Meet Our Team

Nancy Skeans

CEO, Chief Compliance Officer

SD Wealth Management Advisors

Shareholder

Schneider Downs & Co., Inc.

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Jason Lumpkin

Shareholder

Schneider Downs & Co., Inc.

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Derek Eichelberger

Managing Partner

SD Wealth Management Advisors

Shareholder

Schneider Downs & Co., Inc.

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David Brinkman

Partner/Investment Relationship 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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Gregg Daily

Senior Investment Relationship Manager

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Alissa Garcia

Investment Relationship Manager / Communications Manager

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James Moyer

Investment Relationship Manager

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Matt Biggs

Investment Relationship 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

Associate Investment Advisor

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Courtney Moriarty

Wealth Management Associate

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Megan Muller

Wealth Management Associate

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Paulette Aites

Director of Operations

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Nick Mastrian

Manager of Compliance and Systems 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

Data and Communications Specialist

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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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Shad Fagerland

Senior Manager of Retirement Solutions

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Anthony Margiotta

Senior Manager of Compliance Service

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Nancy Hendrickson

Senior Manager of Recordkeeping Services

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Rebecca Kinderis

Senior Recordkeeping Specialist

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Susan Paulauskas

Retirement Solutions Operations Manager

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Caleb Anderson

Recordkeeping Specialist

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Linda Slone

Associate Recordkeeping Specialist

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Noelle Harrold

Compliance Specialist

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Rhonda Powell

Compliance Specialist

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Brittany Andrekovich

Associate Contribution Specialist

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Kayla Lombard

Associate Contributions Specialist

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Erica Kernic

Associate Distribution Specialist

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Murlat Abdoo

Associate Solutions Center Administrator

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