Jason Rizkallah

What exactly do you do at our company?

I partner with clients to create holistic and comprehensive retirement plans designed to answer their specific questions regarding their ability to fund retirement.

What is your favorite part about working with McLean?

I have two favorite parts about working at McLean. First, it is the entire team. We have such a diverse background, both in culture and expertise. The second is the freedom we have as employees to do what's right for the client in every engagement. We are not bound by what is solely available at McLean but rather can recommend the best-fit solutions for clients that may be found outside our organization.

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

Honest, Meticulous, Passionate

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

I have been face-to-face with a Great White shark in the wild.

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

I enjoy outdoor sports such as fishing. I also enjoy going to the gym.

Are you a coffee or tea person?

Coffee all the way!

How many different states have you lived in?

One, Maryland.

What's your favorite book or movie?

Favorite book: The Odyssey

Early bird or night owl?

Both. I stay up late and wake up early most days.

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

Grilled Octopus. It was delicious.

Managing Director, Financial Planning