Meet Our Team

Daly & Associates' was founded in 2001 and our mission is to provide open and honest communication with you and your family. We use an active management investment process and our fees are competitive. By providing exceptional customer service and continual education, our goals is to define and exceed your expectations. We specialize in providing ongoing retirement cash flow planning to affluent pre and post retired women.

Lynn R. Daly
Financial Advisor
  Megan K. Keyser
Investment Specialist
  Matthew Svendsen
Financial Advisor Associate