As a Certified Financial Planner and Certified Wealth Strategist I bring experience from my time with both brokerage and Registered Investment Advisory firms to McMahan Wealth Management. My passion and experience are built on creating a foundation of trust, having a strong understanding of each ...more

As a Certified Financial Planner and Certified Wealth Strategist I bring experience from my time with both brokerage and Registered Investment Advisory firms to McMahan Wealth Management. My passion and experience are built on creating a foundation of trust, having a strong understanding of each individual situation and extensive industry knowledge. With this trust and understanding, I create customized wealth management strategies targeted in the areas of: giving, investment management, tax efficiency and planning, small business succession planning, and estate planning. I have a passion and specialty working with client's through life phases and transitions including, but not limited to: retirement, generational wealth transfer, divorce, shifting of financial responsibility in the household, and passing of a spouse or family member.less