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About Us

We Work For You.

Since 1983 over 40 years, the team behind McLean Advisory Group has served families by addressing their tax, legal, and financial planning as they are intertwined with your retirement. Our passion is fixing problems and empowering our local community to understand and prepare for what should be the most rewarding period of life. We are dedicated to providing clients with the knowledge, tools, and confidence to make informed financial decisions that will shape their future. Our goal is to support clients throughout their entire financial journey, not just the present.

 

Donna Clymer

New Business Case Manager

609-489-5200

donna@mtagllc.com

Donna Clymer joined McLean Advisory Group January of 2022, filling the tax coordinator role. Her previous tenure in the corporate world led her to a permanent position with the firm, as New Business Case Manager. Donna holds a...

George Kastanis, CFP®

Senior Wealth Advisor

609-489-5200

george@mtagllc.com

George Kastanis found his passion for finance during college and was encouraged by his professors to pursue financial advisement. After starting off with a bigger insurance firm, he quickly realized that being an independent advisor...

Laura DeFina

Administrative Assistant

609-489-5200

Laura DeFina joined McLean Advisory Group in June 2023 as an Administrative Assistant.  She has spent most of her career in Customer Service and has a background as a former EMT and Certified Home Health Aide who loves working...

Patti Cadigan

Tax and Financial Assistant

609-489-5200

patti@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 and financial assistant to support those departments year-round....

Scott McLean

Owner and Financial Advisor

609-489-5200

scottmclean@mtagllc.com

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...

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.