Our Team

Our Team

The people who work at IFS Investors Services not only have the knowledge and experience to help you pursue your financial goals, but they happen to be extremely great people too! Meet our staff, who are always ready to address your concerns, answer your questions, and put you at ease.

Brian MacLean, CFP®, AIF®, EA

President

Brian has more than 20+ years of experience in providing financial services to a variety of clientele, including small businesses, individuals, families, trusts, defined contribution, and defined benefit plans. Brian joined the firm in 1991 and, in 2001, became its president, succeeding Valentine Lynch, a founder of the firm. Since 1991, Brian has strived to maintain the culture and identity that has distinguished IFS from its competitors while managing the significant challenges and changes the industry presents.

Brian graduated from the Catholic University of America in 1989 with a BA in accounting. Since then, Brian has obtained the following industry certifications and registrations:

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Accredited Investment Fiduciary® 
  • Enrolled Agent (enrolled to practice before the Internal Revenue Service)
  • General Securities Registered Representative* (FINRA Series 7)
  • Registered Securities Principal* (FINRA Series 24)
  • NASAA Uniform Securities Agent* (FINRA Series 63)
  • Life, health, and variable insurance licenses in the state of Maryland

*Through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser
 

Judith Jordan

Accounting Assistant

Judy Jordan (JJ) has been with IFS for many years. JJ performs services for our accounting clients on a monthly and annual basis, such as bank reconciliations, financial preparation, quarterly and annual payroll filings, and year-end tax reporting. Additionally, she manages all aspects of our medical malpractice insurance division, from applying for new coverage to making changes for your existing coverage. Most of all, JJ is known for taking care of our clients. The time and care she takes with our clients make her a valuable asset to our team.
 

Nancy Madison

Administrative Assistant

Nancy is the "hub" of the office. She manages our phones and coordinates all of our schedules and assists us with our many administrative needs.  Nancy also helps with the day-to-day operations of bookkeeping for our clients as she provides an excellent client services environment.  

 

Meghan Treine

Administrative Assistant

Meghan assists with our investment side of the business. She is well versed in the banking industry and her expertise and knowledge are a great addition to our firm.  She was in the banking industry for 15 years and has a degree in accounting.  Meghan brings a wealth of experience in client interaction and problem-solving.