Annette Beckwith

Annette serves as the Client Service Manager with Madison Financial Planning, where she is dedicated to delivering exceptional service to both our existing clients and those just beginning their journey with us. She plays a key role in ensuring every new client's journey is a smooth and welcoming onboarding process.

Annette is passionate about creating thoughtful, detail-oriented client experience while building meaningful, long-lasting relationships—one of the core values at the heart of our firm. She brings a strong professional background in office management and compliance, along with a genuine connection to our local community.

A longtime Madison resident, Annette lives with her husband, Scott and their three children, Ethan, Darien, and Morgan, and their Boston Terrier, Toby. Outside the office, you will often find her enjoying time on the golf course.