Kim McDaniels
Wealth Manager, Partner
Kim serves as a Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With more than 15 years of experience in the financial services industry, Kim offers her clients a truly comprehensive planning experience. Prior to joining Creative Planning, Kim served as an owner and a financial advisor at an independent investment advisory firm, where she was involved in portfolio construction, financial plan creation and execution, investment management, retirement plan management and business management.
Kim and her husband, Josh, enjoy spending time with their three children in their community of Walla Walla, Washington.
Articles by Kim McDaniels
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