Sarah Madison is an Associate Advisor at Whitnell. She provides technical support in the preparation of financial plans and investment portfolios, and assists advisors in implementing financial plans for clients.
Additionally, Sarah is an integral part of the company’s tax team, assisting in the preparation of individual and trust tax returns. Sarah enjoys working closely with advisors to assist with client analysis, investment portfolio updates and tax projections.
Sarah started at Whitnell in 2009 as a Financial Planning Coordinator. Before joining Whitnell, Sarah worked as a sales assistant in the advertising sales division of a national cable company. A graduate of DePaul University, Sarah received her Bachelor’s in Marketing with a concentration in Sales Leadership in 2007.