A culture of service From a collaborative, family team
Madi defines what it means to be a team player at Kooman & Associates. Behind the scenes, she helps put the pieces of the financial picture together for clients, by compiling and analyzing data to create our custom reporting, and she supports the financial advisory team at every step of the planning process. She works closely with Kate and Jeff to help ensure our clients have the best possible experience.
Madi is a General Securities Registered Representative (Series 7) and Registered Investment Advisor Representative (Series 66), and is dedicated to broadening her financial knowledge through additional education and certificate coursework.
She is a graduate of University of Central Missouri with a B.S. in Actuarial Science. Originally from Olathe, Kansas, Madi arrived in Central Pennsylvania to join the Kooman team with her four-legged friend Scout, a Corgi. Madi lives in Cresson.