Team

The Lineweaver Team

  • James S. Lineweaver, CFP®, AIF®

    James S. Lineweaver, CFP®, AIF®

    President, CEO, Financial Consultant

    James S. Lineweaver is the Founder and CEO of Lineweaver Financial Group (LFG), one of Northeastern ...
    View profile
  • Mark Niederhelman, AIF®

    Mark Niederhelman, AIF®

    Financial Consultant

    Mark Niederhelman is a financial consultant bringing over 30 years experience in investments, financ...
    View profile
  • Ryan C. Sowards

    Ryan C. Sowards

    Director of Deferred Compensation & Financial Advisor

    Ryan Sowards is the Director of Deferred Compensation and Financial Advisor at Lineweaver Financial ...
    View profile
  • Charlene Niederhelman

    Charlene Niederhelman

    Director of Operations

    Charlene is our Director of Operations. She is responsible for the coordination of all facets and de...
    View profile
  • Geoff Powers

    Geoff Powers

    Director of Marketing

    Geoff is a member of our management team, he joined in November of 2016. As the Director of Marketin...
    View profile
  • Meagan Elliott

    Meagan Elliott

    Financial Professional Liaison

    Meagan is currently acting as liaison between Jim Lineweaver and his clients. Meagan also coordinate...
    View profile
  • Chad D. Roope, CFA®

    Chad D. Roope, CFA®

    Portfolio Manager

    Chad D. Roope, CFA is a seasoned Chief Investment Officer and Portfolio Manager with expertise in ma...
    View profile

Client Services Group

  • Amanda Morog, CFS®
    Amanda is responsible for the organization of the company’s RIA. She assists in compliance reporting...
    View profile
  • Krystal Baez

    Krystal Baez

    Client Relations

    Krystal is a member of the Client Relations team. She coordinates the preparation work for client ap...
    View profile
  • Danielle Nadolski-Holley

    Danielle Nadolski-Holley

    Client Relations

    Danielle joined our firm as part of the client relations team. She coordinates our financial advisor...
    View profile
  • Becky Roob

    Becky Roob

    Receptionist

    Becky is our office Receptionist! She welcomes all of our clients and guests to the office. Telephon...
    View profile
  • Josh Wenhold

    Josh Wenhold

    Tax Associate

    Josh is a member of the tax team where he provides tax services for clients. Josh prepares individua...
    View profile
  • Sheila Casler

    Sheila Casler

    Processing & Client Services

    Sheila is a member of our client services team, and works to coordinate advisors’ calendars, schedul...
    View profile
  • Alyssa Schmitt

    Alyssa Schmitt

    Marketing Coordinator

    Alyssa joined our team in September of 2022 as a member of the marketing department where she helps ...
    View profile
  • Lisa Lime

    Lisa Lime

    Processing & Client Services

    Lisa is a member of our Processing and Client Services Teams.   She handles new account processing, ...
    View profile
  • Wesley Firestone

    Wesley Firestone

    Salesforce Administrator

    As Salesforce Administrator, Wesley is responsible for finding creative solutions to business challe...
    View profile
  • Matthew J. Crisci

    Matthew J. Crisci

    Investment Assistant

    Mathew J. Crisci brings a wealth of knowledge to our investment team. A graduate of the University o...
    View profile

Specialist

  • Mark Sipos

    Mark Sipos

    Tax Planning & Preparation Specialist

    Mark has over 35 years of experience providing individuals with tax and personal financial services....
    View profile

Lineweaver Financial Group is independently owned and operated. Securities offered through Triad Advisors, LLC, Member FINRA / SIPC Advisory services offered through Lineweaver Wealth Advisors, LLC. Lineweaver Wealth Advisors, LLC, is not affiliated with Triad Advisors, LLC.

 

*: Yahoo.com Article: 64% of Americans Aren’t Prepared for Retirement – and 48% Don’t Care.

1: Crain's Top 25 RIA: Based on assets under management

Join Our Mailing List
Loading Form...
Powered by VirteomVirteom Logo