The Lineweaver Team
James S. Lineweaver, CFP ® AIF ®
President, CEO and Financial Consultant
Mark Niederhelman, AIF ®
Financial Consultant
Hugo Souza
Financial Consultant
Charlene Niederhelman
Director of Operations
Meagan Elliott
Financial Advisor Liaison
Geoff Powers
Director of Marketing
Client Services Group
Krystal Baez
Client Relations
Tracie Becka
Processing & Client Services
Sarah Koudelka
Processing & Client Services
Jack Onderisin
Investments & Client Services
Jenna Sakacsi
Marketing Assistant
Becky Roob
Receptionist
Specialists
Mark Sipos
Tax Planning & Preparation Specialist
Virteom