When they graduated from college, founding partners Wayne and Jude McDaniel had a dream to build a successful and independent financial planning firm that could not only be good but also do good.
After much time, energy, devotion, and prayer, in 1981 our firm opened the door for business. Like most small businesses, we needed a dreamer to see the big picture. Wayne was and still is our dreamer. Always looking to the horizon to see what’s next, Wayne is the visionary who has been instrumental in steering the company through the more than 30 years of its existence.
Small businesses also need inertia and energy. While Wayne was navigating and charting courses, Jude was below deck rowing, paddling, sailing, running, training, teaching and anything else that needed to be done. Together, they were able to get the firm up and going. While it was not always smooth sailing, they made constant positive progress each year. They added staff and technology and moved offices as the business grew. All the while, their impact on their clients and community increased as well.
Pete Knutson joined the firm in 2001 and became an owner in 2006. He is now our president. Pete majored in financial planning in college and has been in the business since 1993. He is also the Chief Humor Officer and tries to keep things light around the office.
Victoria Bogner came onboard in 2005 and became an owner in 2012. She is our Senior Investment Analyst and Chief Executive Officer.
In 2014 we added another player to our roster: Jim Moore comes from commercial insurance and 401(k) background bringing another area of specialty to McDaniel Knutson.
Brad Lanpher began working with us while he was attending the University of Kansas. He has since received his degree in finance and now serves as our newest financial advisor.
Wayne and Jude have always wanted to help those in need and we continue to pursue that core mission to the present day. As our business has grown, so has our ability to help others. We have given away 5 percent of our gross revenues to charity every year. In the beginning, it was 5 percent of just about nothing but, since 2000, we have donated more than $1.5 million to charities of all kinds.
Philosophically, we believe the easy money has already been made. We do not think you can just dump money into the stock market and have it magically compound into enough for you to live on indefinitely. As such, we believe that your future success is only determined if we work together and develop a plan, outline your goals and implement creative strategies that are unique to you.
We each average more than 25 years of personal financial planning experience. We believe that when you succeed, we succeed. We can be your guide, we will continue to walk alongside you in your financial journey and use our knowledge, skills, and resources to help our clients increase their capacity to live and give.
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