Broker Check

Our Team

Scott McLean

CEO

scott@mtagllc.com

Scott McLean has been in the financial services industry since 1983. He founded McLean Advisory Group in 2008. Since that time, Mclean Advisory Group has been helping families...

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George Kastanis, CFP®

Senior Wealth Advisor

george@mtagllc.com

George Kastanis, CFP® joined McLean Advisory Group in 2011.  He has been in the financial services industry since 2009. George found his passion for finance during...

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Alyssa Carroll

Client Relations/New Business

Alyssa@mtagllc.com

Alyssa Carroll has been with McLean Advisory Group since January of 2018, when she started during tax season as the tax coordinator. She quickly grew into the client relations role when tax season ended. She looks forward to...

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Bonnie Urban

Administrative Assistant

6094895200

bonnie@mtagllc.com

Bonnie Urban joined the McLean Advisory Group team in 2019 as a Front Desk associate/administrative assistant. She enjoys meeting all the clients as they come in and assisting them to make their day easier. Bonnie has her Associate's...

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Patti Cadigan

Tax & Financial Assistant

patricia@mtagllc.com

Patti Cadigan joined McLean Advisory Group in January 2021 during tax season as a data entry staff member. After tax season, McLean Advisory Group promoted her to tax & financial assistant to support the tax & financial departments...
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