Meet Madeline Longo
Madeline is a CERTIFIED FINANCIAL PLANNER® professional who discovered her passion for financial planning while studying Finance, Investment, and Banking at the University of Wisconsin–Madison.
She loves building out plans and finding unique solutions for each client, an approach fueled by her desire to help people reach their greatest potential and empower them to focus on what truly matters in life.
Originally from Minneapolis, Minnesota, Madeline enjoys trying new recipes, exploring new destinations, and spending time with friends and family.
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Smart Tax Strategies for Investors: Capital Gains and Tax Loss Harvesting Explained
October 15, 2025