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  • Writer's pictureRobert Dunn, CFP®

Hello and Goodbye: Novi Wealth Team Update

Updated: May 26, 2022

We are excited to announce the newest addition to the Novi family: Madison Mount.

She started Tuesday, June 1st but she may be a familiar face; Madison interned with us last summer (Summer 2020 Interview). Despite the COVID pandemic, during her internship she demonstrated the Novi values and displayed promise in the financial profession. We were fortunate to recognize it early and wanted to keep her on the team. In January, we offered her the role of Client Services Associate and thankfully, she accepted.

Madison is a native to the greater Princeton area. She attended Notre Dame High School in Lawrenceville, NJ. She went on to attend and recently graduated from the University of Tampa’s Sykes College of Business with a degree in International Business and Management.  Madison chose to study International Business and Management because of her interest in different cultures and her love of travel. However, soon into her college career she discovered a passion for personal finance and wanted to help others reach their goals. Realizing a newfound path, Madison looked to gain experience in a career she did not initially plan to enter. She joined Delta Sigma Pi, a professional business fraternity on campus and was elected to serve as VP of Finance for her pledge class. That same year Madison started interning at Northwestern Mutual to gain professional experience in financial advising. Although this experience opened her to new possibilities, Madison was interested in joining a fee-only firm which ultimately led her to Novi Wealth Partners.

Please feel free to welcome Madison to the team.

We have two goodbyes.

Abby joined our team to help during the pandemic. She played a crucial role to ensure we continued the services we strive to deliver. Although we knew her time with us would be temporary, we are sad to see Abby go. We are grateful she was able to assist us and wish her all the best as she embarks on a new career in insurance.

Dominick is heading to the Big Apple. He has been a member of our advisory team for the past two years and a great addition to Novi. We are sad to see him go and we wish him well. We are confident he will be successful in helping people with their financial goals for years to come.


התגובות הושבתו לפוסט הזה.
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