Broker Check

Team

Caragh D. Fahy, CFP®

Owner and President

caragh.fahy@madisonfpg.com

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

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Leyla Z. Morgillo, CFP®

Financial Planner

leyla.morgillo@madisonfpg.com

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

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Jim Tucker

Financial Planning Assistant

james.tucker@madisonfpg.com

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.

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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. 

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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.

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Our National Support Team

Timothy Johnson, JD*, CRPC®

Chief Investment Strategist

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...
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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

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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

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Robert Appel, JD*, LL.M, MBA

Vice President, National Design

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...
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Donna Rowan, JD*, LL.M, CLU®, ChFC®

Assistant Vice President, National Design

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...
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