Our team was founded by Jim McLean, who was born and raised in the farming country of the Midwest. From an early age, he learned the importance of values such as honesty, integrity and trust, and that people are defined by the actions they take to support those values. As such, Jim strives to apply them to every aspect of both his personal and professional lives.
To ensure his clients’ needs continue to be met well into the future, Jim sought to build a bridge for his business by partnering with his daughter, Kelly McLean Rindock. A highly educated and motivated individual, Kelly brings a fresh perspective and new insights to the team. Jim and Kelly are supported by Jeniffer Montero & Christy Lukity, who are committed to excellence in customer service.
The team is structured so that Jim and Kelly serve as the primary contacts for their respective clients. However, both are uniquely knowledgeable in various aspects of financial planning, a fact that allows them to provide clients with seamless programs designed to help them achieve their goals.
If you require immediate assistance and your primary advisor is unavailable simply speak with Jeniffer or Christy, and they will be happy to direct you to the appropriate person.