Experience & Expertise

As a Senior Analyst at Greenspring, Tim Daly collaborates with advisors to create comprehensive financial plans for clients that include cash flow projections, portfolio analysis, and the identification of client needs/obstacles. Tim is passionate about helping clients meet all their financial goals and enabling them to live their best lives. He is specifically interested in tax planning and helping clients create strategies to save taxes for both this generation and the next.

Prior to joining Greenspring Advisors, Tim was a senior associate in PwC’s investigations and forensics practice, where he gained analytical and client-facing experience.

Tim graduated from King’s College in Wilkes-Barre, Pennsylvania, where he attended the McGowan School of Business and earned a bachelor’s degree in both Accounting and Criminal Justice. Tim is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER® Professional.

Outside the office, Tim enjoys riding his bike, going on adventures with his wife, Emily, and their dogs, Nina and Hudson, as well as reading.

Favorite Thing About Working With Clients

“Providing them with the knowledge and guidance to make decisions so that they can live their best lives.”

My Philosophy On Client Service

“If you do good by the client by providing them value and a personal touch, they will do good by you.”