About Us
What To Expect From Phoenix Funding Source

About Us

Max Mawhirter, Senior Funding Advisor

Max has been involved in helping people pursue freedom since 1988. Max operated a financial services practice for 26 years helping people lower their costs on living expenses, insurances, and taxes in order to free up money to invest for the future. He then turned his attention to helping people become occupationally free through finding the right job fit, and through owning their own business. Today, he works with entrepreneurs to help them obtain funding for the realization of business ownership.

Max currently lives in Temple, TX with his wife Scarlett, and son Troy. He donates his time to a prison ministry and is a board member for Fellowship of The Sword, a para-church ministry in Hurst, TX. When he is not leading a charge to freedom, he likes to experience it behind the handlebars of his motorcycle. He enjoys reading and is determined to develop his writing abilities. 

Click Here to Schedule a Call with Max.


Jeff Waldera, Senior Funding Advisor

Jeff has spent last 19 years helping individuals and small businesses achieve their goals. For 17 years as a Financial Advisor by utilizing a comprehensive planning process throughout the relationship, service was a key element of the process. The last 2 years assisting individuals with their dream of becoming business owners, by helping them feel comfortable with their funding options.

Born and raised in the La Crosse, Wi area. Jeff currently resides in Onalaska, WI with Brenda, his bride of 36 years, they are the proud parents of three college educated young adults who have all flown the coup to locales near and far. In their spare time they enjoy being grandparents, traveling, bike riding, golf and many other outdoor activities.

Click Here to Schedule a Call with Max.


Barb McManama, SBA Loan Specialist

SBA Loan Specialist is intimately familiar with business development, franchising and applicable funding options having worked as a Franchise Development Manager with a major brand for 14 years prior to joining Phoenix Funding Source in 2018. As a Product Specialist in the area of SBA Express Loans, she is focused on providing guidance to clients and helping them apply for and obtain working capital funding for their business or franchise. She is native of Pennsylvania who now lives in Florida, and has four grown children and seven grandchildren. Barbara’s favorite quote has both personal and professional significance in her life: “Have the courage to follow your heart and intuition. They somehow know what you truly want to become.”

Click Here to Schedule a Call with Barb.


Kim Woggon, Co-Owner & VP/Senior Director of Operations

Kim has over 25 years in experience assisting upper level management executives with sales support, development, recruitment, employee management, scheduling, events coordination, budgeting  and project management.  She also has background in credit counseling.  Kim attributes her success from a strong sense of professionalism, and high organizational standards. 

Kim enjoys adventures, exploring nature, reading, cooking and loves being a grandma to Ruger and Wesson.


Dave Woggon, President/Co-Owner

has been serving potential and new business owners in the franchise industry since 1986, helping them get into business.  As a small business owner /business partner since 1992.  Dave learned the importance of operating a business utilizing three main principles; honesty, sincerity, & integrity.  He has helped many individuals either find a business or fund a business.  Today, he and his team help people feel comfortable by helping them identify, explore and secure their funding option(s) to help them realize their dream of business ownership.  

Formerly from Wisconsin, Dave and wife, Kim lived in Colorado for over 2 years, but then family needed them back in Wisconsin, specifically two grandchildren, so they now are back in Wisconsin.  Dave is actively involved in their church and on the Board of Directors at Ravencrest Chalet (Bible School) in Estes Park, CO and enjoys adventures of sightseeing.  Dave and Kim have four children who live in Colorado, Wisconsin, Tennessee and North Carolina and two grandson’s, born July, 2019 and November, 2020.

Click Here to Schedule a Call with Barb.