Our Guidance. Your Gain.
Our Guidance.           Your Gain.

Principals

Jorge Valentin - Partner

A twenty-three year veteran of the insurance industry, Jorge's foray into the field was at US Healthcare where he focused in large group sales and later broker management. In 1994, Jorge and his colleague Matthew Laurence combined their knowledge and expertise to form their own coporation, Quantum Financial Strategies, Inc., and later MADISON Consulting Group. In addition to his Health and Life insurance licenses, Jorge holds several FINRA licenses. He attended the University of Wisconsin at Madison, and graduated with a degree in Business Administration and Political Science. Jorge is a member of the Society of Human Resources and a member of the International Foundation of Employee Benefits.

 

Check the background of this investment professional on FINRA's BrokerCheck 

 

 

Matthew Laurence - Partner

Prior to co-founding MADISON Consulting Group, Matthew spent 10 years at MONY Securities Corp and Metlife Securities honing his skills in the securities and insurance industries. An investment consultant, Matthew has a Bachelor of Science Degree from Cornell University and holds the FINRA Series 6,7,24,63, 65 licenses as well as his Health & Life insurance licenses. He has also earned a Certified Investment Management Analyst (CIMA®) designation from the Investment Management Consultants Association and the Accredited Investment Fiduciary Analyst (AIFA®) professional designation from the Center of Fiduciary Studies, in association with the University of Pittsburgh. This designation certifies him to conduct investment fiduciary assessments. Most recently, Mr. Laurence earned the Registered Fiduciary certification (RF™) which identified him as having met the highest fiduciary standard in the financial industry. Matthew is also a long time member of the International Foundation of Employee Benefits.

 

Check the background of this investment professional on FINRA's BrokerCheck 

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