Jessica Wunder Named a Managing Principal
We’re proud to share that Jessica Wunder, CFP®, CRPC®, RICP®, has been named Managing Principal!
Since joining the firm in 2012, Jessica has distinguished herself as a nationally recognized leader in retirement income planning and a fierce advocate for her clients, guiding them through life’s most complex financial decisions with clarity and confidence.
Jessica’s appointment highlights her central role in McLean’s success and future direction. Over more than a decade, she has exemplified the firm’s mission of blending academic research with practical application to deliver retirement strategies that work in the real world.
“When I began transitioning my client relationships, I knew Jessica was the right person to care for the people I had worked with for so many years,” said Dean Umemoto, Founder of McLean. “Her rare combination of technical expertise, warmth, and dedication has earned the trust of both clients and colleagues. By stepping into senior leadership, Jessica adds new depth to an already strong team, helping us honor what we’ve built while forging an even stronger future together.”
As Managing Principal, Jessica will remain deeply engaged with her clients while also shaping McLean’s long-term strategy and mentoring the next generation of advisors. Her leadership reflects McLean’s commitment to growth, innovation, and maintaining the highest standards of client care.
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