As an Account Manager, Maddie is responsible for helping current clients understand their account statements, take distributions, and prepare account maintenance paperwork. Her responsibilities also include managing day-to-day communication with current clients and performing various administrative tasks around the office.
Maddie earned her Bachelor of Science in journalism with an emphasis in strategic communication from the University of Kansas. Maddie also maintains the Financial Planning For Qualified Professionals™ designation as well as her Series 7 General Securities and Series 66 NASAA Uniform Combined State Law licenses.
In her free time, Maddie enjoys exercising, watching KU Basketball games, and spending time with her husband and daughters.
What has been the most rewarding aspect of your career so far?
In my time at Falcon Wealth Advisors, it has been wonderful to see so many clients achieve their financial goals. The happiness and joy that clients feel when they're able to enjoy the fruits of their labor is inspiring!
