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Team

Here at SFS Wealth Management, 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 confidence in your investments.

 
Jason joined SFS Wealth Management in October 2008. Before joining the firm, he spent almost nine years as an agent in Kokomo with Shelter Insurance®, working to protect his customers’ most valuable assets. Jason works with our clients...

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Lori joined SFS Wealth Management in January 2015. As our Front Office Administrator, she is the first point of contact with our clients. Her job responsibilities include: assisting team members with client services, maintaining office...

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Melissa is our Operations Manager. She joined SFS Wealth Management in September 2004, and has worked in all administrative roles in the office and beginning January 2015, she accepted her current position and additional...

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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 &...

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