Meet the Knepp Financial Group Team
Serving the Following Areas:
- Beech Grove, IN
- Speedway, IN
- Lawrence, IN
- Greenwood, IN
- Plainfield, IN
- New Haven, IN
- Auburn, IN
- Kendallville, IN
- Decatur, IN
- Huntington, IN
- Anderson, IN
- New Castle, IN
- Elwood, IN
- Marion, IN
- Noblesville, IN
Jon-Jon Knepp is the President of Knepp Financial Group. He earned his Bachelor of Arts degree in Communication from DePauw University in Greencastle, Indiana. Upon graduation, he worked as an insurance agent and financial professional for a large corporation. He traveled throughout Indiana, Illinois, and Ohio assisting clients with their insurance and financial needs. He joined EDU Tax Advisors in 2004 as a financial professional and regional partner. In 2006, he became the President and owner of the Muncie, Anderson, and Indianapolis offices. In July of 2010 Jon-Jon spun off and expanded his business to enable him to better service his clients by working in tandem with other professionals whose services and lines of work complimented those he offered. Thus, Knepp Financial Group was formed.
Jon-Jon has historically been in the top 1% of insurance producers nationwide. He has been invited to speak before such groups as the Indianapolis UAW, and the Women’s Investment Group of Muncie. In addition, he has spoken to national corporations such as Ford Motor Company and General Motors about how his practice integrates with overall estate and financial planning.
Knepp Financial Group is a company providing detailed and customized services aiming to create an awareness of solutions for retirees and pre-retirees in the challenging times surrounding their estate and overall financial plans. KFG provides positive options for consideration through seminars and individual attention. Our programs help people to be more confident about their retirement savings strategies. With our help, clients can make better educated decisions to achieve financial goals. At KFG you can expect professional treatment for all your needs.
KFG takes pride in working in tandem with an elder care lawyer and certified public accountant where applicable.
Jon-Jon leads a very active lifestyle. When not at work, you can find him enjoying the great outdoors and spending time with his wife and four children.
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 and 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.
Seminar 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 is a graduate of Indiana University with a degree in Event Management.
Jaci enjoys cooking, traveling, and watching the IU Hoosiers play basketball and football.