Meet our financial planning team

James S. Lineweaver is President and Chief Executive Officer and Founder of Lineweaver Financial Group. Mr. Lineweaver brings over 16 years experience in financial consulting and wealth management to his clients. He majored in Finance at Cleveland State University and continued his education at Case Western Reserve University’s Weatherhead School of Business. Mr. Lineweaver has been a Research/Financial Analyst for some of the largest securities companies in the nation, and he has been recognized as a member of the All American Team for his financial experience and dedication to the principles of sound investing.

He is a member of the National Association of Insurance and Financial Professionals, a qualifying member of the Million Dollar Round Table and has been a member of the Top of the Table for the last nine years. Mr. Lineweaver is the financial speaker at many events in the greater Cleveland area and has been quoted in the Plain Dealer, Sun Newspapers and Northern Ohio Live magazine. His financial articles appear quarterly in Fifty Something Magazine, and he has been featured by Cleveland Magazine and WEWS News Channel 5 in their “Choices for Living Segments.” He created and hosted the Financial Quarterback Radio Show on WKNR 850. He is a member of the Estate Planning Council of Cleveland and the local Rotary.

Jim Lineweaver and Lineweaver Financial Group are endorsed by the Ohio Patrolmen’s Benevolent Association and a contributing writer to their publication, Police Beat Magazine. He is a frequent guest as a financial commentator on the morning show on WDOK 102.1. You can also see him every other Sunday as the financial commentator on WKYC Channel 3 on the Golden Opportunities show with Armond Budish.

Jim and Lineweaver Financial Group contribute annually to philanthropic causes in the local area.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER (tm) and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Mark Niederhelman is a financial consultant bringing over 30 years experience in investments, financial services and education funding strategies. He also holds the duty of Business Development Manager. He is a graduate of Miami University’s School of Business with a degree in Finance and has his MBA from the University of Cincinnati.

Mr. Niederhelman was a portfolio manager for Fifth Third Bank, managing equities for qualified retirement plans, not-for-profit organizations and trusts, and retired individuals. He also taught investment principles and strategies at the University of Cincinnati.

Mr. Niederhelman was a member of the Board of Directors of the Miami University Alumni Association from 1994 to 1998, and served as its President during his final year. He was also on the Board of Directors for the Sigma Phi Epsilon Housing Corporation.

Mr. Niederhelman is active in numerous civic, athletic and religious volunteer organizations.

Charlene is our Director of Operations. She is responsible for the coordination of all facets and departments of Lineweaver Financial Group, including marketing, customer service, underwriting and event planning. Charlene also oversees the Accounting and Human Resource departments. She is the media coordinator for the radio and television appearances made by the firm’s financial consultants.

Charlene earned her undergraduate degree from Miami University and has an MBA from the University of Cincinnati. Her previous work experience was in the fields of banking and investments. She has been an active volunteer member of many organizations, often in the leadership role, throughout the years her children were in school. She continues her volunteer work on the Church Worship Commission.

Brian has joined the Lineweaver team to implement new business development initiatives, including heading our 457 Deferred Compensation Division.  He is responsible for establishing ongoing communication and meetings with city departments to provide continued education and support to each municipality.  Brian also works to set up individual appointments with new and prospective clients.

Brian graduated from The University of Toledo with a Finance degree.  He is an avid sports fan and frequently goes to basketball and football games.  His hobbies include golfing, skiing, water skiing, and vacationing in warm climates.  He also enjoys spending time with his wife and their dog.

Nicole works as part of the Service and Processing Team. All applications are completed and submitted to the proper financial organizations through Service and Processing. Nicole processes the paperwork for all new business, establishes new accounts and initiates all account transfers. Nicole handles all aspects of any new business up until the point of delivery and then processes future investments or withdrawals and any other service related issues.

Nicole is a fan of most sports and still plays softball in the summer. She also enjoys spending time with her family, friends and traveling out west. Nicole is also a graduate of a Business Vocational program.

Angel is also part of the Service and Processing Team. She processes paperwork for new business, establishes new accounts and tracks the progress until contracts are issued. After issue, she is responsible for processing future investments, distribution requests and any necessary changes.

