Madeline joined the Precision Wealth Strategies team officially in July of 2020. Prior to that, Madeline spent almost a decade with a regional bank in various positions including relationship manager, trust officer, and retirement planning specialist, all with a compliance tilt. In addition, Madeline is a Certified Financial Planner™, former Certified Trust & Fiduciary Advisor, and formerly held the FINRA Series 7 & 63. She brings her knowledge of the many sides of investment management regulations and business practices to her current position.
Madeline graduated from Boston University in 2007, and after a stop in Washington, DC to work for an ESG mutual fund company, she earned an MA in History from the University of Cincinnati in 2010. When not helping the team get excited about compliance, she can be found hanging with family, outside hiking, camping, or skiing, in the kitchen trying new things, or with her partner Paul, traveling as much as possible.
LIKELY TO BE EATING A TUNA POKE BOWL FOR LUNCH
BOOKS READ IN 2020
BLACK DIAMOND MOUNTAINS SKIED
PEANUT BUTTER SANDWICHES EATEN (NO JELLY)
What fictional family would you love to be a part of and why?
Skywalker, no explanation necessary.
What is something weird you recommend everyone tries at least once?
Not weird per se, but solo travel. Absolutely terrifying before you do it, but absolutely empowering once you do.