Happenings

11/10 - 11/12/2026 Philadelphia, PA:  Jason, Amber and Kelly attended the Lincoln Investment Wealth Management Forum where they joined financial professionals from across the country to discuss market trends, planning strategies, and best practices in wealth management.  The conference offered valuable opportunities to learn from leading experts, exchange ideas with peers, and explore new strategies to help clients navigate today's evolving financial landscape. 

11/05/2026:  Knox Financial Services obtained client feedback about their Pershing statements.  Knox Financial Services collaborated with Lincoln Investment and Pershing to enhance and customize the format of your Pershing account statements.  The format now includes our contact information on the cover page. The final revised format is reflected on statements covering October 1-31, 2026.    

10/16/2026: Knox Financial Services is pleased to announce the appointment of Kelly Jefferson as Chief Operating Officer (COO). 

Kelly joins Knox Financial Services with more than 28 years of operational and industry experience, most recently with Lincoln Investment, where she developed extensive expertise in financial services operations, client service, workflow management, and advisor support.  Her background and leadership will strengthen the firm's operational capabilities as it continues to grow and serve clients throughout the region.

As Chief Operating Officer, Jefferson will oversee the day-to-day operations of the firm, including client service processes, technology initiatives, team coordination, and business operations. Her focus will be on creating efficient systems and processes that enhance the client experience while supporting the firm's long-term strategic goals.

"Kelly brings a wealth of knowledge and experience to Knox Financial Services," said Jason Knox, CEO and Financial Advisor of Knox Financial Services. "Her operational leadership in the financial services industry, specifically her experience with Lincoln Investment and Pershing, makes her uniquely qualified to help guide our firm as we continue to grow. Kelly's expertise will allow us to strengthen our internal operations and client service platform while enabling me to spend more time meeting with clients, understanding their goals, and helping them make informed financial decisions."

Jefferson said she is excited to join a firm that shares her commitment to client service and relationship-based financial planning.

09/02/2026: Better information leads to better decisions—when we understand the full picture, we deliver advice that’s more proactive, coordinated, and aligned with your long‑term goals.

"I have always believed that what our clients get to keep - after taxes - is the most important outcome.  Our Plan Well, Invest Efficiently, Relax process has always included tax consequences as part of the design.  With Tax Forward, we elevate our planning process to fully incorporate your entire tax situation with your investment portfolio, risk management, and overall financial strategy - that will lead to even better outcomes."  - Jason Knox, AIF(R), CRC(R) 

Save the date for our 2027 Luncheon & Tin Cup Golf Outing. 

Friday, August 13th, 2027

06/11/2026: Introducing KATE (Knox Advisor Technology Experience), a digital assistant that helps document meetings clearly and accurately.

During meetings with Jason Knox, AIF®‑CRC®, or other members of the Knox Financial Services team, KATE captures key discussion points and next steps.  Afterward, KATE helps produce written summaries so important details are not missed.  A written summary is available immediately at the conclusion of our meetings.

KATE does not provide financial advice or make decisions. KATE's sole role is to assist with documenting our conversations.  With KATE, we may deliver a written summary of our meetings together immediately following our meetings.

06/05/2026: Clients and guests enjoyed a scenic tour of northeast Iowa.  Thank you for all who attended and the landowners who graciously shared their land with the group.

The 2027 Knox Financial Services SXS Journey is Saturday, June 05, 2027.

See more pictures by clicking the button below.

06/04/2026:  Kathy Leckey, President & CEO of Lincoln Investment, along with Todd Kough, visited Knox Financial Services West Union and Decorah, Iowa, office locations, creating a valuable opportunity for collaboration and connection. During the visit, we discussed industry trends, client service strategies, and ways to strengthen our ongoing partnership. The CEO shared insights on the evolving financial landscape and emphasized Lincoln Investment’s commitment to supporting advisors with innovative tools, services, and resources. The visit also provided an opportunity to recognize the dedication of the Knox Financial Services team, reinforcing a shared mission of delivering personalized financial guidance and long-term value to clients.  We also enjoyed a terrific lunch, recreating the Lincoln team photo from January.

May 27, 2026  |   Knox Financial Services welcomes Ethan Praska, a Iowa State University - Ivy College of Business student as our Summer 2026 Intern.

