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 Knox
AIF^®, CRC^®

Financial Advisor

1-877-566-9468

563-559-7303

jknox@knoxfin.com

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

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.

Amber Knox

Director of Client Services

1-877-566-9468

563-559-7303

aknox@knoxfin.com

Amber has been a part of the team since 2016.

Steffani Otto

Branch Administrator

877-566-9468

563-559-7303

sotto@knoxfin.com

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

877-566-9468

563-559-7303

cgriffith@knoxfin.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. She is very excited to begin her new career. Her attention to...

Rachel Barta

Administrator

1-877-566-9468

563-559-7303

rbarta@knoxfin.com

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.