Broker Check

Knox's Advisory Practice

At Life Planning Group, our advisors each bring a diverse and specific perspective to clients.  First and foremost, we are a family-run office, and our founding values of independence, objectivity, and integrity play a role in everything we do.

Jim Knox has worked in the financial services industry since 1972.  He has personally guided individuals, families, and business owners through countless market cycles, from the bull markets of the 1980’s to the Dot Com bubble, the recession of 2007, and beyond.  A veteran of the industry, Jim’s command of Financial Trajectory Analysis™ ranks him among one of the most respected advisors in the industry.

With over 12 years of industry experience, Jonathan Knox brings an equally valuable perspective to clients.  To complement the intellectual capital of his father, Jonathan fosters a deep passion for investing and a command of multiple financial disciplines, including Insurance Planning, Special Needs Planning, and more.

Together, Jim and Jonathan provide a dynamic synergy that ensures clients receive the most effective and customized strategies on the market.  This family practice will continue for many decades to come.

James W. Knox, CLU®, ChFC®

Partner, Life Planning Group

516-394-2537

[email protected]

A veteran of the financial world, Jim Knox brings clients over 42 years of planning experience. While he thrives in a spectrum of comprehensive services, Jim specializes in Financial Trajectory Analysis™, his trademarked approach...

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Jonathan Knox

631-863-8523

[email protected]

With over 12 years of advisory experience, Jonathan focuses his expertise on helping clients build confidence in their financial future. While strengthening the individual components of his clients’ financial plans, Jonathan...

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Pamela Kist

Executive Assistant

516-394-2539

[email protected]

Pam is a graduate of Immaculata College of Washington D.C. She has been married to her husband, Bill, for 42 year. Pam has four grown children, Thomas, Bryan, Lindsay and Gregory. Prior to joining Life Planning Group in 2004 as the...
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Samantha A. Weiss, MBA

Marketing Director

Samantha joined Life Planning Group in 2017 as our marketing manager. Samantha has developed a variety of skills and marketing expertise. She creates opportunities that drives revenue, not only for Life Planning Group, but also for...
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