The people who designed the machine build yours.

Terrance McMahon

Retired CEO, MassMutual Northern New England. Recruited and trained 1,000+ advisors. Six books, #1 bestseller, TEDx, CBS · FOX · NBC · ABC. Designed the Trusted Advisor Client Machine. Gets to do all of it on borrowed time — and builds like it.

David McMahon

David has spent his entire life in this business — in and around financial services since high school, then technology leadership at MassMutual Northern New England, then Anywhere Advisor from its inception in 2018. He runs design, funnel building, media buying, and automation. A certified AI specialist and trainer, David is a co-architect of the One-to-Many Model and has operated the platform for most of a decade.

His superpower: helping an advisor crystallize a message into an offer the world responds to. He lives in Lakeland, Florida with his wife Kaityn and son Benjamin.

Joseph McMahon

Joseph leads the Creative Design Department — design, content, brand messaging, video, and web. His entire adult career has been in this business, and his education started earlier than that: a front-row seat watching his father build an agency. Joseph is pivotal to our live events and to the content engine that powers Atomic Attraction. If it looks like Anywhere Advisor, Joseph made it look that way.

Dylan Kay

Dylan runs the sales team and the technology platforms behind script development, offer building, and prospect-to-client conversion — for our team and for the advisors we serve. His specialty: turning organic social content and follower growth into a repeatable system. The machine scales because Dylan builds it to.

Michelle Shaw

Six years at Anywhere Advisor — quality control, customer relations, and every event we run, online and in person, including the AI-Powered Advisor Summits. Michelle's job description fits in one line: make sure every advisor's experience matches the promise. She's the reason it does.

Simon Howson

Simon runs our client-facing programs and quality control — and coaches advisors on presentation, offers, and delivery. A trained neuro-linguistic programming expert and an ordained priest, Simon brings a rare combination: pastoral discipline and NLP precision. He's the voice in the room when an advisor's message has to become something a prospect feels.