Broker Check

Team

We are very proud of the team we have assembled, each member is committed to providing you with the best service possible. We believe the pursuit of continuing education is vital to our ability to advise you on the best course of action and you will find that our associates hold many of the industry's top certifications. 

 

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 and other university 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®

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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 and Chief Compliance Officer of our SEC-registered RIA. Karey Chester is also an Accredited Investment Fiduciary®.

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As our Head of Trading, Tammy works with our Investment Committee to trade and audit 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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Anna Richardson

Compliance and Data Analyst

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Anna joined our team in January 2020. As our Compliance and Data Analyst, Anna works with Karey to ensure that all McDaniel Knutson’s advisors and staff are performing to the high standards we set for ourselves.

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Cali Byrn

Administrative Assistant

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Cali joined McDaniel Knutson Financial Partners in July 2020 and serves as an administrative assistant to Jude McDaniel, Peter Knutson, and James Moore.

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Eric Soetaert

Director of First Impressions

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Eric joined McDaniel Knutson Financial Partners in December 2020. He fills the important role of Director of First Impressions and makes us all look good.

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