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...

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,...

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...

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...

Alycia Clarke joined the McMahan Financial Team as a Client Service Representative in December of 2019. Alycia is a financial services professional with 19 years of trust, brokerage and operations experience, serving both institutional...