Staci Madsen
Financial Advisor | Serving Families, Professionals & Community Heroes
What I Am Not
I’m not a one-size-fits-all advisor.
I’m not here to sell you a product or push a plan that doesn’t fit your life.
I’m not going to speak in jargon or overwhelm you with charts.
What I am is a hardworking family and businesswoman who takes the time to understand how you’re wired so we can build a financial plan that truly fits.
With experience serving families, professionals, and those who dedicate their lives to serving others, like first responders, educators, healthcare providers, military, and law enforcement, I focus on creating strategies that balance today's needs with tomorrow's dreams.
Outside of work, I am proud to support my husband's dual career as a fire fighter and realtor, while raising three amazing kids who remind me of the daily importance of planning for both the expected and the unexpected.
I believe financial planning works best for you when it's personal. Whether you're planning for retirement, education planning, or preparing for the unexpected, I'm here to help you make confident, informed decisions.
Often, people think that finances are stagnant, or stuck in the way it's always been. The first step I take is to look at ways to simplify, consolidate, and diversify.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
