Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Emily Schillinger
Client Operations Manager
619-465-9921
With five years of experience in the financial services industry, Emily is dedicated to providing exceptional client service and building meaningful relationships. She began her career as a receptionist and quickly advanced to Client Account Service Specialist, where she discovered her passion for helping clients navigate their financial journey. Throughout her career, she has managed client accounts with accuracy, care, and attention to detail.
In her role as Client Operations Manager at Knox Financial, Emily is excited to leverage her experience to create a seamless, personalized experience for every client. As a Notary Public, she also ensures the proper execution and authenticity of important financial documents, giving clients confidence and peace of mind throughout the process.
Emily is a native of East County, San Diego. Outside of work, Emily enjoys spending quality time with her husband, Jerrod, and their two daughters, Lilah and Raelee. Whether they're camping by the river or exploring the desert, the outdoors is where their family creates some of their favorite memories. Emily brings the same warmth, reliability, and dedication to her work that she values in her personal life, always striving to make every client feel welcomed, supported, and well cared for.
Grant Knox, D.Min, CKA, CPFA
Financial Advisor
619-465-9921
Grant Knox has been a Financial Advisor since 1994 and holds the following registrations and licenses: General Securities, California Life and Health Insurance, and California Real Estate and Mortgage Lending. A Southern California native, Grant excels at strategies for financial health and wealth that are attainable and effective. He is passionate about helping others achieve financial success and exceed their goals.
He is a certified Kingdom Advisor, able to offer counsel on the integration of a Biblical worldview into financial practices. He holds the Certified Plan Fiduciary Designation (CPFA), designating expertise in company retirement plans.
He holds a Bachelors degree from Evangel University and a D.Min. from Summit Bible College. Grant lives in La Mesa with his wife, Nicole and their son Noah. He loves to travel, active in his church, is a voracious reader and an avid soccer fan, having played on and managed recreational soccer teams for over 30 years.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.