As Director of New Business at Madison Planning Group, Nina oversees the processing of all new business, from brokerage accounts to life insurance applications and licensing. She specializes in guiding clients through the often-complex process of obtaining life insurance coverage and rolling over existing employer-sponsored retirement plans. With a focus on efficiency, organization, and care, she strives to be as accommodating and helpful as possible, ensuring clients feel comfortable, supported, and truly taken care of throughout every step of the process.
Nina began her career in the financial services industry in 2003 after interviewing with Madison Planning Group through a college exit program. What started as a part-time role while she completed her degree quickly turned into a full-time opportunity, marking the beginning of a long and meaningful career with the firm. Although her original career goal was to become a chef and work in the restaurant industry, Madison Planning Group stood out as a small company with strong potential for growth and learning. Over the years, her role has evolved significantly—from data entry for financial plans, to managing Gary’s schedule, to taking on expanding responsibilities as the firm grew and additional team members were hired.
She holds a two-year degree in Business Management from the College of Westchester (formerly Westchester Business Institute) and is licensed in New York State for Life and Health Insurance. She is currently working toward her certification in life underwriting. Much of her expertise has been developed through years of hands-on experience, allowing her to navigate complex situations with confidence and practical insight.
Through her time in the industry, Nina has come to deeply value the importance of planning for both retirement comfort and the unexpected. While many may not realize how rewarding this work can be, she finds true fulfillment in helping clients walk away from an experience feeling secure and at peace. One of the most meaningful parts of her role is supporting clients during difficult times—such as helping families navigate inheritance processes after the loss of a loved one—by taking the time to explain each step clearly and seeing things through to completion with care and compassion.
Outside of the office, Nina enjoys spending time with her family, including her dog, Marshmallow. She loves reading, painting, doing puzzles, and cheering on her children at their sporting events. She is personally motivated by the desire to continually grow and become a better version of herself, and credits the love and support of her family—especially her late mother, husband, and extended family—as a constant source of strength. Madison Planning Group is truly her home away from home, and she values the relationships she has built there, viewing her colleagues as family and Gary as a meaningful role model, with Ben as a close friend and trusted colleague.