Madelyn Dobbe
Financial Advisor | Retirement, Investment & Estate Planning | Federal Benefits • Wealth Growth • Legacy Planning | Guiding Individuals & Families to Stress-Free Retirements & Lasting Legacies
- Role
- Educator at Federal Benefits Advisory Group
- Location
- Lehi, UT, US
- LinkedIn followers
- 500 followers
About Madelyn Dobbe
Some people chase the perfect retirement spreadsheet. I chase the perfect story behind it.Hello, hello! I\'m Madelyn, a financial advisor who helps people close to retirement build plans that actually fit the life they want. No cookie-cutter strategies here. I want to know what gets you excited, keeps you up at night, or makes you roll your eyes at budgeting advice.I work with everyone from van-life adventurers to country-club regulars who never miss a weekend round. Your lifestyle is yours, and my goal is to make sure your finances can keep up with it for the long haul.I take a personalized, future-focused approach and make complex strategies simple and sustainable. I\'m the advisor who explains it in a way that actually makes sense and works with you to take action.Outside of work, I\'m a night owl who enjoys walking through Target aisles like it\'s therapy, experimenting with hot pilates, or attempting a bungee class (spoiler alert: think less Tom Cruise, more comic-relief side-kick).Life is about small wins, and that\'s how I help my clients achieve big ones, too.
Experience
Educator
Federal Benefits Advisory Group
Apr 2025 — Present
I help federal employees understand their retirement benefits and how they fit into their overall financial future. Through workshops and one-on-one conversations, I simplify complex topics like FERS, Social Security, and the TSP so employees can make confident decisions and get the most out of the benefits they’ve earned.
Education
Brigham Young University
Communications, Public Relations
2019 — 2023
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