Dana Udumulla

As the Investments Manager at Madison Trust Company, Dana Udumulla brings a wealth of experience in the alternative investment industry. With her expertise, Dana has helped numerous clients achieve their investment goals through Self-Directed IRAs. As a Certified IRA Services Professional, Dana specializes in IRAs and alternative investments such as real estate, private equity, and many more. In her role at Madison Trust Company, she oversees the team that assists clients with their investments while ensuring compliance with IRS regulations. Dana is dedicated to empowering investors to gain control of their retirement planning to achieve their financial goals and secure their financial future.

Ian Robertson

Ian Robertson has been with Madison Trust for the past five years, serving Self-Directed IRA investors all over the country. Throughout his tenure, he has walked thousands of investors through the process of unlocking their funds from more restrictive retirement plans to placing investments that better align with their knowledge and expertise. Ian resides in Upstate New York with his wife and daughter, enjoying the beautiful scenery nearby, and escaping to warmer beaches as often as possible.