Our Team

In 2011, I founded Carlton & Company Financial, an independent, woman-owned wealth management firm, serving people throughout the nation who are seeking advocacy, organization and strategic direction in their financial lives.

My mission is to remain thoughtful and innovative, balancing the drive for continuous knowledge with bringing my best to each client to deliver the most impactful results.

Prior to forming my company, I was a vice president for a financial services firm serving more than 300 advisors nationwide. During my decade-long tenure, I was responsible for business development, advisor relations, marketing and practice management, earning a reputation for driving results, strengthening customer relationships and inspiring talented individuals to meet business objectives.

Raised within a family of financial professionals, I began my financial education as a young teen attending industry conferences with my mother, a consistently recognized financial advisor. Unbeknownst to me at the time, I was preparing for the firm I would one day build by utilizing all the lessons of the past in combination with today’s best practices.

I’m a member of the WA Women’s Foundation. I am also a lifelong learner with a love of travel, gardening, reading and spending time with my family. Earning my Bachelor’s degree in political science and history from the University of Wisconsin-Madison, I hold the Certified Wealth Strategist (CWS®) and Accredited Investment Fiduciary (AIF®) designations, and have been recognized as a Seattle Five Star Wealth Manager for the last five years.

Licenses/Registrations/Designations Held:

• Certified Wealth Strategist (CWS®)
• Accredited Investment Fiduciary (AIF®)
• Registered Representative (Series 7)
• Investment Advisor Representative (Series 66)
• Life, Variable and Long-term Care Insurance Licensed
• Graduate of the Certified Financial Planning Certification Professional Education Program

Graduate of the College for Financial Planning CFP Certification Professional Education Program indicates that the advisor has completed the CFP coursework, and does not hold the CFP designation.

As our Client Operations Specialist, Madison's comprehensive approach to operational management helps us to stay on track in providing our clients with the best possible experience. With an extensive background in business administration and project management, she serves as a sounding board and critical member in evaluating, creating, and implementing strategies that encourage us to remain thoughtful and creative in our mission to deliver the most impactful results for our clients.

Madison graduated from Indiana University with a degree in psychology and went on to pursue her Master of Social Work degree with hopes of entering the field of counseling. Her professional transition into the financial industry began early in her second year of graduate school when she realized that her true passion lies in helping others develop and maintain a healthy relationship with their finances.

Raised in a household with a strong business background, Madison's initial interest in finance began as a young girl at family gatherings where finances and the stock market were a popular topic of discussion. Having always been an advocate for financial literacy and continued education, Madison's passion for helping others reach their full financial potential makes her a valuable part of the Carlton & Company Financial team.