Kristiana Daniels serves as an Associate Advisor and CERTIFIED FINANCIAL PLANNER™ professional or CFP® professional. Kristiana most enjoys the privilege of walking alongside clients in all phases of life to empower them to achieve their financial goals. Whether her clients needs involve investment management, retirement planning, debt payoff tactics, or tax efficiency strategies Kristiana is passionate about providing holistic and comprehensive advice.
Kristiana graduated magna cum laude with a degree in Psychology from Taylor University, a distinctive Christian Liberal Arts College located in Indiana. Since joining Summit, she has attained the Series 65 securities license and a Certificate of Financial Planning from Florida State University. Kristiana has also successfully met the CFP Board’s rigorous standards to obtain the CERTIFIED FINANCIAL PLANNER™ certification.
Outside of work, Kristiana loves spending time with her husband, Tim, and their dog, Bear. They can often be found at a local sporting event, CrossFit class, or learning a new outdoor hobby.