McDaniel Wealth Management, PLLC

06/22/2026

🌟 Employee Spotlight: Lee Jinright 🌟

We’re excited to shine the spotlight on Lee, our Wealth Advisor. He works closely with clients to help them make informed, practical decisions about their financial future, always taking the time to explain things in a clear and straightforward way. We’re incredibly grateful to have him on our team and appreciate the knowledge, care, and steady guidance he brings every day.

📌 How long have you been with the company, and what brought you here?
I started working with Tim in February 2009. That makes over 17 years now.

📌 What’s a fun fact about you that your coworkers might not know?
My second cousin was Greg “Fingers” Taylor. He was a member of Jimmy Buffett’s Coral Re**er Band and played the harmonica on Margaritaville and many of Buffett's hit songs.

📌 Do you have any hobbies or side passions?
Auburn Tiger sports 🐯

📌 What do you appreciate most about your coworkers?
Our teamwork and shared goals. Tim has worked hard to put together a great staff that genuinely like each other and work well together.

📌 What are you most looking forward to in your career?
Seeing our clients have a comfortable and enjoyable retirement.

06/21/2026

Happy Father's Day! 👔

Today we celebrate the incredible contributions of dads everywhere and the boundless love and encouragement they provide.

Whether you're spending quality time with loved ones or embarking on a new adventure, here's to a day filled with special moments and cherished memories.

06/17/2026

If you or someone in your family is still in school—or heading back in the fall—now is the time to make sure your FAFSA form is in.

A few things worth knowing:
⏰ The federal deadline is June 30. State and school deadlines are often earlier.
⏰ Many types of aid are first-come, first-served. Waiting could cost money.
⏰ You can make corrections after submission, but the form needs to be in first.

Don't let a deadline get in the way of money that's already available to you.

06/15/2026

The Fed meets Tuesday and Wednesday, and while everyone’s expecting no change, there are still a couple things to keep an eye on—like the new dot plot and what’s next under the new Chair. CIO Gene Goldman reminds us that a Fed hold may not be exciting, but consistency counts. See more in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

06/12/2026

Exciting news! 🎉

McDaniel Wealth Management, PLLC was recently named one of Accounting Today’s 2026 Wealth Magnets: Top 150 Firms by Assets Under Management (AUM).

Thank you to our clients, team, and community for your trust and support. This recognition would not be possible without you, and we are grateful to be part of your financial journey!

Read more- t.ly/C-v6-

06/12/2026

Welcome to the world, Margot James McKinney! 🎀

Join us in congratulating Kaylee and Andrew on their beautiful baby girl. We are so happy for your growing family and know Shep is going to be an amazing big brother. Wishing you all the love and joy this special season brings. 💕

06/10/2026

Tax reminder! Your second-quarter estimated income tax payment is due on June 15, 2026.

If you're self-employed or earn income that isn't subject to withholding, now is the time to make sure your payment is on track. Don't wait until the last minute—a missed or underpaid estimated tax payment can mean penalties come filing season.

06/10/2026

Do your kids have the right stuff for college?

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

06/09/2026

Read the latest issue of Retire Wise here:

Families often struggle to find meaningful ways to pass down their values. While wealth, heirlooms, or traditions can be transferred with relative ease,…

06/09/2026

Happy 1-Year Anniversary, Margaret Stevens! 🎉

We’re celebrating Margaret and her first year with our team as our Tax & Accounting Associate! Margaret is always upbeat, brings a smile wherever she goes, and helps make our office a better place each day. We appreciate her hard work, positive attitude, and everything she does for our clients and team.

Thanks for a great first year, Margaret! We’re lucky to have you and look forward to many more!