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. This designation 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.

 

*Recognition from rating services or publications is no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance of results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluations.

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.