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Madison Hammel, CFP®

Investment Adviser Representative

Madison Hammel CFP Consolidated Financial

About Madison

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Education

Miami University, Magna Cum Laude

Certifications

CERTIFIED FINANCIAL PLANNER® Professional, Series 66 (Investment Adviser Representative), FINRA Series 7 (Registered Representative), FINRA Series 24 (General Securities Principal) held through Lincoln Investment, Resident Producer (Accident, Life & Health Insurance & Property & Casualty Insurance)

Career Statement

I started my career with Consolidated Financial in 2015, and have been fortunate to enjoy every step of the way. Our firm prioritizes clients first and the simple distinction makes all the difference. We specialize in beneficiary retention, where oftentimes we will work with many generations within the same family. While performance is a key metric we allow each client to define success in their own terms. While some of our clients set their sights on a magic number, others just want to have enough money in the bank to visit grandchildren whenever they want. Whatever the goal, we work with clients to build a plan that works for them.

Hobbies

In my free time I enjoy spending time with my husband and two children. As a family we like to go hiking, camping, and visiting with family and friends.

Areas of Specialization

  • Retirement Planning

  • Wealth Planning

  • Executive Compensation

  • Generational Wealth

  • Real Estate Investing

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