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.
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