had previously worked in the Healthcare Industry for the past 10 years as an Accountant/Financial Analyst. Prior to working in the Healthcare Industry she had worked in various industries as an accountant. She has experience in the Construction Industry, Trucking Industry, Prison Management, and Chicken Processing Industry during the earlier years of her career. She has a bachelor’s degree in Business Management from Louisiana Tech University and a bachelor’s degree in Accounting from the University of Louisiana at Monroe. Lois has an 8 year old son and a 26 year old daughter that she spends her free time with. She enjoys spending quality time with them, as well as going to the movies and dining out with close friends.
Rachel Boersma
Position: Director of Client Success and Support
Categories: Managers
Prior to joining Crossmark Management Group as Operations Associate in December 2013, Rachel spent several years working closely with Crossmark. She brings with her a wide range of skills and specializes in bringing new clients on board. With a unique ability to listen and understand the goals and current operations of each new business, Rachel establishes and maintains close working relationships that can both relieve many of the tasks from client operations and help them to perform at their best. Rachel is a problem solver who never met a task that intimidates or a challenge that is unachievable. Originally from New Orleans, Rachel attended Louisiana Tech University earning both a Bachelors and Masters degree. It was during graduate school that she met her husband of 27 years. They have raised two sons, both of whom they are extremely proud. The youngest is a financial analyst and the eldest is Special Needs and continues to reside with them. Rachel says that having a special needs child can be a challenge but is tremendously fulfilling and has made her the person she is today.
Michael Plette
Position: Advisors Manager
Categories: Managers
I graduated from Louisiana Tech University in the Spring of 2009. I married my wife, Mary-Arthur, in 2014 and have two children, Lucy and Sam. I started working for Crossmark in December 2022. I enjoy traveling and anything outside.
Blake Upshaw
Position: Chief Financial Officer
Categories: Managers
Derek Flower
Position: Chief Operating Officer
Categories: Managers
I started at Crossmark in April 2022. I am happily married to my wife Sadie and we have a daughter Merritt. I am originally from Slidell, LA. In my free time I enjoy golf, spending time on the lake and traveling.
Rachel Sharp
Position: Payroll Manager
Categories: Managers
Norman Hanes
Position: Advisor
Categories: Managers
Norman Hanes founded Crossmark Management Group in 2003 as a management consulting firm following a 23 year career in investor-owned, private and non-profit healthcare management. He has over 35 years of experience in healthcare and business operations, specializing in the development of operations infrastructure and organizational management. In August of 2013, Norman’s 13 year old firm merged with Jack Rome, Jr., and Associates in response to a growing demand for financial and accounting outsourcing services, as well as comprehensive organizational management consulting and contracting services.
Jackie Rome
Position: President and CEO
Categories: Managers
Jack Rome, Jr. (Jackie) has extensive experience in all aspects of business enterprises that range from “start-up” companies to “well established, legacy” companies. He has over 45 years of experience in all phases of owning, operating and providing management consulting services to businesses in diversified business segments. Jackie founded a professional management consulting firm specializing in organization structure, management systems and financial services. The firm provided professional services in the areas of acquisitions, mergers, reorganizations, divestitures and other corporate management and financial needs. Jackie’s 30 year old firm was merged with Crossmark Management Group in August 2013. Jackie has been directly involved in over 200 acquisitions, sales and mergers in his career. The total dollar value of these transactions exceeds $350,000,000.
Lois Davis
Position: Senior Accounting Manager
Categories: Managers
Lois Davis joined the Crossmark Team in April 2019. Lois had previously worked in the Healthcare Industry for the past 10 years as an Accountant/Financial Analyst. Prior to working in the Healthcare Industry she had worked in various industries as an accountant. She has experience in the Construction Industry, Trucking Industry, Prison Management, and Chicken Processing Industry during the earlier years of her career. She has a bachelor’s degree in Business Management from Louisiana Tech University and a bachelor’s degree in Accounting from the University of Louisiana at Monroe. Lois has an 8 year old son and a 26 year old daughter that she spends her free time with. She enjoys spending quality time with them, as well as going to the movies and dining out with close friends.
