A few things: I work with our business owner clients to manage their company retirement plans and help their employees save for retirement. I also work with our operations and compliance team to manage client portfolios and make sure our billing and reporting is done accurately. As part of both roles, I am a member of our Investment Committee.
What is your favorite part about working with McLean?
Working with our clients. A close second would be the independence and autonomy to really put my stamp on what we do.
What are 3 words you’d use to describe McLean?
Entrepreneurial, Innovative, and client-focused.
What’s a fun fact about you that many people may not know?
I love American muscle/pony/sports cars. I’m currently working on restoring a fox-body Mustang.
What do you like to do when you aren’t working?
Reading, working on something at home or spending time with my family. Recently, I’ve been teaching our daughters how to make fresh pasta and sauce. We’re always looking for new recipes to try.
Are you a coffee or tea person?
Coffee
How many different states have you lived in?
Two
What’s your favorite book or movie?
Movie: Chef. The one from 2014 with Jon Favreau
Early bird or night owl?
Early bird.
What food have you tried that was the furthest out of your comfort zone?
I’m usually open-minded about food. I guess tongue may be the weirdest.
