David Talley CFP®, ChFC®
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, daughter, and two dogs. He loves to play golf, hike, read, and travel.
Director of Operations
More about Laura
Laura joined Talley Financial in February 2018. As Director of Operations, she works her magic behind the scenes. Laura is the problem solver and manager that makes sure clients can enjoy a seamless and positive experience throughout their life.
She is the proud mom of 4 young children and has been married to her husband since 2014. She’s an avid sports fan (go Braves and War Damn Eagle), lover of the beach, being a cheer coach, and enjoys eating queso dip for two.
Ashlynn Kellner, FPQP®
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.