Rachel Boersma
Position: Director of Client Success and Support
Categories: Managers
Prior to joining Crossmark Management Group as Operations Associate in December 2013, Rachel spent several years working closely with Crossmark. She brings with her a wide range of skills and specializes in bringing new clients on board. With a unique ability to listen and understand the goals and current operations of each new business, Rachel establishes and maintains close working relationships that can both relieve many of the tasks from client operations and help them to perform at their best. Rachel is a problem solver who never met a task that intimidates or a challenge that is unachievable. Originally from New Orleans, Rachel attended Louisiana Tech University earning both a Bachelors and Masters degree. It was during graduate school that she met her husband of 27 years. They have raised two sons, both of whom they are extremely proud. The youngest is a financial analyst and the eldest is Special Needs and continues to reside with them. Rachel says that having a special needs child can be a challenge but is tremendously fulfilling and has made her the person she is today.
Michael Plette
Position: Advisors Manager
Categories: Managers
I graduated from Louisiana Tech University in the Spring of 2009. I married my wife, Mary-Arthur, in 2014 and have two children, Lucy and Sam. I started working for Crossmark in December 2022. I enjoy traveling and anything outside.
Blake Upshaw
Position: Chief Financial Officer
Categories: Managers
Derek Flower
Position: Chief Operating Officer
Categories: Managers
I started at Crossmark in April 2022. I am happily married to my wife Sadie and we have a daughter Merritt. I am originally from Slidell, LA. In my free time I enjoy golf, spending time on the lake and traveling.
Rachel Sharp
Position: Payroll Manager
Categories: Managers
Employees
Blair Moak
Position: Lead Accounting Rep.
Categories: Employees
Blair joined Crossmark in August 2021. She was a licensed property and casualty insurance agent for 6 years. Blair and her husband Josh have 2 children, Kinslee who is 9 and Jude who is 2. In her free time she loves being with her family and friends.
Cindy Baughman
Position: Accounting Associate
Categories: Employees
Cindy Started working at Crossmark in May 2023. She is from Homer, Louisiana and has 2 adult daughters. In her free time, Cindy enjoys reading books and watching movies.
Debra Droesser
Position: Payroll Associate
Categories: Employees
Debra came to Crossmark in April 2021. Before Crossmark, she worked as a Timekeeper/Administrative Assistant for construction in the refineries and railcar industries for 15 years. She enjoys traveling, reading books, and spending quality time with her family, friends, and especially her 1 year old grandson.
Dion Boyett
Position: Accounting Supervisor
Categories: Employees
Erykah Gant
Position: Administrative Assistant
Categories: Employees
Gigi Roberts
Position: Special Projects & Accounting
Categories: Employees
Gigi joined Crossmark in August 2020. She is a graduate of University of Houston Downtown with a BBA in Finance. Her background is in accounting and internal audit with experience in the oil & gas, mass retail, and telecom industries.
In her spare time, she enjoys camping, kayaking, SCUBA diving, and knitting. Her favorite places are around a campfire, in the mountains, or on the water. She also has three dogs named Cricket, Darcy, and Ginny who are always getting into something.
Isaac White
Position: Lead Accounting Intern
Categories: Employees
Isaac started working at Crossmark in August of 2021. He is from Ruston, LA and is graduating from Louisiana Tech with a degree in Accounting. He plans on getting his Master in Business Administration after that. In his free time, Isaac enjoys watching sports and spending time with friends and family.
Jennifer Fryer
Position: Lead Accounting Rep.
Categories: Employees
Jennifer Fryer joined Crossmark Management Group in May 2012. She serves as a part-time Accounts Payable Associate, helping some of our clients by paying their bills, making deposits, and keeping up with their QuickBooks records in those areas. She also helps with the occasional administrative tasks around the office. Prior to working with Crossmark she was employed as a Children’s Ministry Coordinator at a church & as the Spirit Group Coordinator at Louisiana Tech University. Louisiana Tech is also where she got her degree in Merchandising & Consumer Affairs. In her leisure time Jennifer enjoys being a mom, reading, running, yoga, music & theme parks (if you haven’t been to the Wizarding World of Harry Potter at Universal Studios, put it on your bucket list!
Kiley Wilson
Position: Client Services Coordinator
Categories: Employees
Kiley Wilson joined Crossmark Management Group in November 2020. She serves as a part-time Accounting and Operations Associate, working with the Charter Schools Division. She has a BS in Marketing and a MA in Industrial Organizational Psychology from Louisiana Tech. When she’s not here, she’s spending all her time with her husband, son, and daughter. She loves being outside, gardening, and running.
