Tim McDaniel, CFP®, CPA

Tim founded McDaniel Wealth Management, PLLC in January 2004 with a clear mission: to provide clients with a personal, comprehensive financial game plan tailored to their goals.

As both a CERTIFIED FINANCIAL PLANNER™ (CFP®) and CERTIFIED PUBLIC ACCOUNTANT (CPA), Tim brings extensive expertise to his work. He also holds Series 6, 63, 7, and 65 securities licenses, as well as Life & Health, Variable Life, and Variable Annuity licenses. Tim is an Investment Adviser Representative with Cetera Investment Advisers LLC.

A graduate of Centre College (1992), Tim went on to earn his Master’s degree from the University of Kentucky (1993). He lives in Danville with his wife, Micki, an estate planning attorney, and they have two children, Grace and Will.

Tim is an active member of Southland Christian Church, an avid sports fan, and enjoys playing golf and spending time with family and friends.