Madi joined Fluent Financial in 2026 as a Client Relationship Manager, bringing a diverse background in client service and financial support. She earned her degree in Psychology from the University of Utah and previously worked at a family office in Salt Lake City, where she supported clients with a variety of financial and administrative needs. She also worked as a licensed real estate agent, developing strong relationship management and client service skills.
At Fluent Financial, Madi assists clients with their day-to-day service needs, participates in portfolio reviews, and helps prepare comprehensive financial plans. She is committed to providing exceptional service and building lasting client relationships.
Outside of work, Madi enjoys fitness and is an IFBB Wellness Professional Athlete, competing internationally. She also enjoys riding motorcycles and spending time relaxing with her two 7-year-old French Bulldogs.
Our process helps you retire confidently—sooner than you thought possible.
Initial Review – A complimentary portfolio assessment to evaluate your investments, risk exposure, and retirement timeline.
We identify tax-saving opportunities and fine-tune your strategy to maximize cash flow while maintaining financial security.
We implement our proven investment models, helping you retire sooner while keeping your financial future secure.
You’ve built your wealth—let’s ensure it works for you. Whether you’re planning for retirement, optimizing investments, or securing your family’s future, our team is here to help.