People tend to describe David as calm, curious, and the kind of person who makes complex things feel simple. He built Talley Wealth on that same belief—that financial decisions should create confidence, not confusion.

What matters most to him isn’t spreadsheets or markets; it’s helping people connect their money to a life that feels purposeful and free of guesswork. Clients often say they leave conversations with more clarity than they expected, which is exactly the point.

Outside of work, David’s happiest on a golf course or at home in East Tennessee with his wife Kaitlyn and their kids. He loves a good book, a new idea, and any chance to be outdoors.

He also serves on the board of CrushingIt.ai, a nonprofit making artificial intelligence practical for everyday people, and has shared ideas on the TEDx stage about clarity and decision-making.

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.

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.

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.

Daisy is our office companion and our Chief of Morale.  You can catch her doing her signature zoomies, showcasing her playful personality. 

Daisy will lay beside you (if you ask her nicely).