Senior Wealth Advisor, Partner
Senior Wealth Advisor, Partner
Madeline didn’t follow a traditional path into wealth management—and that’s exactly what makes her approach so distinctive. She began her career out of college with the U.S. Treasury Department in San Francisco and later transitioned into the tech world with a position focused on end user training at PeopleSoft. But through it all, there was one constant: her fascination with personal finance and her desire for meaning and purpose behind her career.
In her free time, she found herself consuming books, podcasts, and articles on investing, not just for herself, but also to help others. That passion and a desire for a more satisfying career in the service of others are eventually what led her to a career in financial planning, where she discovered a calling that blended her analytical strengths with her desire to help improve the lives of others.
In 2013, Madeline joined BlueSky Wealth Advisors through the acquisition of Pleasanton Financial Advisors, where she had already been delivering boutique financial planning services. Today, she serves as a Senior Wealth Advisor and Partner from the heart of the San Francisco Bay Area.
With dual degrees in Sociology and International Relations from the University of California, Davis, and a Certified Financial Planner (CFP®) designation, Madeline brings a wide-lens perspective to her work. She combines her extensive experience with client-centered compassion and thoughtful solutions, crafting financial strategies that reflect not just the numbers but the lives and values behind them.
Why Wealth Management?
Wealth management is more than a career—it’s a passion. What started as personal curiosity turned into a meaningful profession where she could guide others toward clarity and confidence in their financial lives.
Why BlueSky?
Upon joining BlueSky via acquisition, Madeline was impressed by how naturally the firm’s values aligned with those of the previous firm and her own. The fee-only, fiduciary model affirmed her belief in always putting the client’s best interest first, and the collaborative and supportive environment aligns with her belief in the power partnership. It’s not about transactions; it’s about people and communities.
Credentials and Education
BA, Sociology & International Relations — University of California, Davis
Certified Financial Planner (CFP®)
What Core Value Do You Resonate with Most?
Service — Madeline finds meaning in serving clients’ needs and guiding them through their financial journeys with expertise, empathy, and dedication. She believes in creating lasting impact through service to clients and leaving things better than she found them.
What's Your Favorite Part of Working at BlueSky?
Madeline loves helping clients discover what brings them joy and what their vision is for their life, then crafting a plan that makes those things possible. Whether it’s early retirement, travel, or legacy planning, she finds meaning in collaborating with both colleagues and clients to build roadmaps that turn vision into action.
What Do You like to do Outside of the Office?
Madeline enjoys hiking with her dog, practicing yoga, reading, and spending time with her family.
She’s an enthusiastic hockey fan, and you can often find her rooting ever optimistically for her home team, the San Jose Sharks.
Fun fact: She once had a retired greyhound who was rescued from an Arizona racetrack and hopes to adopt another one day.
Recent Blog Posts:
