Mr. Knox was President of Plancorp, Inc. prior to merging his company with Vantage Financial Group in January, 2019. Jeff brings more than 30 years of business and management experience to Vantage where he will work to bring new Associates to the organization and continue the expansion of our company.
Jeff has over forty years experience working with individuals and business owners with their financial, tax, estate, and retirement planning as well as personal risk management. He also has extensive experience in the employee benefit area working with companies and their employees with group insurance, payroll, HR and technology systems, and compliance.
He is a graduate of Ohio Wesleyan University (B.A.) and received his Juris Doctorate (J.D.) degree from Cleveland State University Marshall College of Law. Jeff has also earned the Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations from The American College. He is licensed to sell life and health insurance as well as annuities in the State of Ohio and a number of other states. Jeff is a Registered Representative (Series 7, 63), and Investment Adviser Representative for Cetera Advisor Networks LLC, a registered broker/dealer and investment advisor, member FINRA/SIPC. He also has Series 24 General Securities Principal and Series 51 Municipal Fund Securities Limited Principal registrations.
Jeff is also President of and an Investment Adviser for Financial Management Strategies, Inc., an SEC registered independent advisory firm.