Katie Monaghan
Senior Wealth Advisor I [email protected]
- Role
- Senior Wealth Advisor at Mcmahan Capital Management
- Location
- Carmel, IN, US
- LinkedIn followers
- 500 followers
About Katie Monaghan
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.
Experience
Senior Wealth Advisor
Feb 2024 — Present · Carmel, IN, US
McMahan Capital Management brings over 60 years of experience in the wealth management space. Specialty areas of focus include giving, investment management, tax efficient strategies, small business planning and estate planning. Given McMahan Capital Management\'s boutique nature, we serve client\'s both in Indiana and across the United States with the upmost attention and dedication to each unique situation. All client\'s assets are held at Charles Schwab, while enjoying the ease of being part of a boutique wealth management experience.
Education
Indiana State University
Bachelor's Degree, Marketing
2013 — 2015
University of Evansville
Bachelor's Degree, Marketing
2011 — 2013
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