Broker Check

Team

 

David W. McMahan, MBA

President

704-865-2900

704-861-8835

dmcmahan@mcmahanfinancial.com

David began his career as a financial advisor in 1999 after earning his MBA from Wake Forest University. He founded the independent financial advisory firm, McMahan Financial, LLC in 2010. McMahan Financial, LLC currently serves over...
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Holly Smith, CFP

Client Relationship Manager

704-865-2900

holly@mcmahanfinancial.com

A native of Chattanooga, TN, Holly began working with Mick McMahan is 1994. Holly graduated from Edmondson College in Chattanooga and earned her Series 7 and Series 63 licenses in 1985. After studying at Queens College, Holly obtained...
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Patrick Horneman

Trading and Reporting

704-865-2900

patrick@mcmahanfinancial.com

Patrick graduated from UNC Wilmington with a degree in Business and has worked in the investment industry for 12 years. Patrick specializes in 401(K)s, Non Qualified plans, and IRAs. He enjoys getting to know his clients and developing...
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Charles (Chad) W. Seigler, CFP®

Director of Financial Planning

704-865-2900

chad@mcmahanfinancial.com

Chad began his career in investment banking in 2000 after graduating magna cum laude from Clemson University with a B.S. in Financial Management. He joined the firm in 2008 and holds the CFP designation, as well as his Series 7, 63,...
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Anna M. McMahan

Client Service Representative

704-865-2900

amcmahan@mcmahanfinancial.com

Anna joined McMahan Financial, LLC in May of 2014 as a Client Service Representative. A graduate of The University of North Carolina at Chapel Hill, she has had a varied career that includes insurance, corporate banking, marketing and...
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Becky Lipka

Administrative Assistant

704-865-2900

blipka@mcmahanfinancial.com

Becky joined the team as an Administrative Assistant in May of 2014. She is originally from Peoria, IL and moved to Gastonia in 1986 with her husband and three daughters. Prior to working at McMahan Financial, she worked for Linwood...
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