A culture of service From a collaborative, family team
Madi defines what it means to be a team player at Kooman & Associates. Madi helps put the pieces of the big financial picture together for clients, by compiling and analyzing data to create our custom reporting, and she supports the financial advisory team at every step of the planning process. She works closely with Kate and Jeff, helping to develop new client financial plans and update existing client financial plans, utilizing our financial planning software to adapt individualized client solutions.
Madi is a General Securities Registered Representative (Series 7) and is a Registered Investment Advisor Representative (Series 66), and holds the PA Life and Health insurance license. She is dedicated to broadening her financial knowledge through additional education and is studying to become a CERTIFIED FINANCIAL PLANNER™ professional.
She is a graduate of University of Central Missouri with a B.S. in Actuarial Science. Madi lives in Hollidaysburg with her two corgis, Buster and Scout, and is a member of the Allegheny Mountains Toastmasters.