Madison is the latest edition to our team, arriving earlier than expected, but the timing couldn’t have been better. Her time is currently split between training and studying for the CFP exam and she plans to sit for the exam by November 2021. She already has her Series 65, Texas state life insurance license, and is a National Social Security Certificate Holder.

MY BACKGROUND AND WHAT BROUGHT ME HERE…

I graduated from Baylor University in 2019 with a Bachelor’s Degree in Accounting. After an internship at USAA as a Financial Analyst, I realized my passion was in becoming a financial planner like my dad. So, I decided not to return to Baylor for my Masters in Accounting, and instead started looking for a full-time job to gain experience. I accepted a job up in Dallas at Fisher Investments as a Client Account Coordinator at the end of 2019 where I learned a lot about the service side of the financial industry in a short amount of time. I loved communicating with clients and was able to learn a lot about the administrative and advisor support requirements necessary for the daily processes of a financial firm to run smoothly (rollover calls, setting up client accounts, beneficiary changes, etc.).

It was an excellent, but short-lived experience as I received a call back and ultimately accepted a job offer from Neiman Marcus at their headquarters in Dallas (had to do it, fashion and finance in the same job?) as a Financial Analyst in their Financial Planning and Analysis department right before Covid-19 hit in March. As things worsened, I decided to move home to San Antonio and intern for my dad’s practice … joining officially after a trial period to make sure it’s what I wanted. I’d always hoped to work with my dad at some point in the future and I’m so happy to be helping him as his business is really taking off.

OUTSIDE OF WORK, I’M MOST PASSIONATE ABOUT…

Outside of work I am most passionate about spending time with my family, travelling and always continuing my education to differentiate myself from other people my age in the industry.

WHEN NOT IN THE OFFICE, LOOK FOR ME…

I don’t have much time out of the office and studying for the CFP exam, but I enjoy working out, playing with our two dogs, learning about online marketing and helping my family grow their business.