I didn’t start with a plan to provide wealth management advice. I initially majored in math and physics, but ultimately graduated with a Masters in Sports Management. Perhaps it comes as no surprise. My father was the football coach at Centre College and instilled in me a love of sports and teamwork. It was a summer job with a CPA at the Keeneland racetrack that started my journey toward financial planning.
Armed with a CPA license and a CFP® certification, I opened McDaniel Wealth Management, PLLC in January 2004. I’ve lived in Danville since I was 10 years old. It’s my hometown and where I want to grow my practice. Our current office used to be the Gem Supply Store, and I remember buying my first bike there. We were incredibly excited when we got the opportunity to purchase and restore the building we now call home.
Lately, most of my coaching efforts center around building a staff of highly qualified CPAs and financial professionals. I believe everyone needs a personal and complete financial game plan from a trusted financial professional. Over the years we’ve learned that a team approach is the best method. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. Every member of the McDaniel’s Wealth Management team is committed to helping our clients achieve their financial dreams.
And my love of community sports hasn’t diminished. McDaniel Wealth Management is an active sponsor for local little league, golf and football events. I have had the good fortune to coach one of the little league teams, and I sit on the Centre College Athletic Advisory Council. It’s a way for us to give back to the Danville community.
- Tim McDaniel