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Madison Kort
Administrative Assistant
Madison plays an important role in creating a positive experience for clients throughout their financial planning journey. As Administrative Assistant, she supports the daily operations of the office by coordinating schedules, managing front desk responsibilities, overseeing office logistics, and providing exceptional client service. Her attention to detail and commitment to excellence help ensure that both clients and team members receive the support they need.
Passionate about building meaningful relationships, Madison strives to make every client feel welcomed, informed, and confident when interacting with the firm. She takes pride in helping create a seamless and professional experience from the first phone call to each office visit.
Madison graduated from California State University, Fullerton with a Bachelor’s degree in Business Administration, with a concentration in General Management. Prior to joining the firm, she gained valuable experience in both the legal and event industries, where she developed strong communication skills, adaptability, and a client-focused approach.
Outside of the office, Madison enjoys staying active through pickleball and is passionate about fitness, health, and overall wellness.