Chief ‘Get Things Done’ Officer
Hi, I’m Maddy. I am the Administrative Assistant at Trailhead Planners.
I am a resourceful, efficient problem solver that likes to get things done. If a project needs to get off the ground, I take the initiative and run with it, do whatever research is necessary, and implement the tasks at hand.
As an administrative professional, I joined the Trailhead Planning team in 2022 with extensive experience with process management, executive operations, and client service in the financial services industry.
My core focus is on providing support to our advisors and a high-quality and friendly service to all of Trailhead Planners’ clients.
I live with my husband in the gorgeous old river town of Hastings, MN, near my large extended family.
I enjoy hanging out with my family and friends and hiking, reading, cooking, baking, listening to a podcast, or traveling.