Meet Our Team

Leadership

Derek Eichelberger

Derek Eichelberger

CEO, SD Wealth Management Advisors

Shareholder, SD & Co., Inc.

Nancy Skeans

Nancy Skeans

Chief Compliance Officer, SD Wealth Management Advisors

Shareholder, SD & Co., Inc.

Jason Lumpkin

Shareholder, SD & Co., Inc.

David Brinkman Photo

David Brinkman

Partner & Senior Wealth 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 Wealth Manager

James Moyer Photo

James Moyer

Wealth Manager

Alissa Garcia Investment Relationship Manager

Alissa Garcia

Wealth Manager & Communications Manager

Matt Biggs

Wealth Manager

Michael Divens

Michael Divens

Manager of Research and Due Diligence

Sean L. McCann photo

Sean McCann

Investment Analyst

Demetrius A. Kokales Photo

Demetrius Kokales

Wealth Associate

Michael J. Curry Photo

Michael Curry

Wealth Associate

Courtney Moriarty

Wealth Analyst

Megan Muller

Megan Muller

Wealth Analyst

Paulette Aites

Director of 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

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

Michael M. Clark Photo

Michael M. Clark

Associate Retirement Plan Advisor

SD Retirement Solutions

Head shot

Shad Fagerland

Senior Manager of Retirement Solutions

Anthony Margiotta

Senior Manager of Compliance Services

Nancy Hendrickson

Senior Manager of Recordkeeping Services

Susan Paulauskas

Manager of Operations

Rebecca Kinderis

Manager of Recordkeeping Services

Linda Slone

Linda Slone

Associate Recordkeeping Specialist

Caleb Anderson

Compliance Specialist

Rhonda Powell

Rhonda Powell

Compliance Specialist

Kayla Lombard Photo

Kayla Lombard

Senior Contribution Specialist

 Brittany Andrekovich Photo

Brittany Andrekovich

Associate Contribution Specialist

Erica Kernic

Associate Distribution Specialist

Murlat Abdoo

Associate Solutions Center Administrator

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