Broker Check

INDIAN WELLS PRIVATE WEALTH ADVISORS

Meet the Team

MacLean Capital Advisors is an independent registered investment adviser serving high-net-worth individuals, families, and business owners in Indian Wells and throughout the Coachella Valley. The firm is led by co-founders Christian A. MacLean, CFA®, CPA, and Brette MacLean, alongside Associate Wealth Advisor Jeremy Kallmann. Together, our team combines tax-aware investment management, comprehensive financial planning, and personalized service to help clients navigate complex financial decisions with clarity and confidence.

Christian A. MacLean, CFA®, CPA

Christian A. MacLean, CFA®, CPA

Chief Investment Officer

Christian A. MacLean, CFA®, CPA, is Co-Founder and Chief Investment Officer of MacLean Capital Advisors. With nearly three decades of experience, he advises high-net-worth individuals and families, business owners, and physicians.

Brette MacLean

Brette MacLean

Managing Partner

Brette MacLean is Co-Founder and Managing Partner of MacLean Capital Advisors in Indian Wells. With nearly two decades of experience, she oversees firm operations and helps deliver personalized service to high-net-worth clients.

Jeremy Kallmann

Jeremy Kallmann

Associate Wealth Advisor

Jeremy Kallmann is an Associate Wealth Advisor at MacLean Capital Advisors in Indian Wells. A Palm Desert native and investment adviser representative, he supports planning and investment management for high-net-worth clients.