Jason Chaffee

Jason Chaffee

Jason Chaffee
Associate Wealth Management Advisor
Email
(913) 748-0603

ROLE AND EXPERTISE

Jason is an Associate Wealth Management Advisor for Melton Wealth Partners. His primary responsibilities are focused on the closely held business market to deliver retirement plan consulting services. Jason’s expertise is assisting our business clients with their company sponsored retirement plans, working to ensure that these plans meet the objectives of the company and provide a path to financial security for participants.

In partnership with our corporate clients’ management team, Jason provides retirement plan solutions, plan design assistance, investment fiduciary support, participant education and plan communication. It is his mission that company sponsored retirement plans are efficient, cost effective, have ease of administration and provide the intended benefits for company plan sponsors and their participants.

BACKGROUND AND EDUCATION

Prior to joining Melton Wealth Partners, Jason provided retirement plan services to various business entities with Empower Retirement and Principal Financial.

  • Kansas State University – Manhattan, KS
  • FINRA Series 7 & 63
  • Life/Health Insurance Licensed

PERSONAL

Outside of work, Jason enjoys spending time with family and friends, competing in BBQ contests, and most recently learning to home brew beer.

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Matt Melton, CPA, CLTC®, RICP®, ChSNC®
Wealth Management Advisor


Melton Wealth Partners

 

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