Madison joined Sequoia Wealth Advisors & Investment Management in November of 2018. In 2023 she then earned the designation of Financial Paraplanner Qualified Professional
She assists with all operational tasks such as account opening, account transfers, and other responsibilities that contribute to improving the client experience. She is key in creating and managing our operational infrastructure. As a paraplanner she provides operational support to our financial planning team.
Madison’s hobbies include reading, baking, and visiting the beach as often as possible.