Angel and her husband are the proud parents of three young children including a set of twins. She imparts her artistic talent to her children by doing various arts and crafts. She is also a great cook and enjoys spending time with her extended family.

Amanda assists with the processing of all new business and the necessary follow-up to ensure the smooth transition of transfers and the establishment of new accounts. She also handles any and all client service issues such as change of address, change of beneficiary, Required Minimum Distributions, and withdrawals.  She also provides support to the Client Relations team by assisting with account summaries.  

Amanda graduated from Kent State University with a Bachelor’s Degree in Arts and Sciences. In her free time, she enjoys spending time outdoors, especially during the summer months. Amanda also loves Cleveland sports and enjoys going to games with her new husband.

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Kate conducts our Marketing activities. She handles all aspects of client and business marketing, including WealthWATCH educational programs, magazine articles, and television appearances. She also coordinates promotional materials.

Kate graduated from Grove City College with a Bachelor's Degree in Entrepreneurship.  She is enjoying living in the Cleveland area and spending time on the shores of Lake Erie with her new husband.

Diane handles the Internal Operations at Lineweaver Financial Group. She provides help and support in a variety of office duties. These include client services and support, computer input and client records, financial consultant licensing, and general office assistance.

Along with her Associate’s Degree in Secretarial Science from Myers University, Diane has continued her education with various computer classes. Previous experience includes executive secretarial positions, a managerial position with a direct sales firm, and many officer and board positions in her children’s parent-teacher organizations. She very much enjoys her three grown children and husband of over 30 years.

Amanda is a member of the Client Relations team. She coordinates the preparation work for client appointments, including Portfolio Reports, Summary Spreadsheets and Investment Downloads. She manages the financial consultants’ calendars. This includes scheduling appointments for annual reviews as well as new account packet appointments.

Amanda graduated from Ashland University with a Bachelor’s Degree in Finance and Marketing. She and her family are avid auto racing fans. They participate in races and Amanda herself has been known to get behind the wheel!

Kate is the office Receptionist. She welcomes clients and guests to the office. Telephone calls are received, directed and messages relayed through Kate to the appropriate person. She provides office support in order to ensure efficiency and effectiveness within the office and assists the Client Relations team with account summaries.

Kate graduated from Ohio State with a Bachelor’s Degree in International Studies.  She enjoys using her creativity to make new and exciting desserts. She also likes to play the guitar and piano.

Jim is our resident health insurance specialist. Utilizing his years of experience, Jim helps LFG clients protect their assets and well-being by making sure they have the health insurance options most appropriate for their situations. Jim spent many productive years with Anthem Blue Cross & Blue Shield, where during his tenure he was the top producer in the State of Ohio. In 2004, he and his wife Rhonda founded Legacy Health Benefits, Inc., a health benefits company which helps consumers find the most affordable, quality health care benefits as the cost of insurance escalates.

Jim was born and raised in Ohio, and graduated from Cleveland State University with a BBA in Finance. Jim and his wife Rhonda have two wonderful children.

Jack is intricately involved in the fulfillment of our Legal Document Audit and Development services. He has been practicing law for 23 years and prior to that spent 7 years as an accounting professional. Jack has been a member of the law firms of Hahn Loeser & Parks, Cassidy & Mottl, as well as Koscianski & Koscianski, which was founded by his father and has been in existence for 50 years. Jack’s legal and accounting expertise is an invaluable resource to LFG clients.

An Ohio native, Jack graduated from Cleveland State University with a degree in Accounting, and holds a law degree from the Cleveland-Marshall College of Law. Jack is also a Magistrate for the Parma Court System and a part-time law professor at Cuyahoga Community College.

Sandy is responsible for leading our tax planning and preparation services. Sandy is a licensed certified public accountant (CPA). He has over 25 years of public accounting experience working with individuals and businesses and has recently expanded into international tax services. Sandy has served on boards for local non-profit organizations, community organizations, and his local chamber of commerce. Sandy also teaches accounting and other tax courses at two community colleges. His experience and background offers our clients access to the highest quality tax preparation services.

Sandy is a graduate of Bryant University in Rhode Island. He enjoys being active in youth sports and serving as an official and coach. Sandy and his wife Sheryl have two young adult children.