Team
Caragh D. Fahy, CFP®
Owner and President
Caragh D. Fahy, CFP® is Owner and President at Madison Financial Planning Group with 20 years of experience in the financial services industry.
Leyla Z. Morgillo, CFP®
Financial Planner
Leyla Morgillo, CFP® is a Financial Planner at Madison Financial Planning Group and has over 10 years of experience in the financial services industry.
Jim Tucker
Financial Planning Assistant
James Tucker is a Financial Planning Assistant at Madison Financial Planning Group. Jim joined the firm in 2018 and brings with him an extensive financial planning and wealth management background.
Karen M. Palladino
Practice Manager
karen.palladino@madisonfpg.com
Karen Palladino is the Practice Manager at Madison Financial Planning Group. She has over 10 years of experience as a Practice Manager in the financial services industry.
Maureen C. Zupan, CLU®
Co-Founder
Maureen C. Zupan, CLU® is the Co-Founder of Madison Financial Planning Group. After nearly 44 years of experience in the financial services industry, she retired in 2016.
Our National Support Team
Timothy Johnson, JD*, CRPC®
Chief Investment Strategist
Dianna Parker, CFP®
Director of Planning
Areas of expertise: Complex estate planning, business succession planning, and retirement planning. Education: Master’s degree from Southern Methodist University.Professional designations: CFP® 30 Years
Jane Johnson, CFP®
Director of Financial Advisory Services
Areas of expertise: Estate, retirement, investment, and business succession planning. Education: Bachelor’s degree from the College of William and Mary. Professional designations: CFP® 28 Years
Robert Appel, JD*, LL.M, MBA
Vice President, National Design
Donna Rowan, JD*, LL.M, CLU®, ChFC®
Assistant Vice President, National Design