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.
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.
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.