Broker Check

Jason Knox
AIF®, CRC®

Financial Advisor

1-877-566-9468

563-559-7303

[email protected]

I have enjoyed working with clients since 1996.....

Read more

Sylvia Mork

Financial Advisor

1-877-566-9468

563-559-7303

[email protected]

As a Financial Advisor, Sylvia seeks to help people achieve their best lives, both personally and financially. Sylvia embraces the firm's goal of providing comprehensive financial solutions for each client...

Read more

Amber Knox

Director of Client Services

1-877-566-9468

563-559-7303

[email protected]

Amber has been a part of the team since 2016. 

Read more

Steffani Otto

Client Service Associate

877-566-9468

563-559-7303

[email protected]

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

Lindsey Boyer

Assistant

1-877-566-9468

563-559-7303

[email protected]

Lindsey assists our Financial Advisors, helping clients achieve their financial goals. Lindsey graduated from Upper Iowa University, with a major in Financial Management and minor in Human Resources Management. She previously educated...

Read more