Theodore is a Paraplanner at McLean, where he works closely with the Advisory Team to prepare financial plans, while serving as the primary coordinator and communicator between our clients, support team, and advisors. Prior to his role as a Paraplanner, Theodore worked as a financial planning associate for a Wealth Management firm in Virginia.
- B.S in Marketing from George Mason University
Greatest Professional Satisfaction
Helping my team provide the best service, and learning from them.
Greatest Personal Satisfaction
Helping my friends and my family through this crazy world we call life.