Vision Capital Management Financial Advisor Portland Oregon

Vision Capital Management has been providing clients financial planning and investment management services since 1999. Visit our site to find out more.

  • About
    • Our Story
    • The Team
      • Christopher Anissian, APMA®
      • Katelyn Cummings, CFP®
      • Bryan Goss
      • Gina Jacobson, CFP®, CDFA
      • Marina Johnson, CFA
      • John LaBarca, CFA
      • Ellen Logan
      • Maria Malloy, CFP®
      • Sue McGrath
      • Sarah Quist, CFP®
      • Jeffrey Schmidt, CFA
      • Matthew Sheets, CFP®
      • Chris Sizemore, CPWA®, CMFC
      • Stacy Sizemore, IACCP®
      • Madison Steinbrenner, IACCP®
      • Liz Swagerty Olsen
      • Cliff Yount, IACCP®
    • Careers
  • How We Help
    • Financial Planning
      • What is Financial Planning?
    • Investment Management
      • Our Approach to Investing
      • Investment Update
      • Environmental Social Governance
  • Who We Help
    • Employees with Stock Compensation
    • Gen X
    • NIKE Employees
    • Nonprofits
    • People Experiencing Life Transitions
    • Professionals
    • Women Seeking Female Financial Advisors
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  • Contact

Madison Steinbrenner, IACCP®

Madison Steinbrenner Vision Capital Client Service and Operations Manager

Madison Steinbrenner, IACCP®

Client Service and Operations Manager

maddie@vcmi.net | 503 221 5656
Madison provides administrative support to our team of Client Relationship Managers that provide financial planning services. She is also a key member of our compliance team and assists in the regulatory overview of all company activities, communications, policies, and procedures.
  • About Madison
  • Professional
  • Community
  • Education
Maddie developed a natural curiosity for personal finance in college and her eagerness to learn is palpable. She’s a pleasure to be around because she genuinely wants to make your day better and has that rare quality of being comfortable in her own skin. As a college athlete, her attention to detail and drive to succeed set her apart. It comes as no surprise that she’s taken up running and already has her sights set on completing an Iron Man, all the while managing her voracious appetite for reading.

DESIGNATIONS

  • IACCP® – Investment Adviser Certified Compliance Professional

CURRENT

  • Meals on Wheels volunteer
  • Bachelor of Science in Viticulture and Enology, University of California, Davis, 2019

HONORS

  • University of California Davis Dean’s List, 2015-2019
  • UC Davis Senior Citation, Outstanding Academic Performance, 2019

Certifications and Associations

Certified Women Owned Business
Certified
Private Wealth Advisor
Certified Financial Planner
CFA Institute
Certified Divorce Financial Analyst
Financial Planning Association Member
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  • 4380 S. Macadam Avenue, Suite 350 Portland, OR 97239
  • (800) 707-5335
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