Lee Evelyn Tannehill
Position: Payroll Associate
Categories: Employees
Lee Evelyn joined Crossmark Management Group in May 2019 as a payroll associate. She is responsible for payroll, payroll tax processing, and employee record keeping for various clients. She graduated from Centenary College of Louisiana with a B.S. degree in accounting. Lee Evelyn is actively involved with her church, Ruston Kiwanis, and various tennis organizations. She is passionate about tennis, reading, and trying new things, and is currently learning to play the piano.
Lindsay Rome
Position: Administrative Assistant & Insurance
Categories: Employees
Lindsay Rome joined the Crossmark team in January of 2018. She serves as an Executive & Financial Assistant. Prior to joining the Crossmark team, she worked in the insurance industry for 10 years as a licensed property and casualty insurance agent. Lindsay enjoys spending time with family and long walks around Target. Lindsay and her husband Jordan have been married for 10 years and welcomed their daughter Caroline Grace Rome in August 2017.
Mary Claire McFadden
Position: Client Onboarding & Communications
Categories: Employees
Mary Claire joined Crossmark in October 2021. She began as an Operation Associate Intern, helping develop training, standardizing processes, and employee onboarding programs. Now, Mary Claire is thrilled to be helping our client’s come aboard Crossmark successfully and efficiently. She is a graduate of Louisiana Tech University with her bachelor’s in business management, with plans to earn her masters in I/O psychology in 2025. In her spare time, Mary Claire enjoys spending time with her loving fiancé, reading, and hanging out with friends and family.
Sondi Shrum
Position: Accounting Associate
Categories: Employees
Sondi joined Crossmark in May 2021 as an accounting associate.
Zachary Bentley
Position: Accounting Associate
Categories: Employees
Zachary Bentley joined Crossmark Management Group in September of 2019. He currently works as an Accounting Associate. Zachary works on bookkeeping, daily cash reports, financial statements, and payroll. He graduated from Louisiana Tech in 2014 with a Bachelors of Speech and Theatre and received a Masters of Arts in 2016. In his free time he enjoys listening to music, playing video games, and talking with his friends.
Zechariah Foote
Position: Accounting Associate
Categories: Employees
Zechariah Foote joined our team in June 2020 as an accounting associate. In 2014, Zechariah joined the US Army reserves and is a Specialist. He is also currently studying to obtain a CompTia A+ Certificate. When he is not working, Zechariah enjoys spending time with his wife and two sons and making video games.
Blair Moak
Position: Lead Accounting Rep.
Categories: Employees
Blair joined Crossmark in August 2021. She was a licensed property and casualty insurance agent for 6 years. Blair and her husband Josh have 2 children, Kinslee who is 9 and Jude who is 2. In her free time she loves being with her family and friends.
Cindy Baughman
Position: Accounting Associate
Categories: Employees
Cindy Started working at Crossmark in May 2023. She is from Homer, Louisiana and has 2 adult daughters. In her free time, Cindy enjoys reading books and watching movies.
Debra Droesser
Position: Payroll Associate
Categories: Employees
Debra came to Crossmark in April 2021. Before Crossmark, she worked as a Timekeeper/Administrative Assistant for construction in the refineries and railcar industries for 15 years. She enjoys traveling, reading books, and spending quality time with her family, friends, and especially her 1 year old grandson.
Dion Boyett
Position: Accounting Supervisor
Categories: Employees
Erykah Gant
Position: Administrative Assistant
Categories: Employees
Gigi Roberts
Position: Special Projects & Accounting
Categories: Employees
Gigi joined Crossmark in August 2020. She is a graduate of University of Houston Downtown with a BBA in Finance. Her background is in accounting and internal audit with experience in the oil & gas, mass retail, and telecom industries.
In her spare time, she enjoys camping, kayaking, SCUBA diving, and knitting. Her favorite places are around a campfire, in the mountains, or on the water. She also has three dogs named Cricket, Darcy, and Ginny who are always getting into something.
Isaac White
Position: Lead Accounting Intern
Categories: Employees
Isaac started working at Crossmark in August of 2021. He is from Ruston, LA and is graduating from Louisiana Tech with a degree in Accounting. He plans on getting his Master in Business Administration after that. In his free time, Isaac enjoys watching sports and spending time with friends and family.
Jennifer Fryer
Position: Lead Accounting Rep.
Categories: Employees
Jennifer Fryer joined Crossmark Management Group in May 2012. She serves as a part-time Accounts Payable Associate, helping some of our clients by paying their bills, making deposits, and keeping up with their QuickBooks records in those areas. She also helps with the occasional administrative tasks around the office. Prior to working with Crossmark she was employed as a Children’s Ministry Coordinator at a church & as the Spirit Group Coordinator at Louisiana Tech University. Louisiana Tech is also where she got her degree in Merchandising & Consumer Affairs. In her leisure time Jennifer enjoys being a mom, reading, running, yoga, music & theme parks (if you haven’t been to the Wizarding World of Harry Potter at Universal Studios, put it on your bucket list!
Kiley Wilson
Position: Client Services Coordinator
Categories: Employees
Kiley Wilson joined Crossmark Management Group in November 2020. She serves as a part-time Accounting and Operations Associate, working with the Charter Schools Division. She has a BS in Marketing and a MA in Industrial Organizational Psychology from Louisiana Tech. When she’s not here, she’s spending all her time with her husband, son, and daughter. She loves being outside, gardening, and running.
Lee Evelyn Tannehill
Position: Payroll Associate
Categories: Employees
Lee Evelyn joined Crossmark Management Group in May 2019 as a payroll associate. She is responsible for payroll, payroll tax processing, and employee record keeping for various clients. She graduated from Centenary College of Louisiana with a B.S. degree in accounting. Lee Evelyn is actively involved with her church, Ruston Kiwanis, and various tennis organizations. She is passionate about tennis, reading, and trying new things, and is currently learning to play the piano.
Lindsay Rome
Position: Administrative Assistant & Insurance
Categories: Employees
Lindsay Rome joined the Crossmark team in January of 2018. She serves as an Executive & Financial Assistant. Prior to joining the Crossmark team, she worked in the insurance industry for 10 years as a licensed property and casualty insurance agent. Lindsay enjoys spending time with family and long walks around Target. Lindsay and her husband Jordan have been married for 10 years and welcomed their daughter Caroline Grace Rome in August 2017.
Mary Claire McFadden
Position: Client Onboarding & Communications
Categories: Employees
Mary Claire joined Crossmark in October 2021. She began as an Operation Associate Intern, helping develop training, standardizing processes, and employee onboarding programs. Now, Mary Claire is thrilled to be helping our client’s come aboard Crossmark successfully and efficiently. She is a graduate of Louisiana Tech University with her bachelor’s in business management, with plans to earn her masters in I/O psychology in 2025. In her spare time, Mary Claire enjoys spending time with her loving fiancé, reading, and hanging out with friends and family.
Sondi Shrum
Position: Accounting Associate
Categories: Employees
Sondi joined Crossmark in May 2021 as an accounting associate.
Zachary Bentley
Position: Accounting Associate
Categories: Employees
Zachary Bentley joined Crossmark Management Group in September of 2019. He currently works as an Accounting Associate. Zachary works on bookkeeping, daily cash reports, financial statements, and payroll. He graduated from Louisiana Tech in 2014 with a Bachelors of Speech and Theatre and received a Masters of Arts in 2016. In his free time he enjoys listening to music, playing video games, and talking with his friends.
Zechariah Foote
Position: Accounting Associate
Categories: Employees
Zechariah Foote joined our team in June 2020 as an accounting associate. In 2014, Zechariah joined the US Army reserves and is a Specialist. He is also currently studying to obtain a CompTia A+ Certificate. When he is not working, Zechariah enjoys spending time with his wife and two sons and making video games.
Consultants
Steven Stanfield
Position: Consultant - Leader
Categories: Consultants
Steven brings extensive educational finance experience after having served as the director of business services with the DeSoto Parish School for 34+ years with an annual operating budget that exceeded $140 million. He became a Certified Administrator of School Finance and Operations (SFO) with ASBO International in 2012, a Certified Louisiana School Business Administrator (CLSBA) in 1993, and a Certified Government Finance Officer (CGFO) in 1996.
Mike Higgins
Categories: Consultants
Mike Higgins
Categories: Consultants
Steven Stanfield
Position: Consultant - Leader
Categories: Consultants
Steven brings extensive educational finance experience after having served as the director of business services with the DeSoto Parish School for 34+ years with an annual operating budget that exceeded $140 million. He became a Certified Administrator of School Finance and Operations (SFO) with ASBO International in 2012, a Certified Louisiana School Business Administrator (CLSBA) in 1993, and a Certified Government Finance Officer (CGFO) in 1996.
