Shannon Fitzpatrick
Client Services Assistant
I joined Madison Wealth Planners in 2016, bringing with me over 15 years of experience in the financial services industry, specifically in client servicing and marketing roles. My academic background includes a Bachelor's Degree in Marketing from Fairleigh Dickinson University in Madison, NJ, which has equipped me with the skills to effectively communicate and connect with our clients.
Throughout my career, I have been dedicated to providing comprehensive service and support to our clients, ensuring their needs are met with attention and care. My role allows me to blend my marketing expertise with my passion for building strong client relationships, contributing to our firm's mission of personalized financial planning. Being part of a team that values integrity and trust makes my work both rewarding and meaningful.