Client Service Associate
Madison supports the advisory team on all client relationships by leveraging technology and custodial relationships to ensure a smooth administrative process and enjoyable client experience. Madison pulls from her experience at Northwestern Mutual and another fee-only firm to bring new ideas to Francis Financial.
Madison graduated from the University of Tampa, with a Dean’s Scholarship, earning her B.S. in International Business and Management. She also studied globalization in business at a leading research university in Spain. Post-grad, she joined the financial planning industry where she worked in a similar role, as a Client Service Associate for another fee-only firm. Madison is excited to bringing her experience and passion to Francis Financial, and to continue learning and growing.