I am a second generation employee of Madison Planning Group. I have been full-time since 2011 working in the areas of client services, marketing and now operations. While I am more of a behind the scenes figure at Madison Planning Group, I enjoy interacting and getting to know our clients. They are the reason we are here and why we strive to make sure they are satisfied. I am a graduate of the Lubin School of Business at Pace University majoring in Marketing/Management. I am also Securities Registered (Series 66, Series 7) and Certified New York State Insurance Agent. Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory products and services offered through Madison Advisory Services, Inc., an investment advisor registered with the SEC. Neither Lion Street Financial nor Madison Advisory Services provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional is able to transact business in your state.