Aspyre Wealth Partners is proud to announce that Matthew D. Starkey, MSFS, CFP®, CAP®, AEP® and Jessi Chadd, MSFS, CFP®, CeFT® have been named Five Star Wealth Managers by Five Star Professional in Kansas City magazine. This annual award is granted to a select group of professionals—fewer than seven percent of wealth managers in the region—who demonstrate an unwavering commitment to exceptional client service.
Unlike awards that focus primarily on metrics such as assets under management (AUM) or the size and scale of a firm, the Five Star Wealth Manager recognition stands out for its emphasis on service excellence, ethical business practices, and client satisfaction. Recipients must meet 10 rigorous criteria, including client retention rates, industry credentials, and regulatory history, ensuring that honorees provide personalized, high-quality financial guidance. Chadd is being recognized for the third consecutive year, while Starkey celebrates his twelfth appearance on the list.
“This award is especially meaningful to us because it recognizes what we value most—providing holistic, fiduciary-driven financial guidance to help our clients achieve their goals,” said Starkey. “I think it’s important for people to understand the distinction between awards and what exactly is being recognized. We aren’t trying to become the largest planner in town or manage the biggest portfolios. We are intentional about our boutique, fee-only company where we prioritize genuine relationships to best know and support our clients.”
Expanding Services to Meet Client Needs
As part of its continued commitment to delivering comprehensive financial planning, Aspyre Wealth Partners has recently expanded its offerings to include tax preparation services. This new addition is a direct response to client needs, further streamlining the entire financial planning process.
“Wealth Management isn’t just about investing your money—it’s about optimizing everything that impacts your financial well-being. We are constantly evolving to offer the types of services that simplify our clients’ lives and add real value,” said Chadd. “Tax planning is an essential part of financial success, and the addition of tax preparation provides a seamless, full-service experience.”
Tax preparation services will be led by Amanda Hoeppner, CPA, who recently joined the firm at the start of 2025. With over 20 years of experience in tax planning and preparation, most recently at BerganKDV, Hoeppner’s career has been built on the principle of fiduciary care to place clients’ interests above all else.
ABOUT ASPYRE WEALTH PARTNERS
Aspyre Wealth Partners, a fee-only fiduciary financial planning firm based in Overland Park, Kansas, serves clients across the United States. The firm’s team includes credentialed financial planners, life transition advisors, and executive career coaches. Aspyre takes a holistic approach to wealth, encompassing both financial and human capital, to guide clients through all phases of their financial, career, and personal journeys. For more information, visit aspyrewealth.com.
ABOUT FIVE STAR PROFESSIONAL AWARD
This award was issued on 10/1/24 by Five Star Professional for the time period 1/9/24 through 8/9/24. Award winners cannot pay a fee to be included in the research or the final list of award recipients. Five Star Professional conducts market-specific research to identify outstanding service professionals. Founded in 2003, the Five Star award program is the largest and most widely published award program in North America, covering more than 45 major markets. Professionals recognized as award winners are published by Five Star Professional and its partners. Learn more about Five Star research methodology.
https://fivestarprofessional.
