The Lineweaver Team
James S. Lineweaver, CFP ® AIF ®
President, CEO and Financial Consultant
Mark Niederhelman, AIF ®
Financial Consultant
Ryan C. Sowards
Director of Deferred Compensation & Financial Advisor
Charlene Niederhelman
Director of Operations
Geoff Powers
Director of Marketing
Meagan Elliott
Financial Professional Liaison
Brian Klecan CPFA®, AIF®
Director of Retirement Plan Services
Travis Dragan, CFA®, FRM, CMT
Portfolio Manager
Client Services Group
Amanda Morog, CFS®
Investment Coordinator
Preston Ptak
Financial Analyst
Krystal Baez
Client Relations
Danielle Nadolski-Holley
Client Services
Becky Roob
Receptionist
Sarah Kucyk
Marketing Coordinator
Patti Wisnieski, CRC®
Processing & Client Services
Diane Dawson
Processing & Client Services
Heather Schlickman
Processing & Client Services
Specialists
Mark Sipos
Tax Planning & Preparation Specialist
Virteom