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 ...
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  • Mark Niederhelman, AIF®

    Mark Niederhelman, AIF®

    Financial Consultant

    Mark Niederhelman is a financial consultant bringing over 30 years experience in investments, financ...
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  • Charlene Niederhelman

    Charlene Niederhelman

    Director of Operations

    Charlene is our Director of Operations. She is responsible for the coordination of all facets and de...
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  • Mark Sipos

    Mark Sipos

    Tax Planning & Preparation Specialist

    Mark has over 35 years of experience providing individuals with tax and personal financial services....
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  • 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...
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  • Meagan Elliott

    Meagan Elliott

    Financial Professional Liaison

    Meagan is currently acting as liaison between Jim Lineweaver and his clients. Meagan also coordinate...
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  • Amanda Morog, CFS®

    Amanda Morog, CFS®

    Investment Coordinator

    Amanda is responsible for the organization of the company’s RIA. She assists in compliance reporting...
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  • Tracie Becka

    Tracie Becka

    Processing & Client Services

    Tracie is a member of the Processing Team. She assists with the processing of new business and helps...
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  • Sarah Koudelka

    Sarah Koudelka

    Processing & Client Services

    Sarah part of our processing and client services team. She assists with all ongoing projects, databa...
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  • Preston Ptak

    Preston Ptak

    Financial Analyst

    Preston is our financial analyst. He will be assisting with trading, research, and help in supportin...
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  • Krystal Baez

    Krystal Baez

    Client Relations

    Krystal is a member of the Client Relations team. She coordinates the preparation work for client ap...
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  • Becky Roob

    Becky Roob


    Becky is our office Receptionist! She welcomes all of our clients and guests to the office. Telephon...
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  • Danielle Nadolski-Holley

    Danielle Nadolski-Holley

    Client Relations

    Danielle joined our firm as part of the client relations team. She coordinates our financial advisor...
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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.

*: 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

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