North Carolina Office David W. McMahan, MBA President 704-865-2900 704-861-8835 firstname.lastname@example.org 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... Read more Holly Smith, CFP Client Relationship Manager 704-865-2900 email@example.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... Read more Patrick Horneman Trading and Reporting 704-865-2900 firstname.lastname@example.org 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... Read more Charles (Chad) W. Seigler, CFP® Certified Financial Planner 704-865-2900 email@example.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,... Read more Anna McMahan Houser Client Service Representative 704-865-2900 firstname.lastname@example.org 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... Read more Becky Lipka Administrative Assistant 704-865-2900 email@example.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... Read more Have a Question? Name Email Question Thank you! Oops!