Madeline has over 25 years of experience in the financial and insurance industry, bringing a strong foundation in client service, product knowledge, and operational support. Her career began shortly after graduating from Central Connecticut State University in 1993 with a Bachelor of Science in Business Management. Madeline spent six years with Manufacturers Life Insurance Company, where she managed the customer service department. She developed leadership skills, deep product expertise, and a commitment to delivering high-quality service.
Since then, she has worked alongside a variety of independent insurance agents and financial planners, supporting them through detailed research, plan development, and product analysis.
As an assistant and paraplanner, Madeline prepares comprehensive financial reports, conducts thorough research on investment and insurance products, and assists with compliance to help recommendations meet regulatory standards. While much of her work happens behind the scenes, she regularly supports clients by answering inquiries, processing transactions, and updating plans as their circumstances evolve. Her approach combines accuracy, organization, and a client-first mindset, allowing financial planners to focus on strategic guidance and meaningful client relationships.