Your Team at Knox Financial Services We take the time to learn about your current situation, goals, and visions for your financial future. Our team is dedicated to finding Solutions that are objective, uniquely designed for your situation, efficient from both economic and tax perspectives, and are well positioned for future changes in your needs or objectives. Jason KnoxAIF®, CRC® Financial Advisor 1-877-566-9468 563-559-7303 firstname.lastname@example.org I have enjoyed working with clients since 1996..... Read more Gary Bond Business Planning Consultant 1-877-566-9468 563-559-7303 Gary "Barney" Bond has more than four decades experience in helping business owners and individuals achieve their financial goals. Read more Amber Knox Director of Client Services 1-877-566-9468 563-559-7303 email@example.com Amber has been a part of the team since 2016. Read more Steffani Otto Branch Administrator 877-566-9468 563-559-7303 firstname.lastname@example.org 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... Read more Chasity Griffith Project Coordinator 877-566-9468 563-559-7303 email@example.com Chasity helps keep our clients informed on financial topics and their accounts. Chasity spent 25 years working in the medical field as a Medical Laboratory Technologist. Her attention to detail... Read more Rachel Barta Administrator 1-877-566-9468 563-559-7303 firstname.lastname@example.org 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. Read more In Loving Memory of Tucker Knox Chief Fun Officer 877-566-9468 563-559-7303 email@example.com Tucker was our Greeter and Chief Fun Officer (CFO) from 2009 to 2020. Tucker enjoyed everyday and had a gift for making new friends. Read more Ally Fink Administrator 1-877-566-9468 563-559-7303 firstname.lastname@example.org Ally graduated May 2021 from Upper Iowa University with a Bachelor of Science degree. She primarily focused on biology and psychology. When Ally is not at work, she enjoys spending time with her friends and family. Some of Ally's... Read more Contact Knox Financial and Look Forward to Your Financial Future Name Email Address Phone Message Thank you! Oops!