Our Team

Get to know the professionals working to help you achieve your financial goals.

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We Work For You

For 40-plus years, the team behind McLean Advisory Group has served families in the Jersey Shore area and helped them address their tax, legal and financial planning needs ahead of retirement. We’re passionate about fixing problems and helping folks in our community better understand and prepare for what should be the most rewarding period of their life.

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Scott McLean

CEO

Scott McLean has been in the financial services industry since 1983. He founded McLean Advisory Group in 2008 and since that time, has helped families in the Jersey Shore area plan for major life events.

Scott is a financial professional who can offer both investment and insurance products and services. He dedicates a large portion of his time to educating investors and the community through workshops on topics related to retirement income planning, Social Security, estate planning, required minimum distribution planning and common mistakes retirees make with their finances.

Scott is the host of “Financial Insanity,” a weekly educational radio show on WBNJ, and he recently published a book, “Three Blind Mice: How the Financial Planning Process Leads Your Money to a Mousetrap.” McLean Advisory Group is a member of the Barnegat Chamber of Commerce and the Barnegat Rotary Club.

Scott's passion for community service and vast family history of veterans drove him to establish “McLean Veteran Benefit Advisory Group,” a nonprofit group dedicated to helping veterans with long-term care benefits.

A longtime resident of Ocean County, Scott is married and has five children. He is an active member in his church in Barnegat. In his spare time, he enjoys boating and water skiing with his family, and most weekends will be found running his horse farm, New View Equestrian Center in Southampton, N.J.

Get in Touch with Scott
scottmclean@mtagllc.com

Donna Clymer

New Business Case Manager

George Kastanis, CFP®

Senior Wealth Advisor

Patti Cadigan

Tax & Financial Assistant

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