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Our Team

At McDaniel Wealth Management, you’ll have a dedicated team of experienced tax and wealth management professionals who genuinely care about your journey toward pursuing your financial goals. As your trusted coaches, we are committed to keeping you focused on your aspirations, guiding you through each step of the process, and celebrating your milestones along the way. Your success is our priority, and we’re here to empower you every step of the way.

Tim McDaniel

Tim McDaniel, CFP®, CPA

President/CEO, Senior Wealth Advisor

(859) 236-0595

(859) 236-3033

Micki McDaniel

Micki McDaniel

General Counsel | Estate Planning Advisor

859-236-0595

859-236-3033

Christy Wilson

Christy Wilson

Practice Manager + Investment Operations

(859) 236-0595

(859) 236-3033

Carolann Davis

Carolann Davis, MBA

Tax & Accounting Manager + Business Development

(859) 236-0595

(859) 236-3033

Kaylee McKinney

Kaylee McKinney

Client Services Manager

859-236-0595

859-236-3033

Margaret  Stevens

Margaret Stevens

Tax & Accounting Associate

859-236-0595

859-236-3033

Do you have a question for a team member? Let us know.

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