Madeleine Cloutier Underwood

Madeleine Cloutier Underwood

Client Services & Events Manager

Madeleine serves as the Client Services and Events Manager for Legacy Planning Group.

In 2015, Madeleine graduated from the Rawls College of Business at Texas Tech University with a Bachelor of Business Administration in Marketing. During her time as an undergraduate, Madeleine was actively involved in numerous organizations, including: Vice President of her sorority, Zeta Tau Alpha; Ambassador for the Rawls College of Business and Chancelor Kent Hance; President of Mortar Board, an organization consisting of the top 50 seniors at Texas Tech; and was nominated for 2014 the Homecoming Queen Court.

After serving as the Information Specialist for the McKinney Chamber of Commerce, Madeleine found the freedom to follow an exciting new path – a career in the Financial Services Industry. She went on to serve as a Financial Services Representative for Fidelity Investments, where she developed a deep discipline for exceeding client expectations while providing consultative investment and financial planning guidance. In April of 2017, Madeleine joined her father at Legacy Planning Group. Madeleine and her father specialize in helping individuals create and follow successful retirement strategies. Madeleine feels like she has truly found her passion – helping clients reach their financial goals.

Madeleine maintains several securities registrations held through LPL Financial, including her Series 7, 66, and 63. She has also attained a Life, Accident and Health Insurance License. Madeleine is constantly working to expand her investment knowledge, so she will continue to be a great resource for her clients.

Madeleine enjoys giving back to her Community. She is a member of the Women's Alliance of McKinney, serves as an Ambassador Team Leader for the McKinney Chamber of Commerce, and is the current Civic Duties Chair for McKinney Young Professionals. In 2019, she had the privilege of managing the marketing and public relations for Relay for Life of McKinney. In addition, Madeleine is honored to be a current member of the Leadership McKinney Class of 2020. 

Madeleine's hobbies include spending time with her husband, Tyler Underwood, and rescue boxer dogs. Tyler earned his MBA in Accounting from Texas Tech University, and is currently pursuing a law degree at Texas A&M. The newlyweds are very excited to start their life together.