

Area of Focus: Coordination with client’s tax, trust and estate advisors
Designations: CFA (Henning, Basher); CFP (McDermott, Hack)
Advisor is licensed/registered to do business with U.S. residents in the states of: OH
Madison Wealth Management and the FIVE STAR Program are not affiliated.
Individuals Pictured within the video are not Madison Wealth Management clients. Actual client results and experiences will vary.
Left to right: Front row: 2009 Winners Cern Basher and Joe Hack Back row: Two-Year Winner Alan Henning and 2009 Winner Jim McDermott

FIVE STAR Wealth Managers are selected as a result of a rigorous research process. The resulting list represents no more than 7% of the wealth managers within their market area.
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