Kary J. Meschke Joins Wade Financial Advisory Team as Associate Advisor

Wade Financial Advisory
Wade Financial Advisory

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.

To learn more about Kary J. Meschke or any member of the Wade Financial Advisory team, please visit our team website.

This communication contains the opinions of Wade Financial Advisory, Inc. about the securities, investments and/or economic subjects discussed as of the date set forth herein. This communication is intended for information purposes only and does not recommend or solicit the purchase or sale of specific securities or investment services. Readers should not infer or assume that any securities, sectors or markets described were or will be profitable or are appropriate to meet the objectives, situation or needs of a particular individual or family, as the implementation of any financial strategy should only be made after consultation with your attorney, tax advisor and investment advisor. All material presented is compiled from sources believed to be reliable, but accuracy or completeness cannot be guaranteed. PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RESULTS. INVESTMENTS BEAR RISK INCLUDING THE POSSIBLE LOSS OF INVESTED PRINCIPAL.

Wade Financial Advisory, Inc. is an investment adviser registered with the Securities and Exchange Commission. Registration of an Investment Advisor does not imply any level of skill or training. A copy of current Form ADV Part 2A is available upon request or at www.advisorinfo.sec.gov. Please contact Wade Financial Advisory, Inc. at (408) 369-7399 with any questions.

There's no time like the present

Contact us today to speak to one of our trusted advisors and learn how our team can partner, educate, and guide you on your path to financial confidence.

couple-aqua-phone copy

Let's keep in touch

  • This field is for validation purposes and should be left unchanged.