MEET THE TEAM

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David Talley, CFP® EA

Founder & Advisor

  • More about David

    David Talley is the founder and CEO of Talley Financial.


    He is responsible for the strategic direction of the firm as well as the responsibility of leading a group of his own individual clients toward a better financial future.


    David began his career with one of the largest financial services companies in the country which gained him time and exposure to the corporate view of financial advice and many different types of advisors – both good and bad. He spent most of the next decade with his head in a book learning about money and witnessing first hand the impact good financial planning can have on people’s lives.


    He founded Talley Financial in 2020 to bring his flavor of financial advice to the world without filter.


    David currently holds the Series, 6, 7, 63, and 65 investment licenses through LPL Financial; life and health insurance licenses; and is both a Chartered Financial Consultant (ChFC) and a CERTIFIED FINANCIAL PLANNER™ professional (CFP). He primarily does fee-based planning work for small business owners.


    He lives in Johnson City, TN with his wife, and two kids. He loves to play golf, hike, read, and travel.

Ashlynn Kellner, FPQP

Paraplanner

  • More about Ashlynn

    Ashlynn joined Talley Financial in the summer of 2022. She is a native of East Tennessee – born and raised here in Johnson City. She attended East Tennessee State University where she graduated in 2017. Ashlynn has a servant’s heart. She loves nothing more than to help people and make a difference in their lives.


    In her free time she enjoys spending time with her son Ayden who is usually on the basketball court or the football field. She also enjoys spending time with her German Shepherd, Gabe, being outdoors and traveling.

Stephenee Carberry

Executive Assistant

  • More about Stephenee

    Stephenee joined Talley Financial in 2024, bringing with her an education in Business Management and a growing expertise in the finance industry. She displays a genuine dedication to helping others and enjoys being a part of helping individuals find clarity with their finances. 


    Outside of her professional endeavors she married her high school sweetheart in 2023, who she loves to spend quality time with. She is happiest during the summer months and being at Tennessee football games (Go Vols!) Stephenee loves to travel and hopes to fulfill

     her very long bucket list of destinations one day

Andi Sweeny

Marketing Coordinator

  • More about Andi

    Andrianah Sweeny “Andi” has a career focused in marketing, communications, and PR and is currently based in the Johnson City-Kingsport-Bristol area. An alumna of The University of Virginia's College at Wise and Mountain Empire Community College, her career highlight was at SkyDrop, a pioneering drone delivery company, where she significantly impacted the brand and its communication strategies. She’s a believer in Napoleon Hill's principle that "Whatever the mind of man can conceive and believe, it can achieve," applying this philosophy to her professional and personal life. She enjoys time with family, the lake, music, and tennis!

Daisy

Director of Morale

  • More about Daisy

    Daisy can be found begging for treats and doing an occasional zoomie. She loves scratches and will always lay beside you if you ask nicely.

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