Investment Support Specialist

Madison Wagner started her path in finance because she was raised, and understood at an early age, the ideology of financial independence. She wants to continue this approach in her adult life by learning and advancing her understanding of financial stability.

Madison is a central point of contact for our clients and acts as a liaison between the client and customer service. She facilitates account setups and implements recommendations. She is also responsible for collaborating with Schwab and different departments to improve client support and enhance client satisfaction.

Madison graduated from Indiana University with a bachelor’s degree in fine arts in digital art. She comes to Worley Erhart-Graves with experience in office management in the insurance industry and IT management.

Madison enjoys working on her digital art projects. When she is not making art, she likes to spend time relaxing and drinking with friends. She is also an avid podcast listener including topics such as supernatural, murder, Bravo TV/Reality Shows and pop culture.