A LOOK AT MCBEE AVENUE WEALTH OVER THE YEARS
The team at McBee Avenue has been serving the community for 30 years. Below is a look at some of the significant dates in our history:
1994
Mark Clary begins career at Northwestern Mutual
2002
Jay Hatten begins career at Northwestern Mutual
2015
Thomas Willcox moves to Northwestern Mutual after 20 years with another financial services firm
2017
Mark and Thomas begin discussions about the idea of joining teams to create one of the early ensemble practices at NM
2018
McBee Avenue Wealth Advisors is officially founded
2020
Jay Hatten merges his 18 year old practice with McBee Avenue Wealth
2022
McBee Avenue Wealth Advisors becomes an official entity model firm, with 3 principals.
2023
Kevin Schreel merges his 5 year old practice to join McBee
2024
Rachel Haan becomes 4th firm partner