A committed, caring and collaborative team here for you
Steel Valley Wealth Strategies is anchored by financial industry veterans and brothers Jim McLean and Larry McLean. Raised in a Midwest farming community, they learned early on about the importance of values such as hard work, honesty and integrity, and that trust is something consistently earned by one’s actions. With a combined over 80 years of experience, Jim and Larry still holds these values sacred and let them be their guide in both personal and professional life.
Driven by the desire to help ensure that his clients’ needs will be served well into the future, Jim sought to build a bridge for his business by partnering with his daughter, Kelly McLean Rindock, in 2007. In 2019, Larry joined the team to provide his clients support, attentive support and professional service and future planning that Steel Valley is known for, and to make certain his clients continue to receive that into the future. Educated and motivated, Kelly brings a new, multigenerational perspective to the team. Kelly also serves as the Center Valley office branch manager. Jim, Larry and Kelly collaborate to share their knowledge and capabilities, enabling them to provide clients with seamless financial programs designed to help them achieve their goals.
Their efforts are supported by their client service associate, Christy Lukity, who is committed to thoroughly addressing the needs and requests of our clients. Together, this well-rounded team is dedicated to delivering the professional financial guidance and personal, attentive service.
Always seeking excellence
Steel Valley Wealth Strategies has a client advisory board made up of 10 well-respected individuals with a wide range of personal and professional experience who meet on a quarterly basis to help the group refine its financial practice and further enhance the client experience.
By hearing the board’s input on the current financial environment, the team can learn how to best address the board members’ concerns and provide the guidance they seek. The McLean team also listens to the board’s opinions on topics such as events hosted by the team, future growth plans, website development, client communications and any areas where the team can make improvements.