Madelyn serves as an advisor associate in our Milwaukee office, joining full time after completing the firm’s internship program in the summer of 2022. She supports the local team of advisors by assisting with every step of the financial planning process, helping to devise investing strategies, and serving as a point of contact for clients.
A recent graduate of University of Wisconsin – Madison, Madelyn earned a bachelor’s degree in personal finance. During her time in school, she was a peer coach mentor for fellow students and was also actively involved in the school’s Financial Occupation Club for University Students (FOCUS).
Currently residing in Milwaukee, WI, you can find Madelyn reading, baking, and spending time on the beaches of Lake Michigan outside of work.
- Client Service Associate at Strategic Wealth Partners
- Wealth Management Intern at Wealthspire Advisors
Education & Credentials
- BS, University of Wisconsin – Madison, Personal Finance – Financial Planning
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.