Gestión patrimonial / Equipo de gestión patrimonial / Patrick (PJ) Madson
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Patrick (PJ) Madson Green Bay Downtown
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Patrick (PJ) Madson Asesor Financiero, Jefe De Departamento

PJ Madson es el Vicepresidente Senior de Nicolet Wealth Management.  Inmediatamente después de graduarse de la universidad, PJ comenzó su carrera financiera como parte de una firma de asesoría independiente.  En 2016, esa firma se unió a Nicolet National Bank para mejorar los servicios al cliente.  Sus años como asesor independiente le ayudaron a dar forma a su perspectiva empresarial al comprender las intenciones del cliente y a construir luego un plan para cumplir con esos objetivos.

Cree en vivir todos los días con intención para sus clientes y su familia.  Reside en De Pere con su esposa, Carrie, y sus cuatro hijos. Les gusta pasar tiempo juntos en varios eventos deportivos y viajar en familia.

PJ se graduó en Notre Dame de la Baie Academy y la Universidad de Wisconsin-Eau Claire con una Licenciatura en Administración de empresas y finanzas.  Es un Certified Financial Planner®, posee registros de valores de las Series 7, 63 y 66 y tiene licencia en seguros de vida y salud.  PJ ha sido director de Nicolet Wealth Management desde 2016.

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