People make all the difference

The varied expertise of our team goes far beyond investment management to encompass retirement planning, tax and estate planning, risk management, philanthropic planning, education planning, and the full spectrum of financial counseling services. The teams coming together to support our clients include specialists with designations and degrees ranging from CFP®, CFA® and CPA to MBA, JD, LLM and PhD.

But, you’ll benefit from more than our technical know-how. From every team member you work with, you’ll sense a willingness to collaborate and to understand and appreciate your views and preferences…along with a selfless dedication to helping you attain your goals.

We have carefully selected professionals to our team who are committed to delivering what we believe is an exceptional client experience.

Madeline Hauser

Office Administrator

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Madeline joined The Colony Group in 2016, bringing more than 15 years of experience working in the financial services industry, primarily in client relations. As a Client Service Associate, she supports a team of wealth management professionals, helping to implement and administer the comprehensive financial plans created for clients. She is also responsible for assisting with the tax return preparation process and general office support functions.

Madeline grew up in  Ireland where she studied Business Administration.  She balances her work with caring for her daughter and, in her spare time, she enjoys cooking, spending time at the beach and working out.