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...

Halle Carter

Associate Wealth Advisor

Halle graduated from UC Davis with a Bachelor's degree in Statistics, complemented by minors in Accounting and Economics. Her strong analytical background and diverse skill set make her an invaluable asset to our team. Halle is...

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...