Associate Planner

Catrina is an Associate Planner at McLean where she works closely with senior advisors in the New Hampshire office to serve high net worth clients.  Her primary responsibilities include preparing comprehensive financial plans and analysis, preparing investment presentations, and developing tax projections.  She has over 8 years of experience in the financial services industry, including various positions with Fidelity Investments.

Education

  • B.S. in Business Administration, concentration in Finance, University of New Hampshire

Professional Designations and Associations

  • CERTIFIED FINANCIAL PLANNER™
  • FINRA/NASD Series 7, 66, and 63
  • Life Accident & Health Insurance License – New Hampshire

Greatest Professional Satisfaction

Being a part of motivated team that has the expertise and passion to help clients be as financially successful as possible.

Greatest Personal Satisfaction

Being an older sister holds a special place in my heart.  I feel blessed to have the opportunity to serve as a role model to my sisters.  One of the greatest gifts in my life is being a part of my sisters’ lives as I continue to watch them grow.