Chief executive officer, chief investment officer,
McDaniel Knutson Financial Partners
- Went to college for a year in Nagoya, Japan.
- Met her husband playing in a church band (he played bass, she played piano).
- When cooking at home, she pretends she has her own cooking show.
It simply never occurred to Victoria Bogner that she would become a financial planner. She majored in math at Kansas State, with minors in computer science and Japanese.
Ms. Bogner was encouraged into the profession by the owners of McDaniel Knutson after doing some work for them. She is now the CEO — selected even though she was the youngest member of the investment committee.
She is also past president of her local chapter of the National Association of Insurance and Financial Advisors, and is founder and current CFO of the Johnson County Business Partners, a networking group for building businesses.
Her mission “is to get every financial advisory firm to add a budget line of 1% to charity,” she said.
McDaniel Knutson contributes 5%.
As part of that commitment, the firm partners with an indigenous Indian nonprofit that is committed to bringing opportunity to rural villages in India, and every year since the beginning of the partnership Ms. Bogner’s firm has given staff and their family members the opportunity to see and serve the villages it supports with a trip to India.
“By involving our staff and their families, it not only brings us closer together as a team, it demonstrates to our staff and our clients that we stand behind our words of wanting to make this world a better place,” Ms. Bogner said.
— Dan Smith