North Carolina Office David W. McMahan, MBA President 704-865-2900 704-861-8835 email@example.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... 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 Anna McMahan Houser Client Service Representative 704-865-2900 email@example.com 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... Read more Becky Lipka Administrative Assistant 704-865-2900 firstname.lastname@example.org 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 family. Prior to working at McMahan Financial, she worked for Linwood Church of God in... Read more Have a Question? Name Email Address Question Thank you! Oops!