Our Team
William E. Snow, CFP® Bill has over 30 years experience in the financial services industry. In 1980, he began his career working as an independent contractor in the life, property and casualty field of the insurance industry. In 1984, Bill formed Snow & Associates, a full-service financial planning firm to help his clients develop a total financial plan. He served as President of Snow & Associates until 1992 when he incorporated as Successful Financial Strategies, Inc. Bill received the certification of CERTIFIED FINANCIAL PLANNER™ professional from the College of FInancial Planning in 1989. He continues to keep abreast of the changes in the financial industry by maintaining membership in the Financial Planning Association and by attending numerous educational conferences and seminars each year. Bill has also received many awards from American Skandia, Franklin Templeton Investments, Hartford, Jackson National and Nationwide Financial for outstanding service to our clients. Bill, his wife Lisa, their three children and two granddaughters all live in Kokomo and the surrounding areas. Jason M. Kendall, CFP® Jason joined Successful Financial Strategies in October 2008. Before coming to SFS, he spent almost nine years as an agent in Kokomo with Shelter Insurance®, where he worked hard protecting his customers’ most valuable assets, and he brings with him those years of experience. Jason has his securities registrations, insurance licenses, and completed his certification as a CERTIFIED FINANCIAL PLANNER™ professional in 2011. Alongside Bill, Jason works with clients helping them evaluate, understand, and accomplish their goals. Jason currently serves on the board of the National Association of Insurance and Financial Advisors - Kokomo. He is a native to the Greentown area and is also active with the Greentown Lion’s Club. Jason, his wife Julie, and their two children, Cora (7) and Charlie (4) live in the Greentown area. Melissa D. McFadden Melissa is responsible for the day to day activities around the office, which include customer and account services, appointment scheduling, recordkeeping, and client correspondence. Melissa's also serves as the Software Analyst and runs all of the Morningstar and account summary reports for each client appointment. She helps our Representatives keep an eye on the performance of client accounts. In 2010, Melissa obtained the Series 7 securities registration, and is ready to assist clients in any way she can. She continues working to acquire other registrations and certifications that will allow her to work closely with clients. In 2010, Melissa graduated Indiana Wesleyan University with a degree in Business Management. Melissa, her husband, and her daughter Chloe live in Kokomo. Here at SFS, we work as a team as we continue to work toward the financial success of our clients and we look forward to assisting you with your plans for financial prosperity and greater peace of mind.
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