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 achieve 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: 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, 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. Madison also holds a Texas Life and Health Insurance license, the Series 7 license through LPL Financial, and the Series 66 with LPL Financial and Garrett Wealth Advisory Group.
When not at the office, you will find Madison spending time with her family at the lake, reading, playing card games, traveling, or spoiling her dog, Barkley.