Meet Madi
Madi is a Registered Relationship Manager based in Portage, Michigan. She joined Mercer Advisors in 2022 through the acquisition of Sanford Advisory. She previously held the title of Investment Advisor Representative at Sanford Advisory. Madi earned her B.A. degree in English from Michigan State University Honors College.
Her working style
Madi has meticulous attention to detail and the capacity to manage and organize high volumes of activity with creativity. Her affinity for human connection makes her a natural fit in wealth management where relationship building is the cornerstone of trust.
Madi in real life
What keeps you busy outside of work?
I enjoy being outdoors, staying active, and spending time with family and friends. My niece and twin nephews keep me on the go and continuously remind me how precious the little moments are.
Any words you try to live by?
After the sudden loss of my mom at 18, I’ve become acutely aware of how fleeting life can be. Tomorrow isn’t promised, so make the most of today.
What’s one thing you are surprisingly good at?
Multitasking! I have a walking pad under my desk at home, and I walk anywhere from 5-10 miles a day while navigating the high demands of relationship management workflow.
Meet Madi’s Teammates
Scott Williams
Sr. Wealth Advisor
What Madi Says
Scott is detail-oriented, extremely articulate, and cares about the well-being of his clients. Working alongside him for the last six years has been the highlight of my time in the industry.
Tami Leffingwell
Manager, Client Service
What Madi Says
Scott is detail-oriented, extremely articulate, and cares about the well-being of his clients. Working alongside him for the last six years has been the highlight of my time in the industry.
Brent Kerstetter
Sr. Wealth Advisor
What Madi Says
Although you may not be able to tell at first glance, Brent’s superpower is his heart. His capacity for empathy, understanding, and humanity is what sets him apart from most advisors. His quiet strength is what draws clients to him, and for good reason!
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