Madelyn Roberts

I’m Madelyn, I joined PEEK WEALTH in October 2024.

I recently graduated from Emory University with a BA in Philosophy and Political Science, and I am thrilled to jumpstart my career in the financial services profession at PEEK WEALTH!

With my background in research, tech, writing, and marketing, I am excited to help PEEK WEALTH in providing superb client service, streamlining backstage tech processes, and ensuring the best experiences for both our clients and our staff.

I am originally from Louisville, Kentucky, and I currently reside in San Diego. I am an avid reader, and if I am not curled up with a book, I am usually found hiking or playing with my dog, Josie.

I am eager to work with my team to help ease the stress of financial planning and craft your ideal life. And If you’ve got investments and accounts all over the place, making it hard for you to see the full picture, I’m here to make things simpler. I look forward to working with you!