Who We Are

With more than 20 years of experience in the financial services industry, Jon-Jon Knepp founded Knepp Financial Group with the goal of helping individuals and families create confident retirement and wealth strategies.

As a fiduciary financial advisor, he focuses on delivering tailored guidance and strategic planning that aligns with each client’s goals, risk tolerance, and future aspirations.

Jon-Jon is a graduate of DePauw University and enjoys spending time with his wife and four children. Outside of work, he enjoys coaching youth basketball and spending time outdoors boating and fishing.

Tara joined KFG in 2024 and brings over 20 years of executive experience in marketing and strategic planning. With a background in Fortune 500 companies, she drives firm growth and operations while enhancing the client and team experience. She holds a Marketing degree from IU’s Kelley School of Business and an MBA from Indiana Wesleyan. Tara enjoys early mornings, walking, and spending time with her family.

Susanne M. Naso serves as Chief Compliance Officer and is a greater Philadelphia, PA native who now resides in the Bradenton/Sarasota, FL area. She is a graduate of the University of Notre Dame and holds an MBA from St. Joseph’s University, as well as, the Series 7, 24, 65, and 99 licenses, and has passed the Series 66 exam.

Susanne’s career includes various compliance roles at Orion Advisor Solutions, Inc. and TD Ameritrade, Inc., where she gained extensive experience supporting both broker‑dealer and investment advisory compliance. Her background includes guiding firms in implementing regulatory requirements, building compliance and oversight programs, and managing teams responsible for supervisory practices.

Outside of work, Susanne loves music and enjoys boating on the Gulf, reading, cooking, and iFit running! She also loves spending time with her husband, Jay, family and friends, and her three dogs—Lola, Lily, and Sasha. She values an active lifestyle and appreciates living on Florida’s Gulf Coast.

Kelly is a licensed Investment Advisor Representative and Life Insurance Agent serving clients since 2019. She works with individuals and families to develop personalized investment and retirement strategies, focusing on long-term financial goals and thoughtful guidance. A graduate of Florida State University, Kelly is known for her approachable style and client-focused approach.

Jaci joined the KFG team in 2022 and manages all marketing and event planning aspects of the business. Jaci is a graduate of Indiana University Bloomington with a degree in Event Management and Business. She is a food and cocktail enthusiast and enjoys hosting dinner parties, reading, fitness, watching sports, and of course planning!

Sheri has been a trusted member of the KFG team since 2010, providing clients with guidance and personalized support. From annual reviews to client withdrawals, Sheri ensures each client feels valued. Outside of work, she enjoys spending time with her family, cooking, gardening, and baking.

Grace joined KFG in 2025 and was quickly moved into the account manager role. She manages new FIA business processing, ensuring seamless account setup with carriers. Outside of work, Grace enjoys traveling, coffee adventures, and spending time with her significant other.

Annie joined KFG in October 2019 and brings joy to the office with her calm and friendly nature. She loves long walks, chasing squirrels, Kenny Chesney concerts, snacks, quilting, boating, and local Euchre tournaments.