MEET THE TEAM

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 Cambridge Investment Research, Inc.; 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 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 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, a Southwest Virginia native, is the Marketing Coordinator at Talley Financial. She graduated from The University of Virginia's College at Wise with a degree in Communication Studies and Marketing. With her roots in creativity and strategy, Andi juggles the likes of social media posts, email campaigns, and market research, all while sipping her third cup of coffee. 

Beyond work, Andi treasures family time and loves being a mother to her two young children. In her rare free moments, she enjoys singing, playing the guitar, and hitting the tennis courts.