Kim McDaniels

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 has been featured in Forbes Top Next-Gen Wealth Advisors list (2026)¹.

Kim and her husband, Josh, enjoy spending time with their three children in their community of Walla Walla, Washington.

¹Forbes Top Next-Gen Wealth Advisors: Awarded each August, based on data from a 12-month period through March 31. For additional disclosures regarding rankings, please visit: https:/creativeplanning.com/important-disclosure-information/.