Interns
Logan White
Position: Accounting Intern
Categories: Interns
Logan joined Crossmark in January 2023. He works as an Accounting Intern. Logan is from Shreveport, LA and is an Accounting major at Louisiana Tech University, with plans of graduating in 2025. He plans on getting his Masters of Accountancy after that. In his free time, Logan enjoys playing golf, watching sports, and spending time with friends and family.
JD Johnson
Position: Accounting Intern
Categories: Interns
JD started working at Crossmark in October of 2022. He is from West Monroe, LA, and is graduating from Louisiana Tech University with a degree in Finance. After, He plans on getting his Master’s in Business Administration at Tech. In his free time, JD enjoys hunting, fishing, and spending time with his friends and family.
Luke Morris
Position: Accounting Intern
Categories: Interns
Luke started working at Crossmark in March of 2023. He is from Tyler, TX and attends school at Louisiana Tech University. He plans on graduating in 2026 with a degree in finance and getting a Master in Business Administration. In his free time he enjoys hanging out with his friends, being outdoors, and traveling to new places.
Breanna McClanahan
Position: Accounting Intern
Categories: Interns
Breanna started working at Crossmark in December of 2023 as an Accounting Intern. Breanna is from Haughton, LA, majoring in Accounting at Louisiana Tech University and plans to graduate in 2027. After graduation, she plans to get her Masters in Accounting. In her free time, she enjoys shopping, traveling, and spending time with her friends and family.
Gage Franklin
Position: Accounting Intern
Categories: Interns
Kimberly Holliman
Position: Accounting Intern
Categories: Interns
Hailey Malik
Position: Intern
Categories: Interns
Hailey began working at Crossmark in November of 2022. Before moving to Ruston to attend Louisiana Tech, she worked in childcare as an after-school care employee and summer camp counselor. She is currently studying Secondary Education with a concentration in social studies, and plans to graduate with her undergrad in Spring 2026 and her master’s degree shortly thereafter. Hailey enjoys helping Crossmark with organization, communication, other small projects with her team, but she especially enjoys the professional, real-world experience she is gaining here at Crossmark.
Breanna McClanahan
Position: Accounting Intern
Categories: Interns
Breanna started working at Crossmark in December of 2023 as an Accounting Intern. Breanna is from Haughton, LA, majoring in Accounting at Louisiana Tech University and plans to graduate in 2027. After graduation, she plans to get her Masters in Accounting. In her free time, she enjoys shopping, traveling, and spending time with her friends and family.
Gage Franklin
Position: Accounting Intern
Categories: Interns
Hailey Malik
Position: Intern
Categories: Interns
Hailey began working at Crossmark in November of 2022. Before moving to Ruston to attend Louisiana Tech, she worked in childcare as an after-school care employee and summer camp counselor. She is currently studying Secondary Education with a concentration in social studies, and plans to graduate with her undergrad in Spring 2026 and her master’s degree shortly thereafter. Hailey enjoys helping Crossmark with organization, communication, other small projects with her team, but she especially enjoys the professional, real-world experience she is gaining here at Crossmark.
JD Johnson
Position: Accounting Intern
Categories: Interns
JD started working at Crossmark in October of 2022. He is from West Monroe, LA, and is graduating from Louisiana Tech University with a degree in Finance. After, He plans on getting his Master’s in Business Administration at Tech. In his free time, JD enjoys hunting, fishing, and spending time with his friends and family.
Kimberly Holliman
Position: Accounting Intern
Categories: Interns
Logan White
Position: Accounting Intern
Categories: Interns
Logan joined Crossmark in January 2023. He works as an Accounting Intern. Logan is from Shreveport, LA and is an Accounting major at Louisiana Tech University, with plans of graduating in 2025. He plans on getting his Masters of Accountancy after that. In his free time, Logan enjoys playing golf, watching sports, and spending time with friends and family.
Luke Morris
Position: Accounting Intern
Categories: Interns
Luke started working at Crossmark in March of 2023. He is from Tyler, TX and attends school at Louisiana Tech University. He plans on graduating in 2026 with a degree in finance and getting a Master in Business Administration. In his free time he enjoys hanging out with his friends, being outdoors, and traveling to new places.
Get in Touch
If you would like to ask us a question or set up an appointment, please send us an email or call us.
Phone
(318) 251-3226
accountant@crossmmg.com