Associate Planner

Claudia is an Associate Planner at McLean, where she works closely with senior advisors to serve high-net-worth clients. Her primary responsibilities include creating, implementing, and maintaining comprehensive financial plans for clients.

Prior to joining MAMC, she discovered her interest in financial planning through her experience interning at two other wealth management firms. At Virginia Tech, Claudia was an active member of the Financial Planning Association; she learned about the financial planning profession, attended conferences, and networked with other professionals in the industry.


  • B.S. in Financial Planning and Wealth Management, Virginia Tech University

Greatest Professional Satisfaction

Gaining insight and experience from the wealth management team at McLean Asset Management, who are focused on excellence through financial planning and service to our clients.

Greatest Personal Satisfaction

I love to take on new adventures! I completed my private pilot’s license in December 2020 and am excited to explore the skies now that I've completed my undergraduate degree. I also love to be active, try new foods, and explore new places with my friends and family.