OUR TEAM
STRONGER TOGETHER
For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.
That’s where my firm comes in.
Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs.
At Madison Financial & Associates, we help families and professionals just like you be the best stewards possible of your money to pursue the type of financial future you dream about.
Our priority is helping you take care of yourself and your family. Our goal is to provide you with guidance that can help you understand and better define what truly matters to you. We will also help you get through challenging periods, even if that means alleviating some of the stress caused by worrying about your short-term financial needs.
If you’re not already working with us, we offer a Second Opinion Program so that folks like you can speak with a qualified financial planner at no cost, ask questions, and get some fresh financial advice. If you’d like to set up your own 1-hour, complimentary consultation, call our office and schedule some time to talk. We look forward to speaking with you!
JEFFREY R. CORDELL
Vice President of Operations
Private Wealth Manager Assistant
JASON BOKINA
Director of Marketing & Communications
JENNI DONOVAN RIOS
Virtual Marketing Assistant
STRONGER TOGETHER
For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.
That’s where my firm comes in.
Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs.
At Madison Financial & Associates, we help families and professionals just like you be the best stewards possible of your money to pursue the type of financial future you dream about.
Our priority is helping you take care of yourself and your family. Our goal is to provide you with guidance that can help you understand and better define what truly matters to you. We will also help you get through challenging periods, even if that means alleviating some of the stress caused by worrying about your short-term financial needs.
If you’re not already working with us, we offer a Second Opinion Program so that folks like you can speak with a qualified financial planner at no cost, ask questions, and get some fresh financial advice. If you’d like to set up your own 1-hour, complimentary consultation, call our office and schedule some time to talk. We look forward to speaking with you!
JEFFREY R. CORDELL
Vice President of Operations
Private Wealth Manager Assistant
JASON BOKINA
Director of Marketing & Communications
JENNI DONOVAN RIOS
Virtual Marketing Assistant