Abby Daly

Abby serves as a Associate Financial Planner for the firm. She supports the financial planning team with insurance analysis, tax projections, college and retirement analysis, and other updates to client’s financial plans since she joined in May 2024. Abby also supports clients with various administrative tasks and problem solving to make client lives a little easier. Prior to joining the firm, Abby gained incredible experience in tax and finance as an intern through school. Abby’s credentials include:

• BS in Finance from Western Kentucky University
• CFP® Board Registered Program
• Series 65 licensed Investment Advisor Representative

Abby was born and raised in Northern Kentucky, where she currently resides. In her free time, she enjoys reading fantasy books, walking with her puppy Maple, and spending time with her family and friends. Abby is always happy to meet for coffee, lunch, or just for a chat!