Valeo Financial Advisors LLC
Madison Theile is a Financial Advisor at Valeo Financial Advisors LLC, where employment commenced in January 2021, after gaining experience as a Financial Planning Intern. Prior experience includes a Business Development Intern role at Butler University, where a team developed the Butler Business and Leadership Academy for high school students. Madison also interned at Hurlow Wealth Management Group, Inc., assisting financial advisors in client meetings and improving financial plans. Earlier work experience includes positions as a Keyholder and Sales Associate at The Indiana Shop, where inventory management and customer service were key responsibilities, as well as serving as an Administrative Assistant at Dog House Rentals, managing financial documents and tenant payments. Madison holds a Bachelor of Science in Finance from Butler University, obtained in 2021.
This person is not in any teams
Valeo Financial Advisors LLC
2 followers
Valeo Financial Advisors, LLC 10 W Carmel Drive, Suite 400 Carmel, IN 46032 United States Valeo Financial Advisors is a fee-only advisory firm that is ranked as one of the largest financial advisory firms in the Midwest, and a Top 300 RIA Firm by the Financial Times. We focus on a client’s entire financial picture including insurance, taxes, cash flow, educational funding, retirement, and estate planning. As a result, we strive to provide the peace of mind that only comes from knowing all aspects of your financial life are working well together. All of this for one transparent fee.