Meet Our Team

Leadership

Nancy Skeans

CEO

SD Wealth Management Advisors

Shareholder

Schneider Downs & Co., Inc.

Jason Lumpkin

Shareholder

Schneider Downs & Co., Inc.

Derek Eichelberger

Managing Partner

SD Wealth Management Advisors

David Brinkman Photo

David Brinkman

Partner/Investment Relationship Manager

Jason Staley Photo

Jason Staley

Partner/Chief Investment Officer (PFS)

SD WEALTH MANAGEMENT ADVISORS / PERSONAL FINANCIAL SERVICES

Gregg W. Daily Photo

Gregg Daily

Senior Investment Relationship Manager

Alissa Garcia

Investment Relationship Manager / Communications Manager

James Moyer

Investment Relationship Manager

Matt Biggs

Investment Advisor

Demetrius A. Kokales Photo

Demetrius Kokales

Associate Investment Advisor

Sean L. McCann photo

Sean McCann

Investment Analyst

Paulette Aites

Director of Operations

Nick Mastrian

Manager of Portfolio Administration

Karen Werley

Client Service Manager

Christy Greek Photo

Christy Greek

Client Service Specialist

Jessica Ellicott Photo

Jessica Ellicott

Operations Specialist

SD WEALTH MANAGEMENT ADVISORS / Retirement Solutions

Kyle Zeller Photo

Kyle Zeller

Senior Relationship Manager

Daniel Napierkowski

Senior Relationship Manager

Michael Bucci

Director of Fiduciary Services

Alex Papson

Manager of Fiduciary Solutions

Matt Biggs

Investment Advisor

Tyler Brose

Senior Retirement Plan Advisor

Kelly Murphy Photo

Kelly Murphy

Senior Retirement Plan Advisor

Miles Gibson Photo

Miles Gibson

Associate Retirement Plan Advisor

SD Retirement Solutions

Head shot

Shad Fagerland

Senior Manager of Retirement Solutions

Anthony Margiotta

Senior Manager of Pension & Benefits

Nancy Hendrickson

Manager of Recordkeeping Services

Rebecca Kinderis

Senior Recordkeeping Specialist

Susan Paulauskas

Distribution Manager

Scott Rain

Manager of Consulting Services

Caleb Anderson

Compliance Specialist

Noelle Harrold Photo

Noelle Harrold

Compliance Specialist

 Brittany Andrekovich Photo

Brittany Andrekovich

Contribution Processor

Erica Kernic

Executive Assistant

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