Working in public accounting for eight years gave Jann an excellent foundation on which to build. As a Certified Public Accountant, she prepared financial statements and tax returns for individuals and small businesses. Her accounting background led to a fifteen year career with a bank trust company where she managed the employee benefit department. Retirement planning is only part of the puzzle, so in 2001 she began her own financial services practice.
“Some people probably think my job is all about crunching numbers. That is a part of it, but it is so much more than that. I knew I needed to have a good understanding of investments and taxes but I learned quickly that I also needed broad shoulders and tough skin. People can be very emotional about their money and family dynamics can get messy at times. I hold a lot of hands and I have learned to ask the hard questions that nobody wants to talk about. This is a relationship business. When someone trusts you with their financial information, they also feel comfortable sharing details of their personal lives. I tell them that every family has dysfunction; it is our job to plan around it for the best outcome.”
A graduate of the University of North Texas, Jann has a degree in accounting, is a Certified Public Accountant* and a Certified Financial Planner TM.. She has an insurance license for life and health and maintains Series 7 and 63 securities registrations.
Jann lives with her husband Tom and has one daughter, Lauren, who is also a resident of Norman.
A big believer in giving back to her community, Jann is a past President of University Women’s Association for OU, past President of the Central Oklahoma Chapter of the National Association of Insurance and Financial Advisors. She currently serves on the Board of the Central Oklahoma Master Conservatory District. Jann is a member of First Presbyterian Church in Norman, where she serves as Chair of the FPC Foundation. During her career she has served on many nonprofit boards.
Jann Knotts is a registered representative of and offers securities, investment advisory services, and financial planning through MML Investors Services, LLC. Member SIPC. Supervisory Office: 1300 N Walker, Suite 200, Oklahoma City, OK 73103, (405) 486-1400. *Authorized for accountancy services in the following states: Oklahoma and Texas. Not practicing on behalf of MML Investors Services, LLC or its affiliated companies.