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Thane McCready, CFP

Financial Planner

(714) 893-5400

(888) 838-8680

[email protected]

Thane holds over 20 years of experience in the financial planning industry. He worked with Cal Fed Investments and WM Financial Services before establishing McCready Financial Group in 2005.

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Melanie McCready

Registered Administrative Associate

(714) 893-5400

(888) 838-8680

[email protected]

Melanie McCready is a Paralegal specializing in the areas of estate planning and business formation. She also helps with client service in all areas of the company. Melanie earned a B.A. from Brigham Young University and a Paralegal...

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Andrew Upton

Client Services Assistant

(714) 893-5400

(888) 838-8680

[email protected]

Andrew is the first to greet clients either at the door or on the phone. He excels in customer service and troubleshooting and will direct you to the team member best suited to assist you. Born and raised in Orange, California, Andrew...

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Sue Lemus

Client Service Manager

(714) 893-5400

(888) 838-8680

[email protected]

As a Client Services Manager, Suzie delivers comprehensive services to our clients by attending to their account management needs. She has been providing customer service for over 20 years and has a genuine passion for helping others...

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