Our Team
Tim McDaniel

Tim McDaniel

Wealth Manager

Hello, my name is Tim McDaniel, and I’m honored to be part of the 1.oak Financial team as a Wealth Manager. I’m originally from Virginia Beach where I now live with my amazing wife and daughter.

Growing up, I experienced some hardships including my parents’ divorce, which gave me an understanding of how deeply our experiences can shape the way we see ourselves, relationships, and money. I’ve always had a passion for helping people overcome limiting beliefs and reach their full potential.

My career in financial services has given me the opportunity to see the emotional side of money from several different perspectives. As a bank teller, I learned just how personal money can be for people. As a mortgage professional, I witnessed the joy and significance of helping families achieve the dream of homeownership. Today, as a Behavioral Financial Advisor (BFA), I bring these experiences together to help clients better understand the beliefs, experiences, and emotions that influence their financial decisions.

I believe everyone has the potential to grow, and I’m passionate about helping people understand that their past may have shaped them, but it doesn’t have to define their financial future.

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