MCLEAN - Key Persons
Alana is a Lead Advisor at McLean, where she helps to design and implement financial plans and wealth management strategies for high net worth (as well as emerging affluent) clients. She offers expertise in the areas of holistic financial planning, retirement income planning, estate planning, as well as research and analysis for tax planning. She joined McLean in 2018 and has worked as a financial planner in the Northern Virginia area for over twelve years, providing comprehensive financial planning to families of all backgrounds. Alana is a member of the Northern Virginia Estate Planning Council.
Alex is the managing principal for McLean Asset Management. In addition to his management responsibilities, he is one of the primary contributors to our content.
Amber supports the brand marketing efforts of McLean's sister firm, Retirement Researcher. Her main focus is cultivating satisfactory client experiences and supporting the firm's digital media branding.
Prior to joining Mclean, Amber had over three years of experience in marketing, client service, and project management.
Education
B.A. in Communication Studies, Concentration in Digital Media, Longwood University
Job Titles:
- Vice President, Financial Planning
Athena embraces the challenge of strategizing with clients on management of life transitioning events such as retirement, divorce or loss of a spouse, wealth transfer and receipt of an inheritance. Athena's professional mantra and ultimate reward is seeing her clients well-served by their wealth during their lifetimes and beyond. Prior to joining McLean, Athena was a financial advisor at A.C. Financial Consulting LLC and an educator in the Arlington County Public Schools.
Education
M.A. Education, Lesley College
B.A. English Literature, National Taiwan University
Professional Designations and Associations
Job Titles:
- Managing Principal, Director of Investment Analysis
Bob is responsible for McLean's investment strategy. In this role, he ensures that McLean stays at the cutting edge of financial innovation, and helps clients understand how to make the most of their investments within the broader framework of their retirement income plan.
Bob grew up around finance, and he started his career with Dimensional Fund Advisors. While there, he oversaw a data analysis program for financial advisors and helped them think through how to use data to illustrate their client discussions - including when not to use the numbers and focus on the intuition behind the numbers. Following Dimensional Fund Advisors, Bob joined inStream Solutions to help them develop one of the most complete financial planning analytics tools on the market.
Bob joined the McLean team to continue working to understand how investments fit in the broader retirement income paradigm, and to have a chance to work directly with clients to help them develop a more complete understanding of how everything fits together.
Bob grew up in Hanover, NH, and now lives in Portland, ME with his wife and two daughters.
Education
B.A. Government, Connecticut College
Briana's primary role is to support the Retirement Researcher brand and firm-wide marketing efforts. She focuses on cultivating a remarkable and reliable client experience, and she does so through her skillset in web development, digital marketing, project management, and superb technical support.
Briana brings over 10 years of marketing, client service, and administrative assistance experience to this role, including her previous work at NASA Federal Credit Union.
Education
A.A. in Psychology, Argosy University
Carla started her career in technology with Microsoft, where she provided technical services and hosted training workshops for young coders and local businesses. She then took her skills and passion for technology and lead the helpdesk at a local organization that provides training and support to contractors. Now, she has joined McLean as IT Manager, where she focuses on supporting our teams and building out our systems to best serve our clients. Carla has over seven years of experience in deploying and managing technology and she is continually learning and mastering new systems and frameworks.
Claudia is an Associate Planner at McLean, where she works closely with senior advisors to serve high-net-worth clients. Her primary responsibilities include creating, implementing, and maintaining comprehensive financial plans for clients.
Dean is the founding principal and president of McLean. His articles appear in peer reviewed professional publications such as Journal of Financial Planning and he has spoken at several professional and educational seminars at both the local and national level. Dean is also a two-time recipient of the Northern Virginia Community Foundation Crystal Award, given each year to an individual or organization for outstanding service and dedication to the foundation.
Jason Rizkallah joined McLean in 2019. With over a decade of experience advising clients through all aspects of their financial life, Jason specializes in holistic financial planning and prudent investment selection to help his clients achieve their long-term financial goals. A strong believer in putting the client first, Jason embodies the philosophy that McLean values with all client relationships. Jason has been a practicing CFP since 2014. As a CFP, he ensures that his client's interests are at the forefront of every interaction. At McLean, Jason will partner with you to create your financial plan, provide guidance on how to properly invest according to your specific risk tolerance and objectives, and ensure you are on track to achieve your financial and life goals.
Education
B.A. in Economics from the University of Maryland, College Park
Professional Designations and Associations
Jonathan is an Investment Associate at McLean working in the Investment Operations Department. He is responsible for ongoing client portfolio reviews, executing required investment changes, and supporting the advisory team. Jonathan also assists with McLean's Investment Committee.
Prior to joining the McLean team, Jonathan worked as a financial planning associate for a CPA Wealth Management firm in Maryland.
Education:
Bachelor of Science, Business Administration (Finance) from the University of South Carolina.
Job Titles:
- Client Service Associate
- Senior Client Service Associate
Job Titles:
- Financial Planner
- Investment Operations Specialist
- Title of Investment Operations Specialist
Stephen is a Financial Planner at McLean where he works with clients in creating, implementing, and maintaining comprehensive financial plans. Before joining McLean, Stephen worked as a Financial Planner at Vanguard. Prior to his time as a planner, Stephen worked directly with advisors at various financial institutions, helping them to better understand and utilize retirement insurances, such as those designed to meet retirement income and long-term care planning needs.
Stephen Dozer holds the title of Investment Operations Specialist at McLean. In line with his professional motto is, "If you don't know I'm here, I'm doing my job correctly", his job is to simply ensure that everything is running smoothly. Stephen is responsible for maintaining record keeping system operations and the data management of custodians and vendors. Prior to his start at McLean, Stephen was a Senior Operations Specialist for ProFunds/ProShares in Bethesda, MD. There, he ensured the data integrity of trade for clients and managed several different processes essential to fund operations. Stephen earned his BSBA in Accounting from Kutztown University and his MBA from American Public University.
Theodore is a Paraplanner at McLean, where he works closely with the Advisory Team to prepare financial plans, while serving as the primary coordinator and communicator between our clients, support team, and advisors. Prior to his role as a Paraplanner, Theodore worked as a financial planning associate for a Wealth Management firm in Virginia.
Wade joined McLean in 2013, the same year Investment News named him one of the "20 people expected to shape the financial advisory industry." Since then, IN has named him to their lists of industry leaders every year, most recently on their list of "Icons & Innovators" of the financial industry in 2016. He has been recognized with numerous other honors, including sharing the 2012 Academic Thought Leadership award from the Retirement Income Industry Association for his work evaluating outcomes of different retirement strategies.