Associate Planner

Teshika (Tee) is a Client Services Associate at McLean, where her responsibilities include providing support in all aspects of client services, relationship management, and account maintenance. She began her career in investments in the 90s, working for a family-owned financial consultants firm in Rockville, MD. She worked as a paraplanner for 7 years, developing financial plans for clients. More recently, she worked for a wealth management firm in Gaithersburg, MD as an Investment Assistant for over 10 years, establishing accounts and investment opportunities for client portfolios. Tee is also a Notary Public.

Greatest Professional Satisfaction

I love the relationships I’ve made over the years from working with diverse clients by assisting them with any problems or questions they might have to reach their goals.

Greatest Personal Satisfaction

My greatest personal satisfaction is being a mother.  I live in Gaithersburg with my partner, Shawn, and our daughter Olivia, plus our cat (Patches) and dogs (Pedo, Nyla and Pac). I love spending time with my family and friends, and – when I can find the time – I truly enjoy reading.