Meschke Brings Experience, As Well as Recent Honors and Awards
Wade Financial Advisory is pleased to announce the addition of Kary J. Meschke to the team. Meschke began in the role of Associate Advisor in July of 2023 and brings six years of experience in assisting with comprehensive financial planning.
“I have a deep commitment to exceptional client service,” Meschke says. “I’ll focus on deep-diving into complex tax planning and the constant need to adapt to new legislation in this area.”
Meschke received her Bachelor of Science degree in Wellness Management from Black Hills State University. She also holds a Certificate of Financial Planning from the Boston Institute of Finance/Bryant University and is a Certified Divorce Financial Analyst through the Institute of Divorce Financial Analysts. She has worked in personal finance for more than six years, serving as an Account Administrator, Client Relationship Coordinator, Wealth Management Advisor, and Portfolio Manager prior to joining the Wade Financial Advisory team.
Recently, Meschke received the distinct honor of being named to the 20 Under 40 class of 2023 in Flathead Valley, Montana, as well as placing 1st in Best Financial Advisor in Best of the Flathead 2023.