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Meet Your Team


When you work with McBee Avenue Wealth Advisors, you know you have an ally protecting your legacy and helping you succeed now and in the future. We've intentionally established a multigenerational firm that's designed to last well beyond our founders, ensuring that your family will always have a trusted partner in their corner no matter how far down the road.

We believe the best work is done when many different people bring their unique skills and perspectives to the table, so we work collaboratively as a team on your behalf. As a group of experts with different areas of specialization and knowledge, we're able to address the most complex planning scenarios with the high level of expertise they deserve.

Mark Clary CFP®

Partner and Private Wealth Advisor

David Ellison CLU®, ChFC®

Partner and Private Wealth Advisor

Jay Hatten CFP®, RICP®, CLU®, ChFC®, CASL®

Partner and Private Wealth Advisor

Thomas Willcox CFP®

Partner and Private Wealth Advisor

Rachel Haan

Partner and COO

Kelly Flynn

Director of Private Wealth Planning

Rob Martin RICP®

Private Wealth Advisor

Kevin Scott Schreel

Private Wealth Advisor

Melissa A Campbell

Client Experience Manager

Elaine C Hamilton

Director of Insurance Operations and Services

Lyndsey Gray

Operations Associate