Team

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

 
Sarah Hautman

Sarah Hautman, CFP®, RICP®

Associate Wealth Management Advisor
Office 913-748-0602

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 PLANNERTM  (CFP®) certification.  Sarah moved to Kansas City in early 2014 with her husband and two children and joined Matt’s team. We welcome Sarah to our firm.

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
 
Jonathan P Heisterberg

Jonathan P Heisterberg

Associate Wealth Management Advisor
Office 913-748-0601

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
 

Zachary Shelden

Office 913-362-5000
 

Jason Chaffee

Mobile 913-406-5846
 
Kim L Brown

Kim L Brown

Associate Financial Representative

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

 

Matt Melton, CPA, CLTC®, RICP®, ChSNC®

Wealth Management Advisor

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck