Our Associates

Mike is a General Securities Principal, an Accredited Investment Fiduciary Auditor ® through the Center for Fiduciary Studies at the Katz Graduate School of Business. He is a Certified Financial Planner™ through the College...

Dan and John bring a team approach to wealth management at Madison Wealth Managers. Combined, they possess over 30 years of experience in managing clients’ wealth through all phases of the investing life-cycle and in every...

Dennis is currently the Senior VP of Fixed Income for Madison Wealth Management. Dennis began his financial services career at McLaughlin, Piven, Vogel Securities of 30 Wall Street in 1990 where he developed a successful Fixed Income...

Steve holds a Dual Bachelor of Science Degree in Management and Communications from Syracuse University, and has over 30 years experience in Operations and Business Development.

Briana graduated Magna Cum Laude from Russell Sage College in 2002 and went on to obtain her J.D. from Albany Law School in 2005. She was admitted to practice law in 2007 and has experience in various aspects of the legal field and is...

Rob is an award winning Sales and Marketing Representative skilled with many years of experience in territory management, route planning & sales support. He studied both Business and Media Arts at SUNY Adirondack in Queensbury, NY....