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Our Team

At McDaniel Wealth Management, you’ll have a team of experienced tax and wealth management professionals that genuinely cares about helping you as you pursue your financial goals. As your trusted coaches, we will do everything in our power to keep you focused on where you want to go, advise you on the appropriate steps to take and celebrate your milestones along the way.

Tim McDaniel

Tim McDaniel, CFP®, CPA

President & Founder, Senior Wealth Advisor

(859) 236-0595

(859) 236-3033

Lee Jinright

Lee Jinright, CFP®, CPA

Senior Tax + Wealth 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

Accounting + Business Development

(859) 236-0595

(859) 236-3033

Julie Hall

Julie Hall

Client Services Manager

(859) 236-0595

(859) 236-3033

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

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