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.

Continued Team Expansion Will Support Enhanced Client Service

Wade Financial Advisory is pleased to announce the addition of Stephanie Wong to the team. As Tax Manager, Wong is tasked with improving procedures and processes for the tax division and assisting in all tax matters.

“I am committed to helping clients better understand their taxes,” Wong says. “This helps them plan ahead and achieve their financial goals.”

Wong earned her BBA in Accounting and Finance + MACC (Master of Accounting) from Abilene Christian University, and her MPA + certificate of Charitable Financial Planning from Texas Tech University. Prior to joining the Wade team, she spent two years tax planning in a financial service company and three years in a local CPA firm in Lubbock, TX.

You can learn more about Stephanie Wong and the full Wade Financial Advisory team here.