Madi Krummen
Madi serves as a Financial Planner for the firm. She supports the financial planning team with insurance analysis, tax projections, college and retirement analysis, and other updates to client’s financial plans since she joined in May 2024. Madi also supports clients with various administrative tasks and problem solving to make client lives a little easier. Prior to joining the firm, Madi gained valuable experience interning with another wealth planning firm in Birmingham, AL and then working as an associate advisor for that firm. During this time, she gained an impressive set of experiences serving high net worth clients and working with their CPAs and attorneys.
Madi’s credentials include:
- Master of Science, Family Financial Planning and Counseling, University of Alabama.
- BS in Consumer Sciences from The University of Alabama.
- Series 65 investment advisor representative.
- Certified Financial Planner (March 2024)
Madi was born and raised in Mason, Ohio as the youngest of three siblings. Madi comes from a large close-knit family with aunts, uncles, and cousins throughout the Cincinnati area. Outside of work, she enjoys running, cooking new recipes, spending time with family, and getting to explore her native city through a new lens.
