Happenings

06/11/2026: Introducing KATE (Knox Advisor Technology Experience), a digital assistant that helps document meetings clearly and accurately.

During meetings with Jason Knox, AIF®‑CRC®, or other members of the Knox Financial Services team, KATE captures key discussion points and next steps.  Afterward, KATE helps produce written summaries so important details are not missed.  A written summary is available immediately at the conclusion of our meetings.

KATE does not provide financial advice or make decisions. KATE's sole role is to assist with documenting our conversations.  With KATE, we may deliver a written summary of our meetings together immediately following our meetings

06/05/2026: Clients and guests enjoyed a scenic tour of northeast Iowa.  Thank you for all who attended and the landowners who graciously shared their land with the group.

The 2027 Knox Financial Services SXS Journey is Saturday, June 05, 2027.

See more pictures by clicking the button below.

06/04/2026:  Kathy Leckey, President & CEO of Lincoln Investment, along with Todd Kough, visited Knox Financial Services West Union and Decorah, Iowa, office locations, creating a valuable opportunity for collaboration and connection. During the visit, we discussed industry trends, client service strategies, and ways to strengthen our ongoing partnership. The CEO shared insights on the evolving financial landscape and emphasized Lincoln Investment’s commitment to supporting advisors with innovative tools, services, and resources. The visit also provided an opportunity to recognize the dedication of the Knox Financial Services team, reinforcing a shared mission of delivering personalized financial guidance and long-term value to clients.  We also enjoyed a terrific lunch, recreating the Lincoln team photo from January.

May 27, 2026  |   Knox Financial Services welcomes Ethan Praska, a Iowa State University - Ivy College of Business student as our Summer 2026 Intern.

Ethan will assist our Clients with the WealthVision website and app and assist our Team with daily operations.

May 27, 2026  |   Alex Jansen is Knox Financial Services Virtual Sales Assistant (VSA), bringing extensive operational expertise to strengthen our team. 

As an employee of Lincoln Investment, Alex supports us through their VSA program, which Knox Financial Services contracts with to enhance our service capacity.

Working from Lincoln’s home office, Alex efficiently processes operational requests, allowing our local team to focus on serving our clients.

Alex replaces Khiara Ford, who is out of the office at this time.

May 20-24, 2026  |   Algarve, Portugal: Lincoln Investment recognized Jason Knox as a qualifying member of Nick's Roundtable, Lincoln's top recognition club.   Nick's Roundtable is a select grouop of advisors who demonstrate exceptional performance, a strong commitment to client success, and leadership within the financial services industry.  Jason's inclusion reflects his continued dedication to comprehensive financial guidance and personalized strategies tailored to each client's needs and goals.

Participation in Nick’s Roundtable also provides advisors with opportunities to collaborate with industry peers, exchange insights, and stay informed on evolving market trends and best practices—further enhancing the level of service provided to clients.  

“Being recognized by Lincoln Investment is a tremendous honor, and the opportunity to engage with fellow top advisors is invaluable. Collaborating on technology, service models, and planning processes continues to enhance the services we provide to our clients,” -Jason Knox

This recognition is based on criteria established by Lincoln Investment and reflects achievement during a specific time period (2025).  Working with an award winner is not indicative of future performance or a guarantee of results.  Individuals should conduct their own evaluation of financial advisors.

April 28, 2026  |   The WealthVision mobile app for Android and iPhone gives you a secure, convenient way to stay connected to your complete financial picture anytime, anywhere. With an intuitive design and real‑time updates, the app allows you to view your net worth, track spending and cash flow, monitor investments, and access important financial documents—all in one place.

Seamlessly synced with your advisor’s planning tools, eMoney puts powerful financial insights at your fingertips so you can make informed decisions and stay on track toward your goals with confidence.

April 25, 2026  |  West Union, Iowa: Clients were able to shred their secure documents with a professional service.  An awesome spring day was the perfect background.

January, 2026  |  West Union, Iowa:  Lincoln Investment team members (left to right) Amber Murray, Sr. Training Coordinator; Anthony Bueti, Senior Vice President, Operations and Service; and Eric Jones, Asset Management Consultant, joined the Knox Financial Services Team for consultation, cross-team idea exchanges, and training.    

The groups collaborated on practice management, account servicing, technology opportunities, personal portfolio management, and product solutions.  It was a valuable opportunity to share ideas, identify efficiencies, and strengthen cross‑team relationships.

After work, our teams also enjoyed local dining and culture, with more opportunities to connect and share ideas outside the formal meetings.  

Pennsylvania's weather and the airlines' understandable reluctance to fly into a blizzard kept Kathy Leckey, Lincoln's President and Chief Operating Officer, and Chrissy Hazleton, Advisor Service Associate I, from attending as planned.  We look forward to their rescheduled visits.

The entire team at Knox Financial Services thanks our Lincoln Investment counterparts who braved the Iowa weather to join us in enhancing the services we provide to our clients. 

Amber and Jason are committed to our community and helping those in need.  We have made the decision to expand our efforts.  As we visit with clients, we hear about many charities we wish to support and perhaps you will also wish to support.

A reminder of our donation matching program. 

We believe that matching your charitable donations (maximum $1,000 per month) will have meaningful impact on the charity's mission, create awareness, and perhaps inspire others.  The charity will benefit from our collaborative donation because of you, as the donation will be in honor of our clients.

Giving back to the community is part of both how Amber and Jason choose to live, as well as part of our team culture.  Our entire team is committed to helping those in need.   

Robert Cogan passed away on June 20, 2023 while fishing, a favorite pastime.

Bob was instrumental in helping us form Knox Financial Services, a great long-time consultant and amazing friend.  Our lives are better for having known Bob.

Mr. Cogan was the managing principal of Strategy B4 Tactics, a financial services consulting firm.  Mr. Cogan had over four decades in the financial industry and later specialized in transition/succession planning, converting strategic plans into goals, and consulting and coaching to help clients achieve those goals. His focus was on a team approach and instilling the importance of each team member’s contributions.  

May 18, 2020  |  Madison, WI:  Tucker passed away peacefully after a brief illness.  Tucker was our canine Greeter and Chief Fun Officer (CFO) from 2009 to 2020.  Tucker assisted in the establishment of our Decorah and West Union office locations.  When Tucker visited our offices, he would greet our guests, guard the door, enjoy resting in the sun, and alert our team to anyone or anything that passed by.  He would also remind our team when it was time for ear scratches or a treat.  Tucker always brought smiles to our faces.  Dearly missed, always loved, forever in our hearts.  We love you, Tucker!