The Founder’s Journey

Long before my first day in financial services, I was the kid reading every volume of the family Encyclopedia Britannica—repeatedly, cover to cover. I had an insatiable need to understand how things worked and how they came to be. That curiosity shaped everything that followed.

It led me to Lehigh University on a football scholarship, where I pursued Industrial Engineering before ultimately earning my degree in Economics. The combination wasn't accidental. I wanted the analytical discipline of engineering and the strategic framework of economics—and I intended to put both to work. When I graduated in 2002, I was ready to roll up my sleeves and apply what I called "financial engineering" to helping people build and protect their wealth.

The reality of the industry didn't quite match that vision. Over more than two decades—and one CFP® designation later—I gained deep expertise across the financial planning landscape. But I also saw, time and again, a gap between what clients needed and what they were actually getting. The analytical rigor, the genuine commitment to putting clients first—it was the exception, not the rule.

Madison Planning Associates was built to be different. This firm is the realization of what I set out to do from the beginning: apply real financial engineering—today's financial planning at its best—with the client's interests driving every decision.

Our foundation is the transformational impact of financial planning and data analysis. We understand that most financial decisions are made in an information vacuum, with emotions and feelings in the driver's seat. Our process starts with understanding you—who you are and what matters most to you—so that we can build a data-backed plan of action that channels those emotions toward achieving your goals.