Meet Our Team

Leadership

Nancy Skeans

Nancy Skeans

CEO

SD Wealth Management Advisors

Shareholder

Schneider Downs & Co., Inc.

Jason Lumpkin

Shareholder

Schneider Downs & Co., Inc.

Derek Eichelberger

Derek Eichelberger

Managing Partner

SD Wealth Management Advisors

Shareholder

Schneider Downs & Co., Inc.

David Brinkman Photo

David Brinkman

Partner/Investment Relationship Manager

Jason Staley Photo

Jason Staley

Partner/Chief Investment Officer (PFS)

Michael Bucci

Michael Bucci

Partner/Director of Fiduciary Services

SD WEALTH MANAGEMENT ADVISORS / PERSONAL FINANCIAL SERVICES

Gregg W. Daily Photo

Gregg Daily

Senior Investment Relationship Manager

Alissa Garcia Investment Relationship Manager

Alissa Garcia

Investment Relationship Manager / Communications Manager

James Moyer Photo

James Moyer

Investment Relationship Manager

Matt Biggs

Investment Relationship Manager

Demetrius A. Kokales Photo

Demetrius Kokales

Associate Investment Advisor

Sean L. McCann photo

Sean McCann

Investment Analyst

Paulette Aites

Director of Operations

Nick Mastrian Photo

Nick Mastrian

Manager of Compliance and Systems Operations

Karen Werley

Client Service Manager

Christy Greek Photo

Christy Greek

Client Service Manager

Bernadette Burgoon Photo

Bernadette Burgoon

Client Service Specialist

Jessica Ellicott Photo

Jessica Ellicott

Data and Communications Specialist

SD WEALTH MANAGEMENT ADVISORS / Retirement Solutions

Kyle Zeller Photo

Kyle Zeller

Senior Manager of Fiduciary Services

Daniel Napierkowski

Senior Manager of Fiduciary Services

Alex Papson

Senior Manager of Fiduciary Solutions

Tyler Brose

Retirement Plan Manager

Kelly Murphy Photo

Kelly Murphy

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 Compliance Service

Nancy Hendrickson

Senior Manager of Recordkeeping Services

Rebecca Kinderis

Senior Recordkeeping Specialist

Susan Paulauskas

Retirement Solutions Operations Manager

Caleb Anderson

Recordkeeping Specialist

Noelle Harrold Photo

Noelle Harrold

Compliance Specialist

 Brittany Andrekovich Photo

Brittany Andrekovich

Associate Contribution Specialist

Kayla Lombard Photo

Kayla Lombard

Associate Contributions Specialist

Erica Kernic

Associate Distribution Specialist

Murlat Abdoo

Associate Solutions Center Administrator

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