Daley's story is a refreshing reminder that life often takes unexpected turns. Despite being the daughter of a nationwide company's co-founders, her path diverged from the norm, leading to a career in finance, a subject she once despised in high school.

In 2014, faced with a life-altering challenge, Daley chose not to back down but to confront it head-on. The next year found her at the corporate office of Five Rings Financial. While it was a great place to work, she hungered for more in her career.

She began part-time work, helping clients demystify the complexities of money. Before she knew it, she had forged a new career as a Financial Educator with The Donnelly Team, giving her the independence to be her own boss. Remarkably, within just 17 months, she achieved the prestigious title of Executive VP.

Her journey of self-empowerment had been a lifelong pursuit, but the last five years proved to be the most transformative and rewarding. Daley attributes much of her success to The Donnelly Team culture, the education it offers, and the incredible people she's encountered.

Her mission is clear: to educate all Americans about the intricacies of money and empower them to make sound financial decisions, fostering belief in themselves. Every day, Daley seizes the chance to help people gain control of their finances, whether they're starting out or transitioning from accumulation to distribution. She does this by offering intelligent, secure financial solutions and sharing insider knowledge that brokers might keep under wraps, like making your 401(k) provide lifetime income and insuring your income in case of health setbacks. Empowering others through knowledge and resources is her true passion.

Daley firmly believes that with the right tools and education, everyone can make excellent financial decisions. Beyond her professional role, she extends a warm invitation to connect over coffee or Zoom, eager to build meaningful connections. She recognizes that life is a shared journey, advocating for a community built on love and mutual support.

In a world where financial literacy is paramount, Daley shines as a beacon of enlightenment, championing not only financial well-being but also a spirit of togetherness and upliftment. As she wisely puts it, "We are all on this journey called life together; let's spend it loving each other and lifting each other up!"

Matt's journey has been a unique one, spanning over two decades in the construction industry. However, when he met and married Daley, he embarked on a new educational journey - the world of money and finance. Through sheer determination, years of persistent learning, and a touch of osmosis, Matt has emerged as a trusted leader within The Donnelly Team.

Matt's forte lies in forging meaningful connections with everyone he encounters. He takes immense pride in imparting the art of financial literacy, firmly believing that understanding the fundamentals of personal finance is the key to making money work for you. His primary goal is to assist every client in implementing a comprehensive financial strategy:

• Safe Retirement Strategies: Matt is passionate about ensuring his clients enjoy retirement without the fear of outliving their income.
• Tax Minimization: He specializes in helping clients minimize their tax burden both in the present and the future.
  
• Financial Protection: Matt is dedicated to safeguarding his clients' lifestyles and families, especially during times of illness or incapacity.
• Generational Wealth: He works tirelessly to help clients create a lasting legacy by building generational wealth.

Matt's commitment to financial education and empowerment is an invaluable asset to those he serves, and his ability to build relationships is a testament to his dedication.

These might not answer all of your questions, so feel free to reach out by clicking ‘Contact Us.’ Lyall, Tina, or a member of our team will get back to you as quickly as possible.