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Madison Carleton headshot

Madison Carleton

Client service associate

Madison joined Heritage in March 2025 as a Client Service Associate. Prior to this, she gained valuable experience in the banking industry, working as an analyst supporting commercial credit transactions. She holds a degree in Finance from Texas A&M University, where she proudly graduated as a member of the Fightin' Texas Aggie Class of 2023. Currently, Madison is working through the Certified Financial Planning program at Texas A&M University with the goal of becoming a CFP, and she is passionate about helping families plan for life’s significant milestones.

A Houston native, Madison enjoys spending her free time baking, cooking, volunteering at the SPCA, participating in workout classes, and cherishing moments with her family—especially her two-year-old nephew.