About Maddie
Maddie supports Focus Partners Wealth's Dallas office by managing client relationships and providing support on day-to-day inquiries. Her favorite part of her role is the behind-the-scenes work in the client experience process and acting as a liaison between advisors and custodians. Her goal is to make sure that clients always feel supported and taken care of. She also provides operational support to advisors so they can spend more time working to help clients achieve their financial goals.
A Texas native, Maddie was born in San Antonio and raised in Katy, a city west of Houston. In her free time, she loves spending time with her family and friends. She also enjoys traveling, shopping and trying new restaurants.
Education and Professional Milestones
-University of Texas at San Antonio - bachelor's degree in sociology.
-Was employed with Fisher Investments as a client service associate in the operations department
Maddie supports Focus Partners Wealth's Dallas office by managing client relationships and providing support on day-to-day inquiries. Her favorite part of her role is the behind-the-scenes work in the client experience process and acting as a liaison between advisors and custodians. Her goal is to make sure that clients always feel supported and taken care of. She also provides operational support to advisors so they can spend more time working to help clients achieve their financial goals.
A Texas native, Maddie was born in San Antonio and raised in Katy, a city west of Houston. In her free time, she loves spending time with her family and friends. She also enjoys traveling, shopping and trying new restaurants.
Education and Professional Milestones
-University of Texas at San Antonio - bachelor's degree in sociology.
-Was employed with Fisher Investments as a client service associate in the operations department