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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 ...
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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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  • 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 ...
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  • Brian Klecan

    Brian Klecan

    Director of Retirement Plan Services

    Brian is our Director of Retirement Plan Services and has 22 years of experience working with busine...
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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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  • Travis Dragan, CFA, FRM, CMT

    Travis Dragan, CFA, FRM, CMT

    Portfolio Manager

    Travis is a Portfolio Manager responsible for overseeing investment strategy, portfolio construction...
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  • Amanda Morog, CFS®

    Amanda Morog, CFS®

    Coordinator

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

    Receptionist

    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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  • Diane Dawson

    Diane Dawson

    Processing & Client Services

    Diane is a member of the Processing & Client Services Team, and assists with ongoing projects, datab...
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  • Sheila Casler

    Sheila Casler

    Processing & Client Services

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

    Josh Wenhold

    Tax Associate

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

    Loryn Zaffle

    Tax Assistant and Administrative Support

    Loryn is Lineweaver Financial Group’s Tax Assistant and Administrative Support. She is thrilled to b...
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  • Drew Black

    Drew Black

    Processing & Client Services

    Drew is a member of the Processing & Client Services Team. He is a veteran of the US Navy and has b...
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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.

 

*: 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

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