Client & Operations Specialist
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.