With advisors able to perform some of the most complex, in-depth analyses found anywhere, we believe we have structured the most forward thinking company in retirement planning.  We even developed our own solution specifically to monitor distribution planning for our clients. However, any firm must commit to ongoing self-examination and change. That means an investment in people, technology, and training, with a strong emphasis on attaining advanced degrees and certifications. We learn from the continually increasing data at our disposal, refine our thinking, apply academic rigor, and always stick to the mathematics underlying it all. In this way, the methods we develop are time-tested, common sense solutions.

We take pride in the fact that we have client relationships well into their third decade.

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Talk to us today and see first-hand the difference quality service can make.

Bettina Adams

Client Services Associate

Athena Chang, CFP®

Vice President, Financial Planning

Rob Cordeau, CFP®

Director of Financial Planning

Eva Dunhem

Investment Operations Specialist

Jason Dye, CFP®

Managing Director

Bob French, CFA

Director of Investment Analysis

Paula Friedman, CFP®, AIF®, CPFA


Joel Gemmell, MBA, CFP®, RICP®

Vice President, Financial Planning

Danielle Jordan

Operations Coordinator

Marlene Lee

Senior Client Services Associate

Christian Litscher

Investment Associate

Lorraine Malo

Senior Client Services Associate

Kyle Meyer, CFP®, RICP®

Managing Director, Financial Planning

Alex Murguia, Ph.D

Managing Principal

Robert Papa, CFP®, RICP®

Vice President, Financial Planning

Wade Pfau, Ph.D., CFA

Director of Retirement Research

Safalta Sherpa

Associate Planner

Dean Umemoto, CFP®, ChFC®

Managing Principal

Pat Ward

Managing Director, HR & Office Administrator

Mark Witaschek, CFP®

Senior Vice President, Financial Planning

Jessica Wunder, CFP®, RICP®

Vice President, Financial Planning

A brief history of McLean Asset Management Corporation

Call (866) 827-0636 or click to get in touch.

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