About Impact Financial Solutions

Who we Are

Since 2010, Impact Financial Solutions has helped over 4000 families protect their futures with improved and fortified financial plans. 


In the wake of the 2008 financial crisis and the wave of monetary loss that followed, Monty and Katrina McDaniel entered the business of helping people. They saw the opportunity to empower people with knowledge and lead them towards a steadier and surer financial future. As a business, Impact Financial Solutions serves as a one-stop shop for all individual and family financial needs.

Our Mission

The most important thing to us is to be of service to our clients. 


Monty and Katrina have several "Why's'. Not only do they aspire to empower the community with a solid financial footing and a brighter financial future, they also see themselves reflected in their clients. They believe that striving for excellence and achieving business success will ultimately benefit future generations and their motivation stems from a desire to provide a better life for their children. By establishing Impact Financial Solutions, they aim to leave a meaningful legacy for their children and offer the community the same opportunity.

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Expanding Our Reach

Impact Financial Solutions services over 4,000 clients in the southeast and is always on a mission to expand. Financial security is for all and as we grow our team we will be able to touch many more lives and change even more futures.

“The McDaniel's responsible demeanor, positive attitude, and professionalism are just a few of the reasons that I continue to work with them and trust them with my family's financial needs.”

– Carl Morris

Company Awards and Recognition

  • Trade Organization Memberships - BUILD, FINSECA, & NAFA
  • Training - Annuity Suitability Training, AML Training, UIECE Annuity Investing for Retirement Course,
  • UIECE ABC's of Annuity Investing Course, UIECE Business Insurance Needs Course
  • Licensed for 14 years in 20 different states
  • Top #1 Producer Award within Freedom Financial Solutions 2022 & 2023
  • Top #2 Producer Award within Freedom Financial Solutions 2021
  • BUILD Summit Qualifier 2022
  • GPM Top Producer Recognition 2022 & 2023
  • Foresters Top Production Recognition 2019
  • CFG Rising Star Award 2017
  • Financial Services Bootcamp Training Certification 2024
  • Million Dollar Round Table Qualifier 2023

STRIVING FOR SUCCESS

Impact Financial Solutions has assembled a remarkable group of licensed brokers, and we warmly welcome new members to join us! 


We seek individuals who possess honesty, intelligence, and inquisitiveness, and who have a passion for aiding others. If you are someone who desires to acquire knowledge and work collaboratively to enhance the well-being of our clients, we would be delighted to hear from you.

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MEET THE TEAM

Katrina walker-McDaniel

Impact Financial Solutions Founder

Katrina Walker-McDaniel holds a deep passion for serving others. Her work is fueled by a desire to empower clients to achieve their dreams, and she brings a wealth of expertise to every interaction. Collaborating with her husband at Impact Financial Solutions enables her to contribute to the legacy they are building for their children while also leveraging her knowledge and skills to guide clients toward securing their own financial futures. With her commitment to excellence and unwavering dedication to her clients, Katrina is a trusted partner in fulfilling the Impact Financial Solutions Mission.

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Monty McDaniel

Impact Financial Solutions Founder

Monty McDaniel began his career as a financial services professional in 2010 and has since transitioned into entrepreneurship, leveraging the skills he acquired to build a stable foundation and secure a future for his family. As a co-founder and partner of Impact Financial Solutions, Monty works closely with his wife, Katrina, to create a collaborative and supportive environment for clients and brokers. He approaches his work with a strong commitment to making clients feel empowered and in control of their financial futures, aiming to provide them with a sense of relief as they navigate complex financial decisions. With his years of experience and steadfast dedication to serving his clients, Monty is a valued and trusted partner in achieving financial success.

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