Maddie joined CWJ with five years of experience in the finance world. With her background in tax and financial planning, she takes a comprehensive approach to wealth management with an emphasis of tax strategy. She enjoys collaborating with team members with various experience and expertise to provide solutions for her clients to help reach their financial goals.
Before joining Moneta, Maddie earned her Bachelor of Science in Accounting and Master of Accountancy degrees from the University of Missouri-Columbia, with a graduate certification in Taxation. She subsequently earned her CPA designation.
During her graduate studies, Maddie completed internships with two of the Big 4 accounting firms and ultimately accepted a full-time offer from PwC where she specialized in national tax services and international tax. After nearly three years in public accounting, she joined a private multi-family office serving ultra-affluent families. She enjoys the complexity of her family office clients and leverages her knowledge to serve clients with various wealth levels and financial needs.
Outside of the office, Maddie enjoys spending time with her husband Adam and exploring Saint Louis with their dog Molly. Walking and biking through Forest Park, venturing out to new restaurants, and game nights with family and friends are some of her favorite local activities. She also dedicates her time advocating and fundraising for Melissa’s Hope Orphanage in Haiti, where she has visited nearly each summer since the age of 13 and where she first met her adopted younger sister Lulu.
EDUCATION
- B.S., Accountancy, University of Missouri—Columbia
- M.S., Accountancy, University of Missouri—Columbia
- Graduate Certificate, Taxation, University of Missouri—Columbia
PROFESSIONAL DEVELOPMENT
- Certified Public Accountant (CPA)
