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To A Successful Retirement
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Ohio Pensions
Ohio Public Employees Retirement System (OPERS)
State Teachers Retirement System of Ohio (STRS)
Ohio Police & Fire Pension (OP&F)
School Employees Retirement System of Ohio (SERS)
Highway Patrol Retirement Systems (HPRS)
Deferred Comp
Ohio Police & Fire Pension
Where to Start
Pre-Retirement
Getting Ready to Retire
Managing Your Retirement
Resources
Your Retirement Playbook by Jim Lineweaver, CFP®, AIF®
Financial Quarterback
Obtain Legal Advice
Maximize Social Security
Preserve Retirement Assets
Reduce Taxes
Protect Assets from Medical Catastrophes
Legal Documents
Life Insurance
College Planning
Why Lineweaver
Introduction
Values
Team
Community Service
Contact
Team
The Lineweaver Team
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 ...
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Mark Niederhelman, AIF®
Financial Consultant
Mark Niederhelman is a financial consultant bringing over 30 years experience in investments, financ...
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Hugo Souza
Financial Consultant
Hugo handles our Deferred Compensation Division. Current and prospective clients may meet with him t...
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Charlene Niederhelman
Director of Operations
Charlene is our Director of Operations. She is responsible for the coordination of all facets and de...
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Mark Sipos
Tax Planning & Preparation Specialist
Mark has over 29 years of experience providing individuals with tax and personal financial services....
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Geoff Powers
Director of Marketing
Geoff is a member of our management team, he joined in November of 2016. As the Director of Marketin...
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Meagan Elliott
Financial Advisor Liaison
Meagan is currently acting as liaison between Jim Lineweaver and his clients. Meagan also coordinate...
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Amanda Morog, CFS®
Financial Advisor Liaison
Amanda is responsible for the organization of the company’s RIA. She assists in compliance reporting...
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Tracie Becka
Processing & Client Services
Tracie is a member of the Processing Team. She assists with the processing of new business and helps...
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Sarah Koudelka
Processing & Client Services
Sarah part of our processing and client services team. She assists with all ongoing projects, databa...
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Preston Ptak
Financial Analyst
Preston is our financial analyst. He will be assisting with trading, research, and help in supportin...
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Krystal Baez
Client Relations
Krystal is a member of the Client Relations team. She coordinates the preparation work for client ap...
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Jenna Sakacsi
Marketing Assistant
Jenna has been with the firm since graduating from Normandy High School in 2015. At the end of 2019,...
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Becky Roob
Receptionist
Becky is our office Receptionist! She welcomes all of our clients and guests to the office. Telephon...
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Danielle Nadolski-Holley
Client Service
Danielle joined our firm as part of the client services team! She coordinates our financial advisors...
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Introduction
Values
Team
Community Service
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Contact Us
Ohio Pensions
Ohio Public Employees Retirement System (OPERS)
State Teachers Retirement System of Ohio (STRS)
Ohio Police & Fire Pension (OP&F)
School Employees Retirement System of Ohio (SERS)
Highway Patrol Retirement Systems (HPRS)
Deferred Comp
Ohio Police & Fire Pension
Where to Start
Pre-Retirement
Getting Ready to Retire
Managing Your Retirement
Resources
Your Retirement Playbook by Jim Lineweaver, CFP®, AIF®
Financial Quarterback
Obtain Legal Advice
Maximize Social Security
Preserve Retirement Assets
Reduce Taxes
Protect Assets from Medical Catastrophes
Legal Documents
Life Insurance
College Planning
Why Lineweaver
Introduction
Values
Team
Community Service
Contact
