Broker Check

Team

We are very proud of the team we have assembled, and we are committed to giving you the best service possible. From our president to our receptionist we strive for excellence: you will find that our associates hold many of the top industry certifications. To provide high-level advice to clients collectively, we believe the pursuit of continuing education is vital to our ability to advise clients on the best course of action.

 

Victoria is the CEO of McDaniel Knutson as well as a partner, 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 holds a Chartered Financial Planning (ChFC) and Chartered Life Underwriter (CLU) designations from the American College.

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Working primarily with university professors on their retirement plans, Pete originally focused on University of Kansas faculty and staff. Over time, he has expanded his practice to include other clientele.

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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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A proud Jayhawk, Brad graduated from KU with a degree in Finance. Brad would like to help you with your financial goals and life insurance planning.

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Wayne started a company, Generous Vision, dedicated to helping people realize their giving potential. Wayne believes that the impact one can make on the world correlates closely to how one handles wealth.

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Our Office of Supervisory Jurisdiction Branch Manager, Chief Compliance Officer of our SEC-registered RIA and our Chief Operations Officer. Karey Chester is also an Accredited Investment Fiduciary® and licensed to sell life insurance.

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Tammy N. Barnes

Operations Administrator

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Tammy is the Operations Administrator for McDaniel Knutson. Tammy works with our Investment Advisory Team to assist with trading and auditing all actively managed accounts at McDaniel Knutson.

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Cindy Folks

Executive Assistant

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Cindy joined McDaniel Knutson Financial Partners in 2005. Cindy is licensed in Kansas Life and Health insurance and is Peter Knutson's executive assistant.

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Kara Gourley

Executive Assistant

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Kara is Victoria Bogner's executive assistant. Kara enjoys building relationships with clients and seeing them accomplish their financial goals.

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Executive assistant to both Jude McDaniel and Jim Moore, Heather's primary goal is to keep them organized, prioritized, and less stressed. 

Heather places the utmost importance on client experience, and meeting client needs promptly.

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Whether you're making a call to us or stopping in for a visit, Brenda will be your first point of contact with McDaniel Knutson. She'll have fresh cookies and coffee ready for you.

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Anna Keena

Marketing Coordinator, Special Projects

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Anna is responsible for assisting with special projects and community outreach. Her focus is customer service, project management, and marketing.  

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