Anna joined the McMahan Financial team in May 2014. She oversees the establishment of new accounts, processes client financial transactions, provides support for our wealth management process and oversees the daily operations of our firm. She focuses on building relationships with clients while assisting them with their financial needs in a detailed and timely manner.
Anna is a graduate of the University of North Carolina at Chapel Hill. She and her husband, John, have three adult children. Anna’s favorite pastimes are spending time with family and friends, home renovation projects, and serving in her church.
Anna is a CERTIFIED FINANCIAL PLANNERTM and holds Series 7, Series 66, and Life Insurance licenses.