Christian is uniquely qualified to help individuals and families meet their most important financial goals. His professional designations include Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA), a rarity in the financial industry to have both. Prior to co-founding MacLean Capital Advisors, Christian served as a financial advisor at Merrill Lynch. He has also worked as a CPA for Deloitte and Touche, LLP, and Arthur Andersen, LLP, in Orange County. He holds a Bachelor of Arts degree with a major in Business Economics from University of California, Santa Barbara.
Previously, Brette worked at Merrill Lynch as a financial advisor. Brette holds a Bachelor of Arts degree with a major in Psychology from the University of California, Santa Barbara, and a Master’s degree from Chapman University. She has completed her coursework at the University of La Verne for her Doctorate in Organizational Leadership.
Our Client Service Associate, Ramona Graab comes from a sales background, where she developed and fostered client relations with multiple Fortune 500 companies. Ramona works closely with those we serve to create a great client experience. This begins with ensuring a smooth transition to MCA, and then assisting them with daily servicing as well as providing operational support.
Our Investment Associate, Jacob Rees serves as a member of the advisory team while also supporting the core functions of financial planning for clients. Jacob graduated with a degree in Economics from the University of California, Los Angeles.