Madison deKrafft

Client Servicing Coordinator | Financial Analyst

As a Client Servicing Coordinator and Financial Analyst, Madison is responsible for communicating with, servicing and helping to manage the implementation needs of a specified group of retirement planning clients. He actively serves as the primary point of contact for his clients within the business. Madison is focused on building his relationship with the clients he serves on a proactive basis. He has a complete understanding of the clients' customized retirement plans and works with them to facilitate implementation and answer all ongoing questions. 

Phone 704.943.2124