Your Team at Knox Financial Services
Jason Knox
AIF®, CRC®
Financial Advisor
563-559-7303
I have enjoyed working with clients since 1996.....
Meredith Connelly
Financial Advisor
563-559-7303
I have helped clients achieve their life and financial goals since 1998. My passion is to help clients achieve financial independence, by providing solutions with calmness and clarity.
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...
Jackie Harless
Administrator
563-559-7303
Jackie earned her bachelor’s degree in Elementary Education from West Liberty State College. Along with teaching, she has many years of experience working in the financial services industry, providing exemplary customer service.
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.