Heather joined McLean in 2024 to provide administrative and client service support to the wealth management and leadership teams. Prior to McLean, she worked in mortgage services at Sandy Spring Bank, gaining experience as a Loan Processor and Loan Officer Assistant. Heather also has a background in accounting, and she volunteers as a certified income tax preparer with the IRS Volunteer Income Tax Assistance (VITA) program.

Education

B.A. Business Administration & Accounting, Huston-Tillotson University

Greatest Professional Satisfaction

I am passionate about helping clients reach financial milestones and find financial solutions. Being part of their journey and success story is what moves me. McLean’s commitment to excellence in our clients’ success inspires me every day.

Greatest Personal Satisfaction

In my free time, I enjoy horseback riding, swimming, and spending time with friends and family. I absolutely love spoiling my niece and nephew!