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Meet Our Team

LEADERSHIP

Derek Eichelberger CEO, SD Wealth Management Advisors Shareholder, SD & Co., Inc.
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Nancy Skeans Chief Compliance Officer, SD Wealth Management Advisors Shareholder, SD & Co., Inc.
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Jason Lumpkin Shareholder, SD & Co., Inc.
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David Brinkman Partner & Senior Wealth Manager
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Jason Staley Partner & Chief Investment Officer (PFS)
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Michael Bucci Partner & Director of Fiduciary Services
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SD WEALTH MANAGEMENT ADVISORS / PERSONAL FINANCIAL SERVICES

Gregg Daily Senior Wealth Manager
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James Moyer Wealth Manager
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Alissa Garcia Wealth Manager & Communications Manager
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Matt Biggs Wealth Manager
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Michael Divens Manager of Research and Due Diligence
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Sean McCann Investment Analyst
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Demetrius Kokales Wealth Associate
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Michael Curry Wealth Associate
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Courtney Moriarty Wealth Analyst
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Megan Muller Wealth Analyst
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Paulette Aites Director of Operations
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Karen Werley Client Service Manager
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Christy Greek Client Service Manager
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Bernadette Burgoon Client Service Specialist
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Jessica Ellicott Communications Specialist
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SD WEALTH MANAGEMENT ADVISORS / RETIREMENT SOLUTIONS

Kyle Zeller Senior Manager of Fiduciary Services
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Daniel Napierkowski Senior Manager of Fiduciary Services
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Alex Papson Senior Manager of Fiduciary Solutions
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Tyler Brose Retirement Plan Manager
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Kelly Murphy Retirement Plan Advisor
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Miles Gibson Associate Retirement Plan Advisor
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Michael M. Clark Associate Retirement Plan Advisor
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SD RETIREMENT SOLUTIONS

Shad Fagerland Senior Manager of Retirement Solutions
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Anthony Margiotta Senior Manager of Compliance Services
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Nancy Hendrickson Senior Manager of Recordkeeping Services
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Susan Paulauskas Manager of Operations
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Rebecca Kinderis Manager of Recordkeeping Services
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Linda Slone Associate Recordkeeping Specialist
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Caleb Anderson Compliance Specialist
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Rhonda Powell Compliance Specialist
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Kayla Lombard Senior Contribution Specialist
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Brittany Andrekovich Associate Contribution Specialist
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Murlat Abdoo Associate Solutions Center Administrator
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Lindsay Basciotta Retirement Solutions
Lindsay Basciotta Executive Assistant
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Email us: sdwealthmanagement@schneiderdowns.com

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Office Locations

Pittsburgh

One PPG Place,
Suite 1700
Pittsburgh, PA 15222

p:
412.697.5200
f:
412.261.4876
Columbus

65 East State Street,
Suite 2000
Columbus, OH 43215

p:
614.621.4060
f:
614.621.4062

Links

Schneider Downs Wealth Management, LP (“SD Wealth Management” or “SDWMA”) is an SEC Registered Investment Advisor specializing in the Investment Management and Financial Planning Services for Individual Investors; Investment Management and Investment Committee Services for Institutions and Non-Profits; and Corporate Solutions and ERISA Fiduciary Services. Registration with the SEC does not imply any level of skill or training.

© 2024 Schneider Downs & Co., Inc. Maryland license number 35239.

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