Tennessee Office
David W. McMahan, MBA
President
704-861-8835
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...
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...
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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.
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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.
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