---
title: About MN Wealth Advisors in Overland Park, KS
---
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# Our Team
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## Welcome to MN Wealth Advisors!
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!
## Our Team
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### Tony Moeller
##### Partner | Senior Advisor | Chief Compliance Officer
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.
Most recently he was once again the recipient of the esteemed 2026 [Five Star Wealth Manager Award](https://app.essentialengine.com/Spotlights/149431)!
[mailto:tmoeller@mnwealthadvisors.com](mailto:tmoeller@mnwealthadvisors.com)
### Matt Ahrens
##### Partner | Chief Investment Officer
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.
[mailto:mahrens@mnwealthadvisors.com](mailto:mahrens@mnwealthadvisors.com)
### 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.
[mailto:sschaeffer@mnwealthadvisors.com](mailto:sschaeffer@mnwealthadvisors.com)
### Jill Green
##### Wealth Operations Director
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.
[mailto:jgreen@mnwealthadvisors.com](mailto:jgreen@mnwealthadvisors.com)
### 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.
[mailto:mlucero@mnwealthadvisors.com](mailto:mlucero@mnwealthadvisors.com)
## 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.
[Reach Out](mailto:recruiting@mnadvisors.com)
##### Connect
Connect
6800 W 115th St #3511
Overland Park, KS 66211
[(913) 897-2074](tel:+19138972074)
[info@mnwealthadvisors.com](mailto:info@mnwealthadvisors.com)
##### Services
Services
- [Managing Investments](https://www.mnwealthadvisors.com/services/managing-investments)
- [Retirement Planning](https://www.mnwealthadvisors.com/services/retirement-planning)
- [Tax and Estate Planning](https://www.mnwealthadvisors.com/services/tax-estate-planning)
- [401(k) Plans](https://www.mnwealthadvisors.com/services/401k)
##### Company
Company
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Important Disclosure Information:
MN Wealth Advisors, LLC (“MN Wealth”) is an SEC registered investment adviser located in Overland Park, KS. A copy of the MN Wealth current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request.
The MN Wealth may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. The MN Wealth’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the MN Wealth’s web site on the Internet should not be construed by any consumer and/or prospective client as MN Wealth’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by the MN Wealth with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of the MN Wealth’s current written disclosure Brochure and Form CRS discussing the MN Wealth’s business operations, services, and fees is available on this web site and/or from MN Wealth upon written request. The MN Wealth does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the MN Wealth’s web site or incorporated herein, and takes no responsibility, therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by the MN Wealth), will be profitable or equal any historical performance level(s).
Certain portions of the MN Wealth’s web site (i.e., newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, the MN Wealth (and those of other investment and noninvestment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from MN Wealth, or from any other investment professional. The MN Wealth is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.
Please Note: Limitations: Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the MN Wealth is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation criteria/methodology). Unless expressly indicated to the contrary, MN Wealth did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of MN Wealth by any of its clients.
To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to MN Wealth’s website, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from the MN Wealth, or from any other investment professional.
Each client and prospective client agrees, as a condition precedent to his/her/its access to MN Wealth’s web site, to release and hold harmless the MN Wealth, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from the MN Wealth.
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