Our Team

Meet the Team

A direct advisor relationship supported by careful follow-through, clear communication, and a planning experience that feels personal and well run.

How the relationship works

Built for direct advice and clear follow-through.

Talley Wealth is built so the person leading the advice stays close to the work. Clients are not passed through layers of people who only know one part of the picture.

David leads the strategy and advice. Stephenee helps make sure the experience around that advice is clear, organized, and responsive. The goal is a relationship that feels personal, prepared, and easy to keep track of.

David Talley, CFP®, ChFC®, EA

Founder & Lead Advisor

David leads the strategy and advice at Talley Wealth: recommendations, tax planning, investment alignment, and the major decisions that shape the work. His role is to help clients understand the tradeoffs clearly enough to make confident decisions.

A Johnson City native, David combines more than a decade of experience in wealth and tax strategy with a genuine love for helping others build confidence in their financial lives. Outside the office, he enjoys golf, time outdoors with his family, and good books that challenge how he thinks.

Stephenee Carberry, FPQP

Practice Manager

Stephenee helps keep the planning experience organized and responsive between meetings. She is often the best place to begin when clients have a question, need to schedule time, are sending documents, or want to understand what happens next.

Originally from Johnson City and now based in Scottsdale, Arizona, Stephenee brings warmth, organization, and follow-through to the relationship. Her work helps clients feel that the details are being handled and the next step is clear.

Around the office

You may also meet Daisy.

Daisy is often nearby in the Johnson City office, usually ready to greet visitors or settle into a quiet spot while the planning work happens.

Professional Credentials

Credentials are not a substitute for good advice or good service, but they matter. They reflect ongoing education and a shared responsibility to keep the work careful, current, and useful.

CFP®

Certified Financial Planner

ChFC®

Chartered Financial Consultant

Enrolled Agent

FPQP

Financial Paraplanner Qualified Professional

Our Fiduciary Commitment

When providing fiduciary advice, we are legally and ethically bound to act in your best interest. We also explain pricing and compensation before you decide whether to move forward, so the business side of the relationship is clear from the beginning.

Ready to See Where You Stand?

Schedule a 15-minute Explore Call. Bring whatever is on your mind, and we'll talk through whether it makes sense to go further.

Schedule Your Explore Call Client Hub