Meet the Team Behind Talley Financial


David Talley, CFP®, ChFC® EA
Founder & Advisor

Ashlynn Kellner, FPQP
Paraplanner

Stephenee Carberry, FPQP
Operations Coordinator

Andi Sweeny
Marketing Coordinator

Daisy
Chief of Morale
Why We're Passionate About Financial Planning
Talley Financial was founded on the belief that everyone deserves a clear path to financial confidence. Our founder, David Talley, saw firsthand how financial uncertainty and overwhelming decisions about taxes, investments, and retirement planning affected hardworking entrepreneurs, accomplished executives, and individuals preparing for retirement. Too many lacked a trusted partner to guide them confidently through complex financial decisions.
That’s why David built Talley Financial around integrity, proactive strategy, and true partnership. Today, we proudly help our clients clearly navigate life’s financial complexities, transforming uncertainty into actionable, personalized strategies—especially through specialized proactive tax planning.
Trusted By Families and Business Owners Across Our Region
Want to learn more about improving your financial life?