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 400 households and oversees approximately $500 million in assets.
David works with his clients to develop a financial plan balancing between saving for the future and enjoying their lives along the way. David, his wife CC, and his two sons Luke and Jake, live in Charlotte, NC. He enjoys playing golf, traveling, and spending time on the water with his family and friends.
David holds the Series 7, Series 65, Life & Disability Insurance Licenses.