The Lineweaver Team

  • James S. Lineweaver, CFP®, AIF®

    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 ...
    View profile
  • Mark Niederhelman, AIF®

    Mark Niederhelman, AIF®

    Financial Consultant

    Mark Niederhelman is a financial consultant bringing over 30 years experience in investments, financ...
    View profile
  • Hugo Souza

    Hugo Souza

    Financial Consultant

    Hugo handles our Deferred Compensation Division. Current and prospective clients may meet with him t...
    View profile
  • Charlene Niederhelman

    Charlene Niederhelman

    Director of Operations

    Charlene is our Director of Operations. She is responsible for the coordination of all facets and de...
    View profile
  • Mark Sipos

    Mark Sipos

    Tax Planning & Preparation Specialist

    Mark has over 29 years of experience providing individuals with tax and personal financial services....
    View profile
  • Geoff Powers

    Geoff Powers

    Director of Marketing

    Geoff is a member of our management team, he joined in November of 2016. As the Director of Marketin...
    View profile
  • Meagan Elliott

    Meagan Elliott

    Financial Advisor Liaison

    Meagan is currently acting as liaison between Jim Lineweaver and his clients. Meagan also coordinate...
    View profile
  • Amanda Morog, CFS®

    Amanda Morog, CFS®

    Financial Advisor Liaison

    Amanda is responsible for the organization of the company’s RIA. She assists in compliance reporting...
    View profile
  • Tracie Becka

    Tracie Becka

    Processing & Client Services

    Tracie is a member of the Processing Team. She assists with the processing of new business and helps...
    View profile
  • Sarah Koudelka

    Sarah Koudelka

    Processing & Client Services

    Sarah part of our processing and client services team. She assists with all ongoing projects, databa...
    View profile
  • Preston Ptak

    Preston Ptak

    Financial Analyst

    Preston is our financial analyst. He will be assisting with trading, research, and help in supportin...
    View profile
  • Krystal Baez

    Krystal Baez

    Client Relations

    Krystal is a member of the Client Relations team. She coordinates the preparation work for client ap...
    View profile
  • Jenna Sakacsi

    Jenna Sakacsi

    Marketing Assistant

    Jenna has been with the firm since graduating from Normandy High School in 2015. At the end of 2019,...
    View profile
  • Becky Roob

    Becky Roob


    Becky is our office Receptionist! She welcomes all of our clients and guests to the office. Telephon...
    View profile
  • Danielle Nadolski-Holley
    Danielle joined our firm as part of the client services team! She coordinates our financial advisors...
    View profile

Lineweaver Financial Group is independently owned and operated. Securities offered through Triad Advisors, LLC, Member FINRA / SIPC Advisory services offered through Lineweaver Wealth Advisors, LLC. Lineweaver Wealth Advisors, LLC, is not affiliated with Triad Advisors, LLC.

Join Our Mailing List
Loading Form...
Powered by VirteomVirteom Logo