Tabby Daly holds a Bachelor of Science degree in Finance and Economics, with a minor in Business Management, from Grand Canyon University. In 2019, she was selected for a prestigious internship with Charles Schwab, where she participated in an intensive on-site summer program designed to prepare a select group of students for careers in the investment advisory industry. As part of this experience, Schwab partnered with local firms — and Tabby spent a day with us at Sensible Money, where her passion for retirement planning and client service immediately stood out. Although we weren’t hiring at the time, she remained connected to our team.
“The quickest way to happiness? Learning to be selfless. Ask more questions. Talk about yourself less.”— Macklemore
Following graduation, Tabby joined another investment firm, where she earned her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2022. Her commitment to continuous learning and growth eventually led her back to Sensible Money, where she officially joined our team in 2023 to work closely alongside Dana Anspach and deepen her expertise in retirement income planning.
Since joining, Tabby has gone on to earn her Retirement Management Advisor® (RMA®) designation and now plays an active role on Sensible Money’s Investment Committee. She also gives back to the next generation of planners by working with Grand Canyon University’s internship program, welcoming students into our office to experience the financial planning profession firsthand.
Clients often praise Tabby’s calm demeanor, exceptional attention to detail, and outstanding communication skills.
When she’s not working, Tabby enjoys practicing yoga and spending time with her family and her dog, Rizzo. Originally from Seattle, she happily traded rain showers for sunshine when she relocated to Phoenix in 2018.
