Madeline joined the Precision Wealth Strategies team officially in July of 2020. Prior to that, Madeline spent almost a decade with a regional bank in various positions including relationship manager, trust officer, and retirement planning specialist, all with a compliance tilt. In addition, Madeline is a Certified Financial Planner™, former Certified Trust & Fiduciary Advisor, and formerly held the FINRA Series 7 & 63. She brings her knowledge of the many sides of investment management regulations and business practices to her current position. Madeline graduated from Boston University in 2007, and after a stop in Washington, DC to work for an E