Each member of the SDWMA team has distinguished themselves through their years of experience, professional affiliations, certifications and education. Our dedicated team of professionals are available to assist clients with their financial needs, including tax planning, cash flow planning, retirement projections and investment expertise. We also have access to in-house professional resources to help you achieve your objectives.


*Jason Lumpkin, QKA, AIF®

Kyle Zeller, CPFA, AIF®

Daniel Napierkowski, AAMS, CFP®


Miles Gibson

Erica Kernic

Caleb Anderson

Noelle Harrold, QKA

Emily Bonavoglia

Rebecca Kinderis

*Employee of SDAdvantage Retirement Solutions, LP (SDARS) an affiliated firm of Schneider Downs Wealth Management Advisors, LP
For additional information on SDARS, please see our firm's disclosure brochure.