CLU®, ChFC®, AIF®
Jude and her husband, Wayne, founded McDaniel and McDaniel Financial Services in 1982. She holds the Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations from the American College. In 2019, she earned her Accredited Investment Fiduciary (AIF®) designation. Jude has been providing financial services since 1979 and has been an Investment Advisor Representative since 1987.
Jude is licensed in variable annuities, life and disability insurance, and is a securities registered representative with Cetera Advisor Networks LLC. She is a Top of the Table member of the Million Dollar Roundtable1 and is a member of the American Society of CLU-ChFCs, the National Association of Insurance and Financial Advisors, and the Lawrence Chamber of Commerce. Over the years, she has taken on various responsibilities in these professional associations and is still active in them on local and state levels.
Jude’s objective with each client is to be able to say, “Goals were set and accomplished.”
Jude has been involved in many community projects and organizations over the years and is well known in the Lawrence community. She is a generator for motivating McDaniel Knutson employees to be involved in the community and the formation of our vision to be a caring, intelligent and highly accessible firm.
Jude truly enjoys working with her clients, some of whom have been with her since she started. Her husband Wayne, is now McDaniel Knutson’s Chief Financial Officer.
Her assistant is Heather Zoeller.
1The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production.