Who We Are
We at Knepp Financial Group offer our service in the cities of Indianapolis, Fort Wayne, Muncie, and more surrounding cities.
A graduate of DePauw University, Jon Jon has worked for over twenty years in the financial services industry assisting people in or near retirement. Jon Jon is a Financial Advisor and Fiduciary who holds Series 65 and Indiana Department of Insurance licenses. Knepp Financial Group is accredited by the Better Business Bureau and Jon Jon is a member of the National Ethics Bureau.
Jon Jon’s approach with every client is keeping it simple and easy to understand when customizing individualized retirement solutions. With his help, clients can make educated decisions to achieve their financial goals no matter what stage of life they are in.
When applicable, Jon Jon works in tandem with Elder Law Attorneys, and Certified Public Accountants. Jon Jon and the entire team of professionals at Knepp Financial Group pride themselves on offering the highest level of customer service to every person who is a part of the KFG family.
Director of Operations
Terri joined Knepp Financial Group in February of 2009. She is the Director of Operations for the Fishers and Ft. Wayne locations where she oversees and facilitates all new accounts and transfers. She was born and raised in Northern Indiana, and graduated from Ball State University in Muncie, Indiana.
When not at work, you can find Terri enjoying the outdoors. She loves the warm weather, working in her flower gardens, camping, biking, hiking, spending time with family and friends, and taking photographs.
Director of Client Services
Sheri joined Knepp Financial Group In November 2010. She is the Director of Client Services and manages all active accounts in both the Fishers and Ft. Wayne locations. Sheri studied Accounting and Finance at Ball State University.
In her spare time she enjoys spending time with her husband, children and grandchildren. She also enjoys gardening, skydiving, hiking and boating.
Director of Operations, Life Insurance & Managed Accounts
Kelly joined the Knepp Financial Group team in September 2019 where she is the Director of Operations, Life Insurance and Managed Accounts. Kelly manages all new and existing Life policies and facilitates TD Ameritrade and Schwab accounts.
Kelly is a graduate of Florida State University and has a diverse background in marketing communications and public relations. Kelly is also a licensed Life Insurance Agent in the State of Indiana.
Kelly enjoys reading, boating, and spending time with her husband and two children.
Marketing and Events Coordinator
Jaci joined the Knepp Financial Group team in 2022 as the Marketing and Events Coordinator for the Fishers and Ft. Wayne offices. Jaci manages all educational dinner seminars and coordinates all client appreciation events.
Jaci is a graduate of Indiana University Bloomington with a degree in Event Management and Business.
Jaci is a food and cocktail enthusiast and loves exploring new restaurants and bars in the Greater Indianapolis area. She also enjoys cooking, reading, fitness, watching sports, and of course planning!
Director of Health and Wellness
Annie joined the KFG team in October of 2019 as the Director of Health and Wellness and oversees the day-to-day business of making people smile. Through her calm and friendly demeanor, she creates a happy environment for all those around her and makes every person she meets feel special. In her spare time Annie enjoys long walks, chasing squirrels, Kenny Chesney concerts, eating snacks, quilting, playing fetch, boating, and competing in local Euchre tournaments.