Madeline Pesoli is a client service associate with a proven track record of cultivating trusted partnerships and delivering exceptional service. She thrives on anticipating client needs, finding solutions, and building long-term relationships grounded in trust and collaboration. In her role, she serves as a key point of contact for clients, ensuring their goals are understood, and their needs are met with professionalism and care.
Madeline Pesoli
Client Service Associate
Outside of work, Madeline can often be found in a yoga class. She also enjoys relaxing at home with a good book and the company of her two cats and her dog.
Core Areas of Focus:
- Client Service coordination
- Marketing Coordination
- Client Financial Planning Support
- Client event and meeting coordination
- Client Relationship Management
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IronOak Wealth Drives Change
Dedicated to Superior Service and Financial Innovation
We are committed to the security and growth of your investments, retirement plans, business goals, and personal finances, empowering you to achieve financial success with confidence.
100
+
Years of Combined Experience
22
+
Years of Providing Innovative Investment Solutions
14
+
Years Specializing in Company Retirement Plans
Team Devoted to Your Future
More than 100 years of combined experience
Our advisory team is dedicated to helping families, business owners, and executives preserve, grow, and transfer wealth with confidence. Each member of IronOak Wealth brings specialized expertise—spanning investment management, retirement planning, tax strategy, and estate coordination—ensuring every client benefits from a comprehensive and collaborative approach.
We believe true value is built through clarity, coordination, and trust. Our diverse team works together seamlessly to deliver the personalized attention and fiduciary guidance every client deserves.
