Team

The Lineweaver Team

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  James S. Lineweaver, CFP ® AIF ®

  James S. Lineweaver, CFP®, AIF® is the Founder and CEO of Lineweaver Financial Group, a leading inde...

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  Mark Niederhelman

  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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  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 coordina...

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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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  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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  Alyssa Schmitt

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

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  Sheila Casler

  Sheila is a member of our Processing and Client Services Teams! She coordinates our financial adviso...

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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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  Pam Bittaker

  Pam Bittaker is a member of our Tax and Client Services Teams. She helps with tax intakes, return pr...

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  Jacob Cogley

  Jake currently serves as a liaison between Jim Lineweaver and his clients. In collaboration with Jim...

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  Michael Gracie

  Michael is a member of the Processing and Client Services Team. He helps with processing new account...

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  Jelisha Velazquez

  Jelisha is a member of our tax team as well as our processing and client services team. She assists ...

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  Rebecca Tipton, CFP ®

  Rebecca’s work as a Servicing Advisor entails interacting with clients to support all facets of fina...

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  Bob Thomas

  Bob joined the Lineweaver team in March 2025. He has 20 years of experience in various accounting r...

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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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