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Madison  Chaney, CAP®, CEPA®

Madison Chaney, CAP®, CEPA®

Chief Financial Officer

I was inspired by the unwavering dedication of my father and grandfather to join the financial industry. My goal is to help clients not only achieve their goals but also maintain strong relationships with their children and employees along the way.

From a young age, I found myself captivated by the concept of the Family Bank during client visits with my father. It ignited a passion within me to think outside the box and find creative solutions to the unique challenges that business owners face. What truly drives me is the opportunity to provide my clients with a sense of confidence, allowing them to feel confident and positive at night.

I wholeheartedly understand the emotional weight that comes with exiting a business. Having grown up in a long line of entrepreneurs, I've witnessed the immense dedication, sacrifices, and love poured into building a business. That's why I am committed to ensuring that my clients' company culture remains intact and that the future of their employees is secure. Moreover, I strive to create an income plan that aligns perfectly with their wants and needs.

Coming from a small town in Oklahoma called Perkins, I hold dear the values of community support and generosity. Supporting youth organizations and those who assist individuals and families in overcoming addiction are causes that resonate deeply with me. On a personal note, I am incredibly grateful for my partner Kasey’s unwavering support and encouragement. Their sacrifice and love are unmatched, and together, we hope to start a family soon.

When I'm not dedicating myself to my clients and career, I find joy in attending and watching various sports, with a particular fondness for football, women's basketball, and softball. My weekends are often spent at the lake, surrounded by my loved ones, cherishing the moments and embracing the motto that "a bad day of fishing beats a good day of anything else."