Patti Cadigan

Tax & Financial Assistant

About Patti

Patti plays an important role in supporting both the financial planning and tax preparation sides of McLean Advisory Group. Working behind the scenes, she helps ensure paperwork is processed accurately, client requests are handled promptly, and every detail is carefully managed.

Her organization, attention to detail, and friendly approach help create a smooth experience for clients throughout every stage of the planning process.

Whether assisting advisors or helping clients navigate paperwork, Patti is committed to making each interaction as efficient and stress-free as possible.

Favorite Part of My Job

"Helping make complicated processes feel simple for our clients."

Outside the Office

Patti enjoys reading, spending time with family, and relaxing by the pool during the summer.