Madison Office
Our Madison Team
Crystal Cox, MBA, CDFA®, CFP®
Senior Vice President
Jennifer Giemza, CFP®, CEPA®
Senior Vice President
Justin Goldstein, AIF®
Managing Director, Regional Growth
Rachel Haberman, CFA
Assistant Vice President
Lindsey Kane, CFP®
Assistant Vice President
Kevin Moloney, CFP®
Managing Director
Stephanie Selbach, CFP®, ChSNC®
Assistant Vice President
Amanda Davis
Advisor Associate
Alissa Koebler-Purko
Vice President
Marc McDowell
Senior Vice President
John Richards, CFA
Managing Director