About Us

We build deep, strategic relationships with those who require more than conventional advice. Our team excels when complexity demands action.

At M+, we solve for what others can’t see, overcoming complexity with clarity.

Every M+ client arrives with wealth in place. They’ve worked with advisors, built structures, but each has reached a level of complexity that requires something more. Often, they come to us when traditional models fall short—or when their full financial picture has become too fragmented to track alone.

We build long-term, trusted relationships with a select group of individuals and families—those who value privacy, purpose, and a partnership grounded in mutual respect.

We don’t show up just for decisions. We’re here for lives in progress.

Our Expert Team

Kuldeep S. Madan

Founder + CEO

Kuldeep Madan founded Madan+Associates on the principle that the status quo is never enough. Whether he’s influenced his clients in this viewpoint or they’ve influenced him, the result is the same: Paying attention to the “small stuff” others overlook makes the big stuff happen. A refusal to accept the first answer yields a strategy no one has thought of yet. Ordinary solutions are for ordinary people, and M+’s. clients are anything but ordinary.

If M+ was built on tenacity, it’s grown on trust. Even at his most driven, Kuldeep is aware that blazing a trail is meaningless if no one is there to follow. He’s built exceptional teams who share in his relentlessness and integrity, and his work has been recognized by Forbes Magazine and shared on stages across the country.

The ambition Kuldeep pours into his professional pursuits are reflected in his personal pursuits as well: Kuldeep and his wife have made it their mission to see the whole world before they welcome their daughter in November 2025. In between their travels, the Madans call Long Island City home.

  • Aaron turns vision into action, building the systems and structure that allow M+ to scale without compromise.

    Aaron Hughes

    COO + Senior Partner

    Leadership | Operations | Partners

  • If tech can make it better, Abhishek makes it happen by connecting the right tools with the right people to elevate our work and power our growth.

    Abhishek Joshi

    CTO

    Leadership | Operations

  • Alex thrives on removing roadblocks for our clients, anticipating needs before they arise to deliver clear, actionable, and empowering plans.

    Alex Aderman

    Senior Partner + Advisor

    Leadership | Partners

  • Charlie is the ultimate puzzle-solver, designing high-end financial models that align precisely with each client's unique goals and needs.

    Charles Sleys

    Director of Case Design

    Operations

  • With a background in healthcare and underwriting, Cheri uses clinical insight and thoughtful risk assessment to see the stories behind the numbers.

    Cheri Abbott

    New Business Coordinator

    Operations

  • Connor finds the connections others overlook, turning financial data into insights that help clients protect what matters most.

    Connor Stewart

    Financial Analyst

    Operations

  • Courtney sweats the small stuff, ushering each client’s case through with care and an eye for detail.

    Courtney Perry

    Case Manager; Client Services

    Operations

  • Gabby sits at the intersection of strategy, storytelling, and technology, bringing our firm’s offerings to life in an elegant, engaging way.

    Gabriella Chu

    Integrated Marketing Manager

    Marketing

  • Griffin gives our brand its voice, drawing a clear, meaningful, and compelling throughline across what we do and who we do it for.

    Griffin Price

    CMO

    Leadership | Marketing

  • John has been underwriting life insurance for over 30 years, and that kind of experience shows up in every conversation.

    John S. Silvia

    Director of Underwriting Strategy

    Operations

  • Whether it’s onboarding new clients or coordinating trades and transfers, Jose keeps our investment business moving behind the scenes.

    Jose Novoa

    Lending Specialist

    Operations

  • Kathleen is our resident go-to and the steady hand behind the structure and strategy that drives our processes, relationships, and client experience.

    Kathleen Cleveland

    Director of Operations

    Operations

  • As the keeper of the company calendar, Krisanthi can account for every second of the team’s day. Even Pizza.

    Krisa Malaj

    Executive Assistant to CEO

    Operations

  • Kuldeep’s role as M+’s visionary relies on both his strategic sharpness and human heart, a proven recipe for assembling exceptional teams.

    Kuldeep S. Madan

    Founder + CEO

    Founder | Leadership | Partners

  • Manjola leads our renewals department with a passion for protection solutions and financing that’s matched only by her passion for people.

    Manjola Cela

    Director of Renewals

    Operations

  • The expression “it’s a dog’s life” applies perfectly to me.

    Pizza S. Madan

    Good Boy
  • Richard’s “people first, plan second” approach is at the heart of his ability to design strategies that optimize our clients’ financial positions.

    Richard Lewis

    Partner

    Partners

  • Rita solves big tax problems, helping high-net-worth individuals and business owners keep more of the wealth they've worked so hard to create.

    Rita Ryan, J.D., LL.M

    CFO + Head of Private Client Services

    Leadership | Operations

  • Rob is a client’s calm in the storm, bringing clarity and collaboration to even the most complicated of financial lives.

    Robert Apple

    Partner

    Partners

  • With calm, positivity, and kindness, Sandra Eustache makes it easier for great teams to do great work.

    Sandra Eustache

    Executive Assistant

    Operations

  • Ironically enough for a recovering daredevil, Scott helps people feel protected, confident, and cared for—especially when life takes unexpected turns.

    Scott Cohen

    Director of P&C + Partner

    Partners

  • Steve wakes up every day thinking about how to optimize our Salesforce environment so that it drives efficiency, growth, and customer satisfaction.

    Steve Harris

    Senior Business Applications Lead

    Operations

Curated connections.
Expertise when it matters most.

Our extended network is built with the same precision and high expectations we have for our team. When the need is clear, we engage trusted specialists who reflect our values, discretion, and commitment to your goals.