Madeline Lyman

How Can She Help You?

Madeline is an experienced client service associate who brings an optimistic, open, and friendly demeanor to the clients and the other members of the JMB Financial Managers team. She is extremely detail-oriented and is excellent at organizing the “how” of a problem or situation and finding a resolution.

What Makes Her Knowledgeable?

She has more than two years of experience providing superior client service, including data management, account opening, and preparing clear and concise financial reports for clients.

Prior to joining the JMB Financial Managers team, she worked as a Client Service Associate for GoldBook Financial. Prior to working in the financial services industry, she accumulated six years of service experience in the brick-and-mortar retail industry.

Madeline holds a Bachelor of Science in Political Science with a Minor in Data Analytics from the University of California at San Diego.

Getting to Know Her

Madeline lives in Irvine. Away from the office, she takes Pilates and Yoga classes, and is a baseball fan (San Francisco Giants). She has also donated her time and resources as a baker for Cakes for Kids, a non-profit organization that provides birthday cakes for children in foster homes.