Meet the Team

Our team is dedicated to providing exceptional service and we take pride in building long-lasting relationships with our clients.

Christian MacLean

CFA, CPA, President & Co-Founder

Christian is uniquely qualified to help individuals and families meet their most important financial goals. His professional designations include Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA), a rarity in the...

Brette MacLean

Vice President & Co-Founder

Previously, Brette worked at Merrill Lynch as a financial advisor. Brette holds a Bachelor of Arts degree with a major in Psychology from the University of California, Santa Barbara, and a Master’s degree from Chapman University. She...

Jeremy Kallmann

Wealth Management Associate

Jeremy Kallmann was born and raised in Palm Desert and brings a strong local connection along with a solid foundation in business and client service. He earned his Associate of Science in Business Administration from College of the...