Hi, I'm Maddy

Head of Client Experience

I am a resourceful, efficient problem solver that likes to get things done. If a project needs to get off the ground, I take the initiative and run with it, do whatever research is necessary, and implement the tasks at hand.

As an administrative professional, I joined the Trailhead Planning team in 2022 with extensive experience with process management, executive operations, and client service in the financial services industry.

My core focus is on providing support to our advisors and a high-quality and friendly service to all of Trailhead Planners’ clients.

I live with my husband in the gorgeous old river town of River Falls, WI near my large extended family.

I enjoy hanging out with my family and friends and hiking, reading, cooking, baking, listening to a podcast, or traveling.

Favorite Hike: Devil's Punchbowl in Olympic National Park or Chapel Loop on Pictured Rocks National Lakeshore 

Bucket List Travel Destination: Portugal

Hi, I'm Maddy

Head of Client Experience

I am a resourceful, efficient problem solver that likes to get things done. If a project needs to get off the ground, I take the initiative and run with it, do whatever research is necessary, and implement the tasks at hand.

As an administrative professional, I joined the Trailhead Planning team in 2022 with extensive experience with process management, executive operations, and client service in the financial services industry.

My core focus is on providing support to our advisors and a high-quality and friendly service to all of Trailhead Planners’ clients.

I live with my husband in the gorgeous old river town of River Falls, WI near my large extended family.

I enjoy hanging out with my family and friends and hiking, reading, cooking, baking, listening to a podcast, or traveling.

Favorite Hike: Devil's Punchbowl in Olympic National Park or Chapel Loop on Pictured Rocks National Lakeshore 

Bucket List Travel Destination: Portugal

Hi, I'm Maddy

Head of Client Experience

I am a resourceful, efficient problem solver that likes to get things done. If a project needs to get off the ground, I take the initiative and run with it, do whatever research is necessary, and implement the tasks at hand.

As an administrative professional, I joined the Trailhead Planning team in 2022 with extensive experience with process management, executive operations, and client service in the financial services industry.

My core focus is on providing support to our advisors and a high-quality and friendly service to all of Trailhead Planners’ clients.

I live with my husband in the gorgeous old river town of River Falls, WI near my large extended family.

I enjoy hanging out with my family and friends and hiking, reading, cooking, baking, listening to a podcast, or traveling.

Favorite Hike: Devil's Punchbowl in Olympic National Park or Chapel Loop on Pictured Rocks National Lakeshore 

Bucket List Travel Destination: Portugal

About

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© 2025 Trailhead Planners

Form CRS

Form ADV Part 2

Trailhead Planners, LLC (“Trailhead”) is a registered investment advisor offering advisory services in the States of Oregon, Minnesota, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.

The information on this site is not intended as tax, accounting, or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.

Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Trailhead Planners, LLC, disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.

Trailhead does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall Trailhead be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if Trailhead or a Trailhead authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

About

Women

Entrepreneurs

Blog

Contact

© 2025 Trailhead Planners

Form CRS

Form ADV Part 2

Trailhead Planners, LLC (“Trailhead”) is a registered investment advisor offering advisory services in the States of Oregon, Minnesota, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.

The information on this site is not intended as tax, accounting, or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.

Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Trailhead Planners, LLC, disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.

Trailhead does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall Trailhead be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if Trailhead or a Trailhead authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

About

Women

Entrepreneurs

Blog

Contact

© 2025 Trailhead Planners

Form CRS

Form ADV Part 2

Trailhead Planners, LLC (“Trailhead”) is a registered investment advisor offering advisory services in the States of Oregon, Minnesota, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.

The information on this site is not intended as tax, accounting, or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.

Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Trailhead Planners, LLC, disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.

Trailhead does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall Trailhead be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if Trailhead or a Trailhead authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.