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My Summit Wealth

35 posts

Kristiana Daniels, CFP, is an Associate Advisor at Summit Wealth Partners

Wealth Advisor

Bio

Kristiana Daniels, CFP®, EA, BFA™

Amanda Pate, CFP is a Senior Relationship Manager at Summit Wealth Partners

Operations Manager

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Amanda Pate, CFP®, ChFC®

Alyssa Ferraro, Client Experience Manager at Summit Wealth Partners

Client Experience Manager

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Alyssa Ferraro

Client Service Specialist

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Cricket Stickney

Administrative Assistant

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Delicia Lopez

Client Service Specialist

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Marc Hernandez

Client Service Specialist

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Wendy Duncan

Client Service Specialist

Bio

Tracy Lane

Client Service Specialist

Bio

Chloe Fletcher

Portfolio Manager

Bio

Ryan Gavin, CFA