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From the Past

Our Team

Working for Chrysler in the late 1970’s was a roller-coaster ride of feast and famine for the hourly workers and after enduring several rounds of layoffs, William Snow decided it was time to take control of his own destiny and began in the property and casualty field of the insurance industry in 1980.  After several years of hard work, he began to see a need for comprehensive, personalized wealth management and retirement planning and he formed Bill Snow & Associates in 1984.

Working tirelessly to assist his clients in building a secure financial foundation, he continued to add support and services and eventually evolved his practice into SFS Wealth Management.

Melissa McFadden joined SFS Wealth Management in September 2004.  When she first joined the SFS team, she worked part time on administrative tasks.  Having performed nearly every task during her tenure at SFS Wealth Management, she now serves as the chief operations officer and is responsible for the day to day operations.

Jason Kendall joined the SFS Wealth Management team in October of 2008 after spending nearly 10 years servicing his clients with Shelter Insurance® in Kokomo.  Originally from the Kokomo area, Jason joined Shelter Insurance shortly after graduating from Manchester University and his dedication to serving his clients with their home, auto and life insurance needs, he decided to join Bill to offer complete financial planning with clients.

This partnership allows us to greater serve you through thoughtful analysis, careful planning and a comprehensive understanding of your financial needs and goals.  Although the world continues to change and evolve, the one thing that will never change is our commitment to our clients.

Check the background of this firm/advisor on FINRA’s BrokerCheck.