Broker Check

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family? 

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Tim McDaniel, CFP®, CPA

President & Founder, Senior Wealth Advisor, Danville, KY

(859) 236-0595

Tim@mcdanielwealth.com

Tim is a CERTIFIED FINANCIAL PLANNER™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. (read more)
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Lee Jinright, CPA

Senior Wealth Advisor, Danville, KY

(859) 236-0595

859-236-3033

lee@mcdanielwealth.com

Lee is a graduate of Auburn University in Auburn, Alabama, with a Bachelor of Science Degree from the College of Business in Accounting. He has over twenty years experience in the field of accounting and tax. (read more)
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Myra White, MBA, CPA

Tax Manager and Financial Planner

859-236-0595

859-236-3033

myra@mcdanielwealth.com

Myra earned her Bachelor of Science degree in accounting (2011) and a Master of Business Administration from Sullivan University in 2013. Myra practiced with regional CPA firms for six years before joining McDaniel Wealth Management,...
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Alex Wagner, EA

Wealth Advisor & Investment Plan Coordinator

(859) 236-0595

Alex@mcdanielwealth.com

Alex 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. (read more)
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Christy Wilson

Operations Manager

(859) 236-0595

Christy@mcdanielwealth.com

Christy joined the firm in August of 2010 and is a graduate of Eastern Kentucky University and Boyle County High School. As Operations Manager, Christy’s responsibilities include all day to day operations. (read more)
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Julie Hall

Client Services Manager

859-236-0595

859-236-3033

julie@mcdanielwealth.com

Julie joined McDaniel Wealth Management, PLLC in September of 2016 as our Front Desk Coordinator. Julie has a great personality and will always greet you with a warm smile and friendly voice. She is a graduated of Centre College (1988)...
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