Broker Check
Victoria Bogner, CFP®, CFA, AIF®

Victoria Bogner, CFP®, CFA, AIF®

Chief Executive Officer

Victoria joined our team in 2005. She works with a wide array of clients that range from university presidents to Hollywood celebrities. An Accredited Investment Fiduciary® and a Certified Financial Planner®, she is also a Chartered Financial Analyst Charterholder. The CFA Institute serves to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence.

Victoria is a partner with McDaniel Knutson and our Chief Investment Officer. Along with serving her clients, she leads our Investment Committee to plot our approach to asset management. She also performs stock market analysis for investment strategies and is in charge of the securities trading component of our company.

Victoria is a 2018 40 Under 40 Honoree* by InvestmentNews, the leading news source for financial advisers. The 40 Under 40 project is designed to reveal top young professionals who do remarkable work in the financial industry. To be considered, she met their four criteria of accomplishment, contribution, leadership, and promise.

She and her husband Luke keep active with their two children.

Education

  • Bachelor of Science, Mathematics – Kansas State University
  • Minors – Computer Science, Japanese

Designations

  • Certified Financial Planner®
  • Chartered Financial Analyst Charterholder
  • Accredited Investment Fiduciary® 

Memberships and Board Positions

  • Secretary for Green Wish™ National in Los Angeles
  • Founder and President of Green Wish™ Lawrence
  • CFO for Johnson County Business Partners
  • Finance Committee Member of Fellowship Bible Church

Kara Gourley is Victoria's executive assistant.

 

*InvestmentNews’ 40 Under 40 project aims to reveal the tremendous potential in the financial advice industry by finding often unrecognized young talent doing remarkable things. The winners were chosen from a pool of almost 1,000 nominees by a panel of reporters, editors and other representatives of InvestmentNews, to make a list of 40 talented individuals. Nominations are accepted for professionals from all sides of the financial advisory industry, including registered investment advisers, registered representatives, financial planners, brokers, insurance agents, certified public accountants, bank trust officers, firm executives and those working for industry organizations. InvestmentNews determines nominees’ eligibility for the 40 Under 40 list based on the following criteria: accomplishment to date, contribution to the industry, leadership and promise. No fees are paid, participation is free. Listing in this publication is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.

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