MacLean Capital Advisors, LLC

Halle Carter is a financial advisor at MacLean Capital Advisors, LLC with a Series 65 designation and experience beginning in 2024. Prior to joining the firm, she worked in education and at UC Davis C-STEM for a combined nine years. MacLean Capital Advisors provides discretionary portfolio management, financial planning, and retirement plan consulting primarily to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a range of investment strategies, including long-term holdings, short-term trading, options writing, and margin transactions, managing accounts on a discretionary basis with documented client risk tolerances.

Brette Maclean is a financial advisor at MacLean Capital Advisors, LLC with 17 years of industry experience. She holds a Series 66 designation and has worked at Purshe Kaplan Sterling Investments and MacLean Capital Advisors since 2011. Brette is also involved in independent insurance sales for various carriers. MacLean Capital Advisors provides discretionary portfolio management, financial planning, and retirement plan consulting to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a range of investment strategies including long-term holdings, short-term trading, options writing, and margin transactions, typically managing accounts on a discretionary basis aligned with documented client risk tolerances.

Christian Maclean is a CFA® charterholder with 25 years of industry experience. He is a principal at MacLean Capital Advisors, LLC, where he has worked since 2011, and also has experience with Purshe Kaplan Sterling Investments. In addition to his advisory role, he is involved in independent insurance sales. MacLean Capital Advisors provides discretionary portfolio management, financial planning, and retirement plan consulting to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a range of investment strategies, including long-term holdings, short-term trading, options writing, and margin transactions, generally managing accounts on a discretionary basis aligned with documented client risk tolerances.