Carmen joined McLean in 2024, bringing her diverse experience in client service and wealth management. Before joining McLean, Carmen was a Client Service Associate at a registered investment adviser (RIA), where she supported the primary advisor in delivering exceptional client support. Prior to her wealth management experience, Carmen worked in the insurance industry and holds her VA life, health, and annuities license.

Greatest Professional Satisfaction

I am driven every day by the opportunity to make a positive impact on the client's financial well-being and be a part of their success. McLean’s dedication to client excellence aligns with my own commitment to outstanding service.

Greatest Personal Satisfaction

I enjoy spending time with my friends and family and going on adventures with my two puppies.