Jason Knox
AIF®, CRC®
Financial Advisor
563-559-7303
I have enjoyed working with clients since 1996.....
Amber Knox
Director of Client Services
563-559-7303
Amber has been a part of the team since 2016.
Steffani Otto
Branch Administrator
563-559-7303
Steffani is our Client Service Associate, where she assists clients and advisors with transactions, form management, plan preparation and other operations processes. Her exceptional customer service skills and knowledge of...
Rachel Barta
Administrator
563-559-7303
Rachel is an Administrator for Knox Financial. Her experience with managing confidential information and proficiency in a broad scope of administrative functions make her a wonderful addition to our team.