Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Founding partners Wayne and Jude McDaniel dream was to build a successful and independent financial planning firm that could not only be good but also do good. They opened our firm for business in 1981 after much energy, devotion, and prayer.
Like most small businesses, a dreamer is needed to envision the big picture. Wayne is still our dreamer. Always looking to the horizon to see what’s next, Wayne is the visionary who is instrumental in steering our firm through the more than 30 years of its existence.
Small businesses also require someone with energy. All the while Wayne was navigating and charting courses, Jude was rowing, paddling, sailing, running, training, and teaching. Working together, they got the firm up and going. Though it was not always smooth sailing, they remained constant and made positive progress each year. They added staff, technology, and new offices as their business grew. All the while they continued to make a positive impact on their clients and the community.
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 our Chief Humor Officer and works 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. She performs stock market analysis for our investment strategies and is in charge of the securities trading component of our company.
In 2014 found Jim Moore joining us on our journey. Jim has been providing financial solutions since 2003. Licensed in variable annuities, life, and disability insurance, he comes from commercial insurance and adds another area of specialty to McDaniel Knutson.
Philosophically, we do not think you can dump money into the stock market and have it magically compound into enough for you to live on indefinitely. Instead, we believe that your future success can be determined if we work with you and outline your goals. Working together, we can implement creative strategies unique to your needs and wants. We believe that when you succeed, we succeed.
Wayne and Jude have always worked to help those in need, and we pursue that mission today. We donate 5 percent of our gross revenues to charity each year. In the beginning, it was 5 percent of just about nothing, but as of today, we have donated more than $1.5 million to charities of all kinds.
Let us be your guide. Using our knowledge, skills, and resources to help our clients increase their capacity to live and give we can help you navigate your financial journey.
Please Note: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information or programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites to which you are linking.
Wayne McDaniel is no longer affiliated or registered with Cetera Advisor Networks LLC. All other individuals named herein are Registered Representatives of Cetera Advisor Networks.