What exactly do you do at our company? 

I ensure all accounts are set up correctly in our portfolio accounting system and ensure the integrity of the data contained within it. I also create reporting for the advisors to use with clients and handle large-scale processing projects such as the creation of quarterly statements.

What is your favorite part about working with McLean? 

The family-style atmosphere and knowing that ideas don’t fall on deaf ears as everyone is out to provide the best experience.

What are 3 words you’d use to describe McLean? 

Family, Innovative, Tenacious

What’s a fun fact about you that many people may not know? 

I had dinner on the track of The Great Movie Ride in the western scene, in Disney Hollywood studios, including a walking tour of the entire attraction.

What do you like to do when you aren’t working? 

Spend time with my family, and maintain many different hobbies, from cigars and video games to amateur watch repair and everything in between, depending on the moment.

Are you a coffee or tea person?

Coffee, coffee, coffee

How many different states have you lived in?

0 – but I have lived in two commonwealths. Pennsylvania and Virginia…

What’s your favorite book or movie?

Depends on the day.

Early bird or night owl?

Both.

What food have you tried that was the furthest out of your comfort zone?

Nothing exceedingly exotic, I will eat just about anything but don’t necessarily go on the hunt for new things to try. Instead. I prefer to try unique items that may not be “uncomfortable,” like a fried cube of tomato bisque that I had on the Disney Dream.