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Jodie M
Series 63, Series 65
Madison, WI
Sycamore Investment Consulting Services, LLC
Jodie Mclellan is a financial advisor with Sycamore Investment Consulting Services, LLC in Madison, WI, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has been with Sycamore since 2023 and has over two decades of experience at Buttonwood Partners, Inc. Mclellan serves as a volunteer board member of the Australian Shepherd Club of America. Sycamore Investment Consulting Services, LLC provides integrated investment management and financial planning to individuals, families, trusts, qualified pension and profit-sharing plans, and charitable organizations, with a focus on individual and high-net-worth clients. The firm uses a top-down, asset-allocation approach emphasizing actively managed mutual funds, customized portfolios, and regular reporting and reviews.
Gregory R
CFP®, Series 63, Series 65
Madison, WI
Sycamore Investment Consulting Services, LLC
Gregory Rademacher is a Certified Financial Planner® with 27 years of industry experience. He is the founder of Sycamore Investment Consulting Services, LLC, where he has worked since 2003, and also has a long tenure with Buttonwood Partners, Inc. In addition to his advisory work, he serves as treasurer of Mount Olive Lutheran Church in Madison, WI, and holds board positions with the Wisconsin Association of Charitable Gift Planners and the United Way of Dane County Foundation. Sycamore Investment Consulting Services, LLC provides integrated investment management and financial planning to individuals, families, trusts, qualified pension and profit-sharing plans, and charitable organizations, with a focus on individual and high-net-worth clients. The firm uses a top-down, asset-allocation approach centered on actively managed mutual funds and customizes portfolios based on client risk tolerance and investment policy statements.
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