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:Wealth management strategiesRetirement planning and distribution strategiesEstate conservation issuesRisk managementWe also can answer your questions, including:Can I retire early?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) Read more Lee Jinright, CPA Senior Wealth Advisor, Danville, KY (859) 236-0595 859-236-3033 firstname.lastname@example.org 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) Read more Myra White, MBA, CPA Tax Manager and Financial Strategist 859-236-0595 859-236-3033 email@example.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,... Read more 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) Read more 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) Read more Julie Hall Client Services Manager 859-236-0595 859-236-3033 firstname.lastname@example.org 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)... Read more Amy Bugg Director of Marketing + Business Development 859-236-0595 email@example.com As director of marketing and business development, Amy is responsible for the firm’s external and internal communications and public relations efforts, as well as community relations and business development practices. She holds... Read more Carolann Davis Accounting Manager 859-236-0595 firstname.lastname@example.org As accounting manager, Carolann’s primary responsibilities include client payroll and bookkeeping services. She earned a Bachelor of Business Administration in accounting from Morehead State University (2011) and a Master of... Read more Have a Question? Name Email Question Thank you! Oops!