He joined Royal Alliance, Madison Planning’s broker-dealer, working in advisory services, where he supported the firm’s independent advisors. He said the role taught him how to be a problem solver for the advisors and their clients.
Andrew supports Madison Planning’s clients by providing policy analysis and financial planning. “I’m proud to say that we’re a family helping families. I don’t know many people who get as much personal satisfaction out of providing support and solutions to their clients,” he said.
“Our firm has had steady growth for the past 15 years and I am happy my sons are taking over,” Gary said. “Court personnel make up 60% of our clients with other clients coming to us from referrals,” he said. “I am grateful beyond my wildest dreams that we can have a family firm. We’ve worked hard for the last five years to get to the point where it won’t matter if I am not here.”