-
Calynn Mullins
Marketing & Communications Director
-
Chris Sargent
CFP®
CPWA®
C(k)P®
Director of Financial Planning | Wealth Advisor
-
Stefan W. Simpson
AIF®
IACCP®
COO | CFO | CCO
-
Keith Trent
CFP®
ChFC®
MSBA®
Wealth Advisor
-
Nina Wagner
Executive Assistant
-
Madison Wallace
CFP®
Wealth Advisor
-
Laura Werner
Client Service Associate | Paraplanner
-
Marley Wood
CFP®
Wealth Advisor
-
AJ Bunn
CFP®
Wealth Advisor
-
Tanner Castle
CFP®
Wealth Advisor
-
Michael Cochran
CFP®
CIMA®
Chief Investment Officer
-
Kimberly Cushman
Operations Specialist
-
Audra Garrett
Client Relations
-
Brandon W. Garrett
CFP®
CIMA®
AIF®
Chief Executive Officer
-
Wayne Garrett
CPA/PFS®
CFP®
RICP®
Executive Chairman
-
Hayden Hill
CFP®
Wealth Advisor
-
Elaina McClure
Marketing Associate
-
Laura McCrory
Internal Office Bookkeeper | Receptionist
-
Jason McGarraugh
CFP®
MS®
Wealth Advisor
-
Calynn Mullins
Marketing & Communications Director
-
Chris Sargent
CFP®
CPWA®
C(k)P®
Director of Financial Planning | Wealth Advisor
-
Stefan W. Simpson
AIF®
IACCP®
COO | CFO | CCO
-
Keith Trent
CFP®
ChFC®
MSBA®
Wealth Advisor
-
Nina Wagner
Executive Assistant
-
Madison Wallace
CFP®
Wealth Advisor
-
Laura Werner
Client Service Associate | Paraplanner
-
Marley Wood
CFP®
Wealth Advisor
-
AJ Bunn
CFP®
Wealth Advisor
-
Tanner Castle
CFP®
Wealth Advisor
-
Michael Cochran
CFP®
CIMA®
Chief Investment Officer
-
Kimberly Cushman
Operations Specialist
-
Audra Garrett
Client Relations
-
Brandon W. Garrett
CFP®
CIMA®
AIF®
Chief Executive Officer
-
Wayne Garrett
CPA/PFS®
CFP®
RICP®
Executive Chairman
-
Hayden Hill
CFP®
Wealth Advisor
About
Madison is a Wealth Advisor at BentOak Capital and works primarily in the Fort Worth office. Madison believes the role of a financial planner is to help clients develop a comprehensive strategy to pursue their long-term objectives and lifestyle goals. She helps the firm create scalable workflows and processes, while also contributing to the firm’s overall financial planning and investment management process.
Madison currently serves on several boards and committees: Treasurer for the Women’s Policy Forum of Tarrant County, The Investment Committee For The Girl Scouts of Texas Oklahoma Plains, Director for the DFW Chapter of the Financial Planning Association NexGen Committee, and the Texas Tech University Personal Financial Planning Alumni Advisory Board. Madison also serves as a voting member of our investment committee and is a member of the Fort Worth Chamber of Commerce.
Madison graduated Cum Laude from Texas Tech University in 2017 with a Bachelor of Science in Personal Financial Planning. She is a CERTIFIED FINANCIAL PLANNER® practitioner and also holds a Texas Life and Health Insurance license.
When not at the office, you will find Madison spending time at the lake, helping on the family ranch, reading, traveling, or spoiling her dog, Barkley.
“One of the most fulfilling aspects of my job is building meaningful relationships with our clients. It is truly an honor to support them in their long-term planning and witness the positive impact it has on their families for years to come.”
Madison
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