Broker Check

Tennessee Office

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...
Read more

Rocky Montgomery

Financial Advisor

rmontgomery@financialandtaxstrategies.com

Rocky is a seasoned financial advisor who has over 34 years experience helping clients obtain their financial goals. He specializes in working with retirees. Realizing the biggest fear for most retired individuals is outliving their...
Read more

Diane Wilburn

Client Relationship Manager

dwilburn@financialandtaxstrategies.com

Diane has worked in a Client Management Position for over 20 years. She works closely with Rocky to provide excellent customer service to our clients. She enjoys spending time with her family, meeting new people and is active in her church.
Read more

Colleen Ragain

Client Service Representative

cragain@financialandtaxstrategies.com

Colleen has been a Client Service Representative since 2006 and enjoys her work. She has a BA in History and Anthropology from Metropolitan University of Denver, and is active in her local historical society.
Read more