Broker Check

Team

At McDaniel Knutson Financial Partners, we are very proud of the team we have assembled. From your personal financial advisor to our front-desk receptionist, we are committed to giving you the best service possible.

Commitment to Excellence: We believe continuing education is vital to our ability to advise clients on the best course of action. In order to provide high-level advice to clients collectively, our associates hold many of the top industry certifications.

 
Victoria is the CEO of McDaniel Knutson as well as a Certified Financial Planner™ certificant, working with a wide array of clients that range from university presidents to Hollywood celebrities.

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Jude is a founding partner of McDaniel Knutson. She has both Chartered Financial Planning (ChFC) and Chartered Life Underwriter (CLU) designations from the American College (1984 and 1983, respectively)

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Pete began his financial-planning career in 1993 in State College PA while his wife Julie attended graduate school at Penn State.

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Jim joined the group as a partner with Jude McDaniel. Jim has been providing financial services since 2010 and insurance solutions since 2003.

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Brad joined our team in 2015. A proud Jayhawk, he graduated from KU with a degree in Finance. He met his wife, Kirsten, at KU. They love traveling, finding the best BBQ, going to KU games, and arguing over who is the biggest sports fan...

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Wayne is a founding partner of McDaniel Knutson along with his wife, Jude. Wayne has worked in many capacities in financial advisement, business development, market analysis, and various not-for-profit organizations.

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Karey Chester

Office Manager and Compliance Officer

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Karey is the office manager and compliance officer, helping ensure all our work falls within federal regulations, industry standards and the highest ethical principles.

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Tammy N. Barnes

Operations Administrator

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Tammy is the Operations Administrator for McDaniel Knutson. She’s been working in the financial-planning industry since 2003 and joined McDaniel Knutson in 2008.

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Cindy Folks

Assistant to Peter Knutson

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Cindy is Peter Knutson’s executive assistant and recently celebrated her 10 year anniversary with McDaniel Knutson. Prior to joining MK she worked with Lawrence Public Schools and the University of Kansas.

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Kara Gourley

Assistant to Victoria Bogner

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Kara is the Executive Assistant to Vickie Bogner. She worked in the Finance Department at Sallie Mae for eight years and with DST Systems/BFDS for five years.

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Heather Zoeller

Assistant to Jude McDaniel and Jim Moore

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Heather is Jude McDaniel and Jim Moore's assistant. Heather joined McDaniel Knutson in Autumn 2011 after working for the Kansas Research and Education Network for three years and in the E-Commerce industry for seven years.

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Whether you're making a call to us or stopping in for a visit or appointment, Brenda is your first point of contact with McDaniel Knutson. She joined the McDaniel Knutson team in 2011.

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