Ethan will assist our Clients with the WealthVision website and app and assist our Team with daily operations.

May 20-24, 2026  |   Algarve, Portugal: Lincoln Investment recognized Jason Knox as a qualifying member of Nick's Roundtable, Lincoln's top recognition club.   Nick's Roundtable is a select grouop of advisors who demonstrate exceptional performance, a strong commitment to client success, and leadership within the financial services industry.  Jason's inclusion reflects his continued dedication to comprehensive financial guidance and personalized strategies tailored to each client's needs and goals.

Participation in Nick’s Roundtable also provides advisors with opportunities to collaborate with industry peers, exchange insights, and stay informed on evolving market trends and best practices—further enhancing the level of service provided to clients.  

“Being recognized by Lincoln Investment is a tremendous honor, and the opportunity to engage with fellow top advisors is invaluable. Collaborating on technology, service models, and planning processes continues to enhance the services we provide to our clients,” -Jason Knox

This recognition is based on criteria established by Lincoln Investment and reflects achievement during a specific time period (2025).  Working with an award winner is not indicative of future performance or a guarantee of results.  Individuals should conduct their own evaluation of financial advisors.

April 28, 2026  |   The WealthVision mobile app for Android and iPhone gives you a secure, convenient way to stay connected to your complete financial picture anytime, anywhere. With an intuitive design and real‑time updates, the app allows you to view your net worth, track spending and cash flow, monitor investments, and access important financial documents—all in one place.

Seamlessly synced with your advisor’s planning tools, eMoney puts powerful financial insights at your fingertips so you can make informed decisions and stay on track toward your goals with confidence.

January, 2026  |  West Union, Iowa:  Lincoln Investment team members (left to right) Amber Murray, Sr. Training Coordinator; Anthony Bueti, Senior Vice President, Operations and Service; and Eric Jones, Asset Management Consultant, joined the Knox Financial Services Team for consultation, cross-team idea exchanges, and training.    

The groups collaborated on practice management, account servicing, technology opportunities, personal portfolio management, and product solutions.  It was a valuable opportunity to share ideas, identify efficiencies, and strengthen cross‑team relationships.

After work, our teams also enjoyed local dining and culture, with more opportunities to connect and share ideas outside the formal meetings.  

Pennsylvania's weather and the airlines' understandable reluctance to fly into a blizzard kept Kathy Leckey, Lincoln's President and Chief Operating Officer, and Chrissy Hazleton, Advisor Service Associate I, from attending as planned.  We look forward to their rescheduled visits.

The entire team at Knox Financial Services thanks our Lincoln Investment counterparts who braved the Iowa weather to join us in enhancing the services we provide to our clients. 

Amber and Jason are committed to our community and helping those in need.  We have made the decision to expand our efforts.  As we visit with clients, we hear about many charities we wish to support and perhaps you will also wish to support.

A reminder of our donation matching program. 

We believe that matching your charitable donations (maximum $1,000 per month) will have meaningful impact on the charity's mission, create awareness, and perhaps inspire others.  The charity will benefit from our collaborative donation because of you, as the donation will be in honor of our clients.

Giving back to the community is part of both how Amber and Jason choose to live, as well as part of our team culture.  Our entire team is committed to helping those in need.   

Robert Cogan passed away on June 20, 2023 while fishing, a favorite pastime.

Bob was instrumental in helping us form Knox Financial Services, a great long-time consultant and amazing friend.  Our lives are better for having known Bob.

Mr. Cogan was the managing principal of Strategy B4 Tactics, a financial services consulting firm.  Mr. Cogan had over four decades in the financial industry and later specialized in transition/succession planning, converting strategic plans into goals, and consulting and coaching to help clients achieve those goals. His focus was on a team approach and instilling the importance of each team member’s contributions.  

May 18, 2020  |  Madison, WI:  Tucker passed away peacefully after a brief illness.  Tucker was our canine Greeter and Chief Fun Officer (CFO) from 2009 to 2020.  Tucker assisted in the establishment of our Decorah and West Union office locations.  When Tucker visited our offices, he would greet our guests, guard the door, enjoy resting in the sun, and alert our team to anyone or anything that passed by.  He would also remind our team when it was time for ear scratches or a treat.  Tucker always brought smiles to our faces.  Dearly missed, always loved, forever in our hearts.  We love you, Tucker!