Partner, Chief Operating Officer
As Chief Operating Officer at Madison Planning Group, I specialize in overseeing the day-to-day operations of the firm, handling the finances, and taking care of staff relations. I am driven to make every client satisfied with our service – when working with us, I work hard to ensure that they feel relaxed about their financial picture and confident that we are taking care of their best interests.
I have worked in the financial industry since 2010, when I joined my father at Madison Planning Group after pursuing a variety of different career options at university and as a recent graduate. I developed a passion for operations management, bolstered by my degree from Pace University in marketing management, and seeing the way that our firm helped people inspired me to further pursue an interest in finance. I have since received my license for insurance as well as the security licenses for Series 7 and 66.
I used to think that financial services were all about making and losing money, but as I’ve gained experience over the years, I’ve come to realize that it is so much more than that. When I know that our team has helped someone retire early or taken that vacation they’ve always dreamed of, I see that it’s really about improving people’s lives and creating a better future for them.
When I’m not working to come up with solutions for our clients, I enjoy watching sports, reading about presidential history, playing hockey with my son, and advocating for bladder cancer awareness. My biggest motivator is my family – my high school sweetheart, Kathleen, and my two children, Dylan and Kathleen.