With over 50 years of combined advisory experience, our team is passionate and enthusiastic about helping you not just meet, but exceed your financial goals. We’re excited by the opportunity to work with you, turning your vision of the future into a reality.
At MN Wealth Advisors, you’re more than a client—you’re a vital part of our team. Our dedicated experts bring a dynamic approach to wealth management, offering you innovative strategies and personalized solutions to ensure your assets grow and thrive. Let’s make your dreams a reality together!
Tony is a dedicated professional with over 37 years of experience in providing a personalized approach to investing. Drawing from his past accounting experience and fee-only environment, Tony can create investment recommendations and manage funds completely objectively. Tony has been awarded the Five Star Wealth Manager Award multiple times as well as Best in Client Satisfaction for the Kansas City metro area.
Matt, a Certified Investment Management Analyst, boasts a decade-spanning career fueled by beginnings on a Kansas farm. His expertise has been prominently featured in publications such as the Wall Street Journal, Barron’s, and U.S. News & World Report. Matt adeptly guides corporate retirement plans, educating employees, and ensuring fiduciary excellence. Armed with Wharton School’s portfolio design expertise, he spearheads investment management for clients including physicians, entrepreneurs, and small business owners. Quoted in Forbes, Fortune, and beyond, his insights redefine success.
Matt enjoys spending quality time with his wife, Laura, and their three children: Simon, Lucy, and Theodore. He also enjoys playing golf, remaining engaged in church activities, and supporting Kansas City sports teams.
Scott Schaeffer
Wealth Advisor
Prior to joining the firm in the fall of 2019, Scott spent a year as an intern for MN Wealth Advisors while attending Rockhurst University. Scott graduated Cum Laude from Rockhurst University with a B.S.B.A. in Corporate Accounting and Finance. While attending Rockhurst, Scott served as captain of the golf team, where he was twice a Cleveland/Srixon Golf All America Scholar. As an Advisor, Scott uses his keen observational and organizational skills to assist the team in running retirement scenarios and aid with portfolio and transaction reporting. In addition, Scott enhances MarksNelson Wealth’s daily operations by proactively seeking and accomplishing tasks to maximize the firm’s daily outputs. Scott’s expertise allows him to provide clients with peace of mind by creating and monitoring a plan for any large financial goal they may have.
Scott enjoys spending time with his wife, Sarah, and their French Bulldogs, Palmer and Georgia. After playing golf collegiately at Rockhurst, Scott still enjoys playing in competitive amateur events throughout Missouri and Kansas. Scott is a lifelong avid fan of the Kansas Jayhawks, St. Louis Cardinals, and St. Louis Blues. He thoroughly enjoys following those teams as closely as time allows.
Jill Green
Business Strategist
As the Business Strategist for MN Wealth Advisors, Jill is responsible for leading strategic planning efforts to support the growth and profitability of the wealth management division. Jill's background spans more than 25 years in business management and coaching.
Jill previously worked as a Business Coach with the Urban Entrepreneur Partnership (UEP), a Program of The Kauffman Foundation. At the UEP, Jill worked one-on-one with entrepreneurs to educate and coach them to start, manage, and grow a profitable, sustainable business. Jill has worked with businesses in all stages of development assisting them with feasibility studies, marketing strategies, operations management, and strategic planning. Jill was also co-owner of two national franchise restaurants.
Jill is a person who truly knows how to make the most of her time when she's not at work. She finds solace in the gentle flow of yoga. She enjoys baking and trying new recipes to enjoy with family and friends. Most of all, Jill enjoys vacationing at the beach with family.
Michelle Lucero
Client Service Specialist
As Client Service Specialist, Michelle Lucero handles multiple tasks including coordinating and executing all client service activities, handling client questions, scheduling, account management, and maintaining CRM systems.
Michelle has 20 years of experience in the financial industry that includes accounting, client service, and operations management. Prior to joining the MN Wealth team, Michelle worked 19 years for State Street intitially as a fund accountant and eventually worked her way to Office of the Derivatives Processing team. During her time at State Street, she achieved many accomplishments for teamwork and client service.
Michelle graduated from University of Missouri - Kansas City with a Bachelor of Liberal Arts. Michelle loves to volunteer and has been involved in events for the City Union Mission, Harvesters, and the Humane Society.
Join Our Team
MN Wealth offers a great team environment, a reputation for excellence, established clients and excellent growth potential to help you reach your personal and career goals.
