Broker Check

Team

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.

We are very proud of the team we have assembled and are committed to giving you the best service possible.

 

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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Pete is president and part owner of the firm. Along with a broad list of clientele, Pete also works with KU professors, staff, and administrators. 

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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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Jim has been providing financial solutions since 2003. He is licensed in variable annuities, life and disability insurance. He is an Accredited Investment Fiduciary® (AIF®) and holds a Life and Annuity Certification (LACP.) 

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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’s passion is to engage people to think about how they can make a greater difference in their families, communities, and beyond. 

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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®.

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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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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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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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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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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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