Team Cobalt Unlimited Thane McCready, CFP® Financial Planner (714) 893-5400 (888) 838-8680 firstname.lastname@example.org 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, later forming Cobalt Unlimited in 2016. Read more Melanie McCready Registered Administrative Associate (714) 893-5400 (888) 838-8680 email@example.com 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... Read more Sue Lemus Client Services Manager (714) 893-5400 (888) 838-8680 firstname.lastname@example.org 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... Read more Have a Question? Name Email Address Question Thank you! Oops!