Jude McDaniel
Partner Advisor
ChFC®, CLU®, AIF®
With more than 40 years of financial sector experience, Jude McDaniel is a Chartered Financial Consultant® and Partner Advisor in Allworth’s Lawrence, Kansas, office. She and her husband, market analyst Wayne McDaniel, CFP®, CLU®, CAP®, co-founded McDaniel Knuston Financial Partners, which merged with Allworth in 2023. One of her proudest milestones is the fact that several of her clients have worked with her for her entire career. An avid volunteer, Jude is deeply involved in local organizations and community projects, and is also a dedicated philanthropic supporter in the Lawrence area.
My process is direct, thorough, and rooted in decades of experience. I begin with a comprehensive review of a client’s full financial picture. This includes current assets, liabilities, income, tax situation, estate and legacy plans, and any major goals related to healthcare, education, and retirement. From there, we build a personalized investment strategy based on their objectives, timeline, and comfort with risk. Once we’ve aligned on the approach, we agree on how to implement the plan and monitor progress over time.
Throughout our partnership, my clients can expect a responsive, professional advisor who takes the time to understand their priorities and concerns. I focus on delivering performance that’s not only measurable, but also clear and easy to understand—it’s a disciplined strategy built around their needs.
At the core of my work is a simple goal: helping people achieve financial security so they can focus their time and energy on the parts of life that matter most. I’ve seen firsthand how clarity and confidence around money can open the door to personal growth, stronger families, and greater peace of mind. That’s what still drives me. I approach every client relationship with that outcome in mind, offering straightforward advice, smart strategies, and a commitment to long-term success.
ChFC®: Chartered Financial Consultant®
CLU®: Chartered Life Underwriter®
AIF®: Accredited Investments Fiduciary®
My main objective is to work closely with a client to identify and accomplish financial goals that improve their quality of life and launch them on the path toward a great retirement.
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