Madeline Neumeier, CFP®
Wealth Manager
Madeline serves as a Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Madeline has spent her entire career in the financial services industry and has developed an in-depth knowledge for giving her clients a truly comprehensive planning and investment experience to meet their goals.
Madeline received her Bachelor of Business Administration degree in finance from Loyola University Chicago. She’s also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.
Madeline enjoys spending time outdoors golfing, fishing and hunting. She loves to share these hobbies with her friends, family and black lab, Costa.
Articles by Madeline Neumeier, CFP®
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