Our Team

Sarah started her career with Northwestern Mutual in Cincinnati in 2002 upon graduating with a BS in Psychology from Indiana University.  Sarah worked in the Cincinnati office of Northwestern Mutual for 11 years with successful practices focused on financial planning and wealth management. In 2007, Sarah earned her CERTIFIED FINANCIAL PLANNER^TM (CFP®) certification. Sarah moved to Kansas City in early 2014 with her husband and two children and joined Matt’s team.

Sarah’s main focus is helping clients achieve their financial goals and financial security. Sarah assists in the planning, implementation and progress of our clients’ Comprehensive Wealth Management Plans. Sarah’s knowledge and experience with all aspects of the financial planning process, including performing simple and complex financial analysis and strategies is invaluable for our clients.

When not working, Sarah enjoys spending time with her family, reading, baking, and watching movies & TV.

Education, Professional Designations & Licenses:

• B.S. Psychology – Indiana University
• CERTIFIED FINANCIAL PLANNERTM  (CFP®) certification - 2007
• Series 6, 7, 9, 10, 63, 66
• Life and Health License

How can Sarah help you?

• Financial Analysis
• Comprehensive Financial Planning
• Investment Management
• Account Service and Administration

Jon started his career with Northwestern Mutual as an intern in 2006, upon graduating from the University of Central Missouri with a B.S. in Finance.  Jon became a full time financial representative in early 2007.  Jon has worked with numerous individuals and their families in providing financial solutions for wealth accumulation, education planning, risk management, and planning for retirement.  Jon joined Matt’s team in 2010, and continues to assist clients in achieving financial security.

Jon is focused on providing clients with a customized plan designed to meet their financial goals.  Jon supports Matt in providing risk management solutions for clients.  Jon assists in the design, implementation and administers the underwriting process.  Jon also provides assistance as client’s needs change.  Jon is a great educator and is instrumental in helping our retirement plan participants plan successfully for retirement.  We believe many clients have benefited from meeting with Jon to prepare a plan.

In his free time, Jon enjoys watching sports, exercising, and spending time with his wife Rachael and 3 little girls: Blair, Finley and Reese.

Education, Professional Designations & Licenses:

• B.S. Finance – University of Central Missouri
• Series 6, 7, 63
• Life and Health License

How can Jon help you?

• Provide education on Investment Allocation for your Company Sponsored Retirement Plan
• Create a Customized Personal Financial Plan
• Risk Management Solutions
• Retirement and Education Funding Strategies
• Account Service and Administration

Jason Chaffee is a Qualified Plan Consultant for Melton Wealth Partners.  His primary responsibilities are focused on the closely held business market to deliver retirement plan consulting services.  Jason’s experience and expertise is in 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 company management, Jason provides retirement plan management, plan design assistance, investment fiduciary support, performance monitoring, participant education and plan communication.  It is our 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.

Prior to joining Melton Wealth Partners, Jason provided retirement plan services to various business entities with Empower Retirement and Principal Financial. Jason holds the Series 7 General Securities, Series 63 Uniform Securities registrations and Life & Health insurance licenses. 

When not partnering with you, Jason enjoys spending time with family and friends, competing in BBQ contests, and most recently learning to home brew beer.

Jason Scott is an Associate Wealth Management Advisor, specializing in Investment Research and Analysis for Melton Wealth Partners.  His primary responsibilities are focused on providing investment selection, portfolio analysis, performance monitoring, and the optimization of client investment strategies.  Jason’s passion for the investment markets ensures there is always an additional “watchful eye” to the everchanging economic landscape and markets for our clients.    

In partnership with Northwestern Mutual Wealth Management and our investment partners, Jason provides the necessary in-depth investment analysis and research to recommend prudent investments and portfolios to our clients.  Jason is an educator at heart, which allows him to help teach and explain the complexities of the investment world, in a manner that is relatable and informative.  Jason is committed to continuously monitoring client portfolios and investment strategies and adhering to the investment objectives, time horizon, and risk tolerance of our clients’ stated financial goals.  Disciplined, strategic investment advice is a key component to assisting our clients in reaching financial security.

Prior to joining Melton Wealth Partners, Jason provided investment and financial planning services, assisting numerous clients while employed with American Century Investments.  Jason is a graduate of Southwest Baptist University with a Master of Science degree in Education, and holds the Series 6 Investment Company Products, Series 7 General Securities, Series 63 Uniform Securities, Series 65 Uniform Investment Adviser registrations and Life & Health insurance licenses. 

When the markets are closed, Jason enjoys spending time with his wife and 4 children, playing bass guitar, and anything ice hockey, whether on TV or at the rink.

Kim began her career with Matt in December of 2016. Previously, Kim was an Executive Assistant and has worked in the Financial Services Industry for 20+ years servicing clients and as an Executive Assistant to the Lead Advisor. 

Kim’s primary role at Northwestern Mutual is to coordinate and facilitate client requests, event planning and organizing Matt’s various needs. This includes account administration, answering phone calls, providing information, scheduling appointments, and maintaining client records. Kim makes a valiant effort to create, maintain and build relationships and enjoys communicating with each client.

Kim is glad to be a new part of the team at Northwestern Mutual. Kim’s enjoys practicing yoga, cooking, baking, and spending time with family and friends. She has also devoted time to charities like Happy Bottoms (a local diaper bank) and Rebel (focuses on educating, training and empowering youth).  Kim was on the on the Planning Committee for Happy Bottoms annual fundraiser Attitude for Gratitude 2015 & 2016. As well as on the Planning Committee for the Annual Walk to Rebel fundraiser in 2014.

Education

• B.S. Science / Hospitality Management - Kansas State University

• Life and Health License

• Series 6, 63

How can Kim help you?

• Scheduling

• Assisting with Client Inquires