As an Associate Director based in Pathstone’s Bellevue, Washington office, Madisen serves as both the main point of contact to several multi-generational clients and families to provide holistic financial planning to meet client’s unique goals. From charitable giving, to planning for major life milestones, Madisen’s goal is to meet clients where they are at and guide them in their goals to help clients live out their preferred life. She enjoys building meaningful and lasting relationships with clients beyond their financial lives.

Madisen joined Pathstone in 2022 after three years at KPMG and obtaining her Certified Public Accounting license. She earned her BS degree in Accounting and International Business at Oregon State University. She holds a CPA and CFP license.

Outside of the office, Madisen enjoys being active and getting outside. She loves spending time with her family and at her church.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

A Chartered Financial Analyst (CFA®) is a professional designation given to investment professionals who have successfully completed the requirements set by the globally recognized CFA Institute. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management, and security analysis.