Transforming Lives, One Financial Plan at a Time

Your partners in building a secure and confident financial future.

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Our Vision

Redefine our region’s relationship with money by making financial clarity and confidence the standard.

Our Current Mission

Transform the financial lives of 200 families by 2026.

Our Values In Action

These values shape how we serve our clients and build lasting relationships.

Integrity

We uphold honesty and transparency in every decision, earning trust through unwavering integrity.

Confidence

We inspire confidence by building energizing, collaborative partnerships with our clients.

Service

We provide clear, compassionate guidance to help clients navigate life’s complex financial decisions.

Growth Mindset

We embrace curiosity and innovation to drive meaningful growth for our clients and our team.

The Team Behind Talley Financial

David Talley CFP® EA - Founder & Advisor

David has over a decade in financial planning and tax strategy. Outside work, he enjoys golf and traveling with his wife and two young kids.

Stephenee Carberry, FPQP - Operations Coordinator

Stephenee ensures smooth operations and loves traveling, Tennessee football, and checking off her bucket list.

Ashlynn Kellner, FPQP - Paraplanner

Ashlynn supports financial planning with a passion for helping others. She enjoys family time, outdoor adventures, and her German Shepherd, Gabe.

Andi Sweeny - Marketing Coordinator

Andi oversees marketing strategies with the most creative of approaches. She brings a love for connecting with clients and communities.

Daisy - Chief of Morale

Daisy, our spirited office companion, boosts team morale with her playful energy and signature zoomies.

David Talley CFP® EA - Founder & Advisor

David has over a decade in financial planning and tax strategy. Outside work, he enjoys golf and traveling with his wife and two young kids.

Stephenee Carberry, FPQP - Operations Coordinator

Stephenee ensures smooth operations and loves traveling, Tennessee football, and checking off her bucket list.

Why We're Passionate About Financial Planning

Talley Financial was born from a belief that everyone deserves a clear path to financial confidence. It started when our founder, David Talley, saw how financial uncertainty was weighing down the lives of hardworking families and business owners. Too many people were overwhelmed by tax decisions, retirement concerns, and investment questions—with no one they could trust to guide them.


That’s when David decided to build a firm where integrity, strategy, and partnership are the cornerstones. Today, we’re honored to help individuals, families, and business owners navigate life’s complexities with clarity and confidence, transforming what feels overwhelming into actionable steps toward success.

Trusted By Families and Business Owners Across Our Region

Your Financial Clarity Starts Here

We’re here to simplify financial complexity and help you achieve your goals.

Start your journey with a free strategy session—it’s the first step to building your financial confidence.

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