Client Relationship Manager
Kristiana Daniels is a Client Relationship Manager working closely with financial advisors to ensure clients receive world class service from Summit. She works efficiently and accurately empowering clients to achieve their financial goals. Kristiana proactively cultivates a culture of partnership between advisors and clients with a warm client-first attitude.
Kristiana graduated magna cum laude from Taylor University, a distinctive Christian Liberal Arts College located in Indiana. Since joining Summit, she has attained the Series 65 securities license and is currently pursuing a Certificate of Financial Planning from Florida State University with the goal to pass the CFP® exam upon completion.
Outside of work, Kristiana and her husband, Tim, love to play soccer, run obstacle course races, and enjoy the outdoors.