Team

Caragh D. Fahy, CFP® is Owner and President at Madison Financial Planning Group with 20 years of experience in the financial services industry.

Leyla Morgillo, CFP® is a Financial Planner at Madison Financial Planning Group and has over 10 years of experience in the financial services industry. 

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 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® is the Co-Founder of Madison Financial Planning Group. After nearly 44 years of experience in the financial services industry, she retired in 2016.

We are excited to announce that Madison Financial Planning Group has a new team member! Jacklene Hutcheson is a Licensed Client Service Administrator with Madison Financial Planning Group. She has more than 20 years of experience.

Areas of expertise: Fixed-income, equity allocations, alternative investments, and affluent wealth Education: Juris Doctor degree from Vanderbilt University School of Law; Bachelor’s degree in Political Science from Lipscomb...

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

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

Areas of expertise: Advanced planning case design support, field training, legislative monitoring and reporting, compliance-related business and technical review of sales and marketing materials. Education: Juris Doctor degree from...

Areas of expertise: Advanced planning case design support, field training, legislative monitoring and reporting, and compliance-related business and technical review of sales and marketing materials. Education: Juris Doctor degree...