As a Registered Assistant, Maddie facilitates and responds to client communications, assists with meeting preparation, and helps respond to client requests. Maddie works alongside Dave and Michael to assist in the many facets of their business. Maddie completed her B.S. degree in Financial Services from Wright State University. Maddie holds these licenses:
- Securities Industry Essentials Certified
- Series 7 (General Securities Representative)
- Series 66 (Uniform Combined State Law)
Maddie grew up in Springboro, Ohio. She enjoys skiing during winter and kayaking in the summer.