Team
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...
Chasity Griffith
Administrator
563-559-7303
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. She is very excited to begin her new career. Her attention to...
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.
In Loving Memory of Tucker Knox
Chief Fun Officer
563-559-7303
Tucker was our Greeter and Chief Fun Officer (CFO) from 2009 to 2020. Tucker enjoyed everyday and had a gift for making new friends.