Meet the Team
Charles McLean
Founder and Chief Investment Officer
Our founder’s vision to build a meaningful, client-centered firm is evident in his approach to wealth management. Bringing a blend of big-picture thinking and hands-on experience, Charles believes a client’s financial plan, investment portfolio, tax strategy, and estate plan should support one another. And that a wealth advisor should work collaboratively with the client’s CPA and attorney to help keep decisions aligned—and long-term objectives protected.
Having earned a Master of Jurisprudence (M.Jur.) in Wealth Management from Texas A&M University School of Law, combined with 25 years of experience designing wealth strategies for high-net-worth individuals and families, Charles sets the tone for our culture. He demands our unwavering commitment to an objective, fiduciary-driven approach to wealth planning.
When away from the office, Charles enjoys spending time with his family at church, on the water, or at most any sporting event. He’s the proud father of one daughter, Logan, two stepdaughters, Jessica and Paulina, and two sons, Trevor and Quin Ryder. Whether it’s spending an afternoon cruising in the bay with his lovely wife, Anna, or chasing specs, reds, and king mackerel in the Gulf of America, Charles understands that the only place where salt lowers the blood pressure is the ocean.
Phone: (972) 890-9696, ext. 1
Email: cmclean@charlesmcleancapital.com
www.linkedin.com/in/charles-mclean-wealth-advisor
Texas A&M University School of Law - Gig’em!
Master of Jurisprudence (M.Jur.) in Wealth Management, Law. Jun 2022 - May 2024
The M.Jur. in Wealth Management from Texas A&M University School of Law is a 30-credit-hour Master of Legal Studies (MLS) degree program focusing on complex financial and estate planning issues for high-net-worth individuals and families. The program prepares Wealth Advisors on how to grow better and protect wealth while dealing with complex business succession, governance, Income tax, and estate transfer issues
Executive Sales Assistant
Anna McLean
Yes, she’s the founder’s wife… and the boss of him, too. She’s also the boss of administration and the team’s problem solver. With an economics background, Anna brings business and organizational skills to our team. We like to say she is the glue that keeps us together. If there’s an operational issue, Anna will fix it.
Migrating to the US from Russia, Anna became a US citizen in 2008. It didn’t take her long to become a die-hard American woman. When asked why she came to the US in 2008, she’ll tell you, “I got here as quick as I could!” Anna’s the proud mom of two daughters, Jessica and Paulina, one stepdaughter, Logan, and two stepsons, Trevor and Quin Ryder.
When Anna’s away from the office, she loves cowboy boots, New Orleans-style BBQ Shrimp, watching her stepson play football, and spending time with her family at church, on the beach, or in the boat cruising the Intracoastal Gulf waters. Oh, she also moonlights as a certified personal trainer. So if any of you ladies need a fitness plan, Anna can fix you up!
Paul Husar
Chief Options Trader
A graduate of West Point, former U.S. Army Combat Infantry Officer, Paratrooper, and engineer with an MBA in Finance, Paul brings operational leadership and integrity to our team.
After retiring from the US Army and before joining our team, Paul served in executive leadership roles at Verizon and LG Electronics, where he led highly sophisticated production teams in an intense, competitive environment. His leadership skills, technical prowess, and obsession with metrics-driven results are a rare bonus for our company and clients. We are proud and privileged to have him on our team.
When away from the office, Paul enjoys time with the love of his life, Colleen. Together, they love traveling, fine dining, and a nice glass of Pinot Noir. And if you get a chance, ask Paul about the whiskeys of the world…he’s a true connoisseur.
