Team

The Lineweaver Team

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  James S. Lineweaver, CFP®, AIF®

  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 is a financial consultant bringing over 30 years experience in investments, financ...

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  Ryan C. Sowards

  Ryan Sowards is the Director of Deferred Compensation and Financial Advisor at Lineweaver Financial ...

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  Charlene Niederhelman

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

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  Geoff Powers

  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 is currently acting as liaison between Jim Lineweaver and his clients. Meagan also coordinate...

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  Chad D. Roope, CFA®

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

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Client Services Group

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  Amanda Morog, CFS®

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

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  Krystal Baez

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

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  Danielle Nadolski-Holley

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

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  Becky Roob

  Becky is our office Receptionist! She welcomes all of our clients and guests to the office. Telephon...

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  Josh Wenhold

  Josh is a member of the tax team where he provides tax services for clients. Josh prepares individua...

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  Sheila Casler

  Sheila is a member of our client services team, and works to coordinate advisors’ calendars, schedul...

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  Alyssa Schmitt

  Alyssa joined our team in September of 2022 as a member of the marketing department where she helps ...

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  Lisa Lime

  Lisa is a member of our Processing and Client Services Teams.   She handles new account processing, ...

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  Wesley Firestone

  As Salesforce Administrator, Wesley is responsible for finding creative solutions to business challe...

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  Matthew J. Crisci

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

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Specialist

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  Mark Sipos

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

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