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Madison Standefer

Madison Standefer

Client Service Specialist

In my role with the firm, I enjoy connecting and building relationships with clients. My day to day includes 401k rollovers, new accounts, and investment enhancements. Along with CRM operations, internal and external scheduling, Marketing and client communications. I have a passion for supporting clients through retirement phase and seeing their goals come to life. Outside of work I enjoys spending time outdoors with my husband.