Jason Kendall, CFP®

  "Strive not to be a success, but rather to be of value"
                                      - Albert Einstein

Jason Kendall has a passion for helping clients achieve their dreams.  Life can be full of ups and downs, but he understands it takes patience, focus and determination to work through those ups and downs to find success. 

Graduating from Manchester University (formerly Manchester College) in 1999, he believed he could help clients prepare for risk and accepted the challenge of taking over an insurance book of business with Shelter Insurance®.  He began the coursework to sit for the CFP® and continued and completed that work when he partnered with William Snow at SFS Wealth Management. 

 Jason believes in service to his community and has held leadership roles with the National Association of Insurance and Financial Advisors at both the state and local levels, the Greentown Lion’s Club, the National Greentown Glass Association, and Kokomo Zion United Methodist Church.  With a daughter at Ball State University and a son at Eastern High School, he remains very busy attending sporting events, school productions, and anything else his children sign up for.

765-453-3355

 jkendall@sfsplan.com

Melissa McFadden

     "Optimism is the faith that leads to achievement.  Nothing can be done without hope and confidence."
                                      - Helen Keller

Melissa McFadden leaps at any challenges set before her.  She joined SFS Wealth Management as a part time administrative employee in 2004 and quickly moved through the ranks accepting more and more responsibilities.  With a young daughter, she worked and put herself through college graduating with a Business Management Degree from Indiana Wesleyan University in 2010 and obtained her Series 7 and Series 66 securities registration and her Indiana insurance license.

Having worked in nearly every part of the business, she has an expert knowledge on SFS Wealth Management’s operations and works very hard to ensure the day to day operations in the office run smoothly. 

 Her family lives in Kokomo and her daughter attends Lipscomb University and her son attends Taylor Schools.