Madison joined Crestwood in 2026 and serves as a Client Advisor.

As part of the Wealth Management Team, Madison is committed to serving individuals and families in a truly holistic manner. By taking the time to understand each client’s unique values, priorities, and goals, she develops thoughtful strategies to support both present needs and long-term success. Central to this approach is close collaboration with a client’s broader advisory team. Madison regularly coordinates with trusted professionals such as CPAs and estate planning attorneys, ensuring that all aspects of a client’s financial plan work seamlessly together. Madison is deeply passionate about educating the next generation. She is committed to helping individuals build the knowledge and confidence needed to make informed financial decisions for the future.

Fascinated with people, investments and behavioral science, Madison attended Connecticut College and earned a B.A. in Psychology with a double-minor in Economics and Finance. Prior to joining Crestwood, Madison served as a Senior Associate at J.P. Morgan. She obtained the Series 7 and 66 designations and is a CERTIFIED FINANCIAL PLANNER® professional.

Madison enjoys spending time with friends and family, summers on the Cape, and cooking.