Katie Ross is a CFP® professional with nine years of experience in the financial industry. She has worked at firms including Schwab Private Client Investment Advisory and BKD Wealth Advisors before joining McMahan Capital Management. McMahan Capital Management provides discretionary portfolio management and investment advisory services to individuals, trusts, estates, corporations, pension and profit-sharing plans, and non-profit organizations. The firm emphasizes quality securities, diversification, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions.

Jeff McMahan is a CFP® with 27 years of industry experience and has been with McMahan Capital Management since 2000. He holds Series 63 and Series 65 licenses and is based in Carmel, IN. McMahan Capital Management provides discretionary portfolio management and investment advisory services to individuals, trusts, estates, corporations, pension/profit-sharing plans, and nonprofit organizations. The firm emphasizes quality securities, diversification, position-size limits, and minimizing transaction costs through fundamental, technical, and cyclical analysis, managing approximately $115.8 million in discretionary assets across about 40 client relationships.