facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Meet Your Personal

Wealth Management Team


History


William (Bill) Snow CFP®


     "Excellence is the result of caring more than others think is wise; risking more than others think is safe; dreaming more than others think is practical; and EXPECTING more than others think is possible"
                                                             - Anonymous


As a Certified Financial Planner®, William Snow works with clients to help them understand the strategies necessary for financial success.  He believes that clients deserve the best in comprehensive wealth planning and strives to ensure they remain on track.  Believing that no strategy is too complex and no dream is too big, he built SFS Wealth Management from the ground up.

The Certified Financial Planner Board of Standards was founded in 1985 and realizing the importance of competent and ethical financial planning services, Bill quickly began working on the requirements and earned the CFP® marks in 1989.

 Bill has a home in Fort Meyers, Florida and Kokomo, Indiana and serves clients around the country.  When not watching the markets or studying the economy, Bill enjoys spending time with his 6 grandchildren.  He is pursuing a pilot’s license and enjoys the art of running.  He has participated in several mini-marathons in both Indiana and Florida

765-453-3355

wesnow@sfsplan.com


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 two children at Eastern Howard Schools, 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 securities registration.

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. 

 She is passionate about the foster care system and, after fostering a child for several years, her and her husband completed the adoption process of their son in 2017.  Her family lives in Kokomo and her children attend Western Schools.





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