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 and Operations
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®
Coordinator
Krystal Baez
Client Relations
Danielle Nadolski-Holley
Client Services
Becky Roob
Receptionist
Sheila Casler
Processing & Client Services
Josh Wenhold
Tax Associate
Loryn Zaffle
Tax Assistant and Administrative Support
Drew Black
Processing & Client Services
Dylan Casler
Investment Research and Client Service
Alyssa Schmitt
Marketing Coordinator
Specialists
Mark Sipos
Tax Planning & Preparation Specialist
Virteom