A culture of service From a collaborative, family team
Madi defines what it means to be a team player at Kooman & Associates. Madi helps put the pieces of the big 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, helping to develop new client financial plans and update existing client financial plans, utilizing our financial planning software to adapt individualized client solutions.
Madi is a CERTIFIED FINANCIAL PLANNER™. She also is a Registered Investment Advisor Representative (Series 66) and holds the PA Life and Health insurance license.
She is a graduate of University of Central Missouri with a B.S. in Actuarial Science. Madi lives in North Carolina with her husband, Justin, and their pets, Buster and Pepé. She is a member of the Allegheny Mountains Toastmasters and enjoys being outside and traveling in her free time.
Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.