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Ohio Pensions
Ohio Public Employees Retirement System (OPERS)
State Teachers Retirement System of Ohio (STRS)
Ohio Police & Fire Pension (OP&F)
School Employees Retirement System of Ohio (SERS)
Highway Patrol Retirement Systems (HPRS)
Deferred Comp
Ohio Police & Fire Pension
Where to Start
Pre-Retirement
Getting Ready to Retire
Managing Your Retirement
Resources
Your Retirement Playbook by Jim Lineweaver, CFP®, AIF®
Financial Quarterback
Obtain Legal Advice
Maximize Social Security
Preserve Retirement Assets
Reduce Taxes
Protect Assets from Medical Catastrophes
Legal Documents
Life Insurance
College Planning
Video Resources
Why Lineweaver
Introduction
Values
Team
Community Service
Contact
Team
The Lineweaver Team
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®
Financial Consultant
Mark Niederhelman is a financial consultant bringing over 30 years experience in investments, financ...
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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
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
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
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
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
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
Portfolio Manager
Travis is a Portfolio Manager responsible for overseeing investment strategy, portfolio construction...
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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
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
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
Client Relations
Danielle joined our firm as part of the client relations team. She coordinates our financial advisor...
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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
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
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
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
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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Introduction
Values
Team
Community Service
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Contact Us
Ohio Pensions
Ohio Public Employees Retirement System (OPERS)
State Teachers Retirement System of Ohio (STRS)
Ohio Police & Fire Pension (OP&F)
School Employees Retirement System of Ohio (SERS)
Highway Patrol Retirement Systems (HPRS)
Deferred Comp
Ohio Police & Fire Pension
Where to Start
Pre-Retirement
Getting Ready to Retire
Managing Your Retirement
Resources
Your Retirement Playbook by Jim Lineweaver, CFP®, AIF®
Financial Quarterback
Obtain Legal Advice
Maximize Social Security
Preserve Retirement Assets
Reduce Taxes
Protect Assets from Medical Catastrophes
Legal Documents
Life Insurance
College Planning
Video Resources
Why Lineweaver
Introduction
Values
Team
Community Service
Contact