PLANNING COORDINATOR

Madeline is a Planning Coordinator at Mosaic, supporting client families through the full scope of the planning process. Her work includes gathering, processing, and reviewing tax, legal, business, and financial data, then using it to build the balance sheets, entity maps, and cash flow models that inform decisions for the families Mosaic serves.

Madeline earned her BBA in Finance from the University of Houston. A proud Houstonian, she was inspired by her parents, both teachers, to build a career in service to others. Outside the office, she enjoys reading self-development books and trying new baking recipes.