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
Diane Javorsky
Receptionist/Internal Operations
Krystal Baez
Client Relations
Annika Traner
Marketing Assistant
Tracie Becka
Processing & Client Services
Megan Junkin
Processing & Client Services
Jack Onderisin
Processing & Client Services
Jenna Sakacsi
Administrative Assistant
Sarah Koudelka
Client Services Intern
Specialists
Mark Sipos
Tax Planning & Preparation Specialist
Virteom