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North Carolina Office

David W. McMahan, MBA




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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Patrick Horneman

Trading and Reporting


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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Anna McMahan Houser

Client Service Representative


Anna works with clients to set up their accounts and handle their administrative needs. She also coordinates communication and plans events to connect personally with clients. Anna is a graduate of The University of North Carolina at...

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