Our Team

Greg has counseled clients and managed their portfolios for more than 35 years. He realized early on in his career that each of his clients has their own story, their own distinct circumstances and their own views on investing.

Stephen’s goal is to partner with clients and develop long-lasting relationships. He believes the foundation of client relationships is careful listening.

In her role at Caruso McLean, Lori helps her clients take advantage of opportunities in today’s global economy, with a clear eye to their financial future.

Kevin believes everyone has a different story and has different needs. That’s why his goal is to identify the personal and financial needs of his clients, and help create a plan to reach those needs.

David is a member of the advisory team, which is committed to assisting people and businesses with their financial needs. 

In her role as Chief Operations Manager at Caruso McLean, Linda’s goal is to gain the confidence of clients, and to meet or exceed their expectations.

Ernest founded Caruso McLean on the tenet that people deserved to have a financial advisor who genuinely cared about their clients.

Joelle joined the team at Caruso McLean in 2019 as an administrative assistant.  She enjoys working with clients and has gained confidence in meeting expectations.  Upon her return from Florida, she was employed as a Customer...