Madison is a graduate of California State University at Fullerton. She holds a Bachelor of Arts degree in Business Administration with a concentration in Finance. While in her undergraduate program, she also earned a Certificate in Personal Financial Planning. She is a licensed California Life, Accident and Health agent, holds her FINRA Series 7 and 66 and most recently earned the CERTIFIED FINANCIAL PLANNER™ designation. Madison grew up in the industry and developed a passion to educate and help clients achieve their financial goals from watching her dad’s impact on their community. She aspires to follow in his footsteps to build meaningful relationships rooted by trust. At our firm, Madison supports our Advisor's Assistants in preparation of reviews and other crucial duties. Madison can be reached at Extension 232.