Our Team

Tim McDaniel is a CERTIFIED FINANCIAL PLANNER^TM professional and a Certified Public Accountant. He is a graduate of Centre College (B.S. 1992) in Danville KY and the University of Kentucky (M.S. 1993) in Lexington KY. Tim has obtained his Series 6, 63, 7 and 65 investment licenses and is also insurance licensed. Tim a Registed Representative and Investment Advisor Representative with H. D. Vest Investment Services^SM.

Tim opened McDaniel Wealth Management PLLC in January 2004 with a mission of offering his clients a unique service - a personal and complete financial game plan. Tim and his team focus on individuals and small businesses intent on providing them comprehensive financial services including investments*, taxes, insurance and estate planning.

Tim lives in Danville, Kentucky with his wife, Micki, an estate planning attorney and his two children, Grace and Will. He is a member of Indian Hills Christian Church. Tim is an avid sports fan and enjoys coaching youth sports, playing golf and spending time with family and friends.

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Lee is the COO at McDaniel Wealth Management. He is a Certified Public Accountant and a graduate of Auburn University in Auburn, Alabama with a Bachelor of Science Degree from the College of Business in Accounting. He has seventeen years experience in the field of accounting and tax working with a diverse range of clients from Fortune 500 companies, small businesses, non-profit organizations and individuals. His experience includes employment with Ernst & Young, LLC and Turner Broadcasting System, Inc., in Atlanta, GA. He brings a wealth of knowledge and experience dealing with complex business, accounting and tax issues. Lee lives in Lexington, KY with his wife, Jenni and two daughters, Hayden and Emma. He is a member of Calvary Baptist Church where he teaches fifth grade Sunday School. He enjoys golf and college football. Lee joined McDaniel Wealth Management, PLLC in 2009 and believes a unique opportunity is offered to clients to have all of their investment*, retirement, insurance, accounting and tax needs met in one office.

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Cindy Lanham joined McDaniel Wealth Management in January 2009.  Having obtained her Series 6 and 63 Investment licenses, she is a Registered Representative with H. D. Vest Investment Services.^SM  As the Client Services Manager, her responsibilities include client service for investment and tax clients, new account setup and facilitating client communication.  She coordinates the marketing efforts for the company including website and facebook posts and organizing client events and HDVest Chapter Meetings.   Cindy believes that extraordinary customer service is the key to building lasting client relationships. 

Cindy has a Bachelor of Science in Business Administration from Eastern Kentucky University and an Associate Degree in Business Management from Lindsey Wilson College.  She is a native of Perryville and a Boyle County High School alumna.  She and her husband, Billy V., live in Lancaster and are members of Hyattsville Baptist Church where Cindy serves on the Stewardship team.  They have one daughter, Stephanie and one grandson, Braden Storm.  She enjoys traveling, reading, local sports and photography. 

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Christy Wilson is the Accounting and Operations Manager for McDaniel Wealth Management, PLLC. She joined the firm in August of 2010 and is a graduate of Eastern Kentucky University and Boyle County High School. She has 10 years of payroll and bookkeeping experience. Christy concentrates on the preparation of client payroll, tax filings and monthly client write-up. She also assists with the operations of the investment and financial planning process.
Christy is married to Ray and they have two sons, Justin and Colten. They attend Indian Hills Christian Church where Christy is a Children’s Sunday School Teacher and a member of the Women’s Ministry Team. She is also the Co-Volunteer Coordinator for Woodlawn Elementary PTO. Her hobbies include running, shopping and spending time with family and friends.
 

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Alex Wagner joined McDaniel Wealth Management PLLC as an Associate Wealth Advisor in June 2010. Alex received his Bachelor of Science degree in Financial Planning from Western Kentucky University in May of 2010. Prior to graduation, Wagner interned with McDaniel and acquired his Series 6 and Series 63 Investment Securities licenses. In February of 2011, he passed the Kentucky Life and Health, Variable Life and Variable Annuity Insurance examination and in May 2011, Alex passed the Series 65 Uniform Investment Adviser Law Exam.  Alex is a 2006 graduate of Boyle County High School. 

Outside of work, his hobbies include coaching soccer, exercise and following college sports.