Meet Our Team

Leadership

Nancy Skeans

CEO

SD Wealth Management Advisors

Shareholder

Schneider Downs & Co., Inc.

Jason Lumpkin

Practice Unit Leader

Retirement Solutions

Shareholder

Schneider Downs & Co., Inc.

Derek Eichelberger

Partner/Director of Investment Strategy

Personal Financial Services

SD WEALTH MANAGEMENT ADVISORS / PERSONAL FINANCIAL SERVICES

Don Linzer

Senior Advisor

SD Wealth Management Advisors

Shareholder

Schneider Downs & Co., Inc.

David Brinkman

Investment Relationship Manager

Jason Staley

Investment Relationship Manager / Director of Research and Due Dilligence

Victoria Rogers

Investment Advisor / Technology Manager

Alissa Garcia

Investment Relationship Manager

James Moyer

Investment Relationship Manager

Matt Biggs

Associate Investment Advisor

Paulette R. Aites

Director of Operations

Nick Mastrian

Manager of Portfolio Administration

Karen Werley

Client Service Manager

Amber Cranmer

Operations Specialist

SD WEALTH MANAGEMENT ADVISORS / Retirement Solutions

Kyle Zeller

Investment Relationship Manager

Daniel Napierkowski

Investment Relationship Manager

Michael Bucci

Director of Fiduciary Services/Investment Relationship Manager

Scott Rain

Manager of Consulting Services

Alex Papson

Manager of Business Development

Matt Biggs

Associate Investment Advisor

Tyler Brose

Associate Investment Advisor

SD Retirement Solutions

Head shot

Shad Fagerland

Senior Manager of Retirement Solutions

Anthony J. Margiotta

Senior Manager of Pension & Benefits

Nancy Hendrickson

Manager of Recordkeeping Services

Rebecca A. Kinderis

Senior Recordkeeping Specialist

Susan Paulauskas

Distribution Manager

Scott Rain

Manager of Consulting Services

Donna Wolfson

Senior Compliance Specialist

Caleb Anderson

Compliance Specialist

Emily Bonavoglia

Contribution Specialist

Noelle L. Harrold

Compliance Specialist

Kelly Michalides

Contribution Specialist

Erica A. Kernic

Executive Assistant

contact us

Map of Pittsburgh Office
Pittsburgh

One PPG Place, Suite 1700
Pittsburgh, PA 15222

sdwealthmanagement@schneiderdowns.com
p:412.697.5200     f:412.261.4876

Map of Columbus Office
Columbus

65 East State Street, Suite 2000
Columbus, OH 43215

sdwealthmanagement@schneiderdowns.com
p:614.621.4060     f:614.621.4062

Map of Columbus Office
Washington, D.C.

1660 International Drive
McLean, VA 22102

sdwealthmanagement@schneiderdowns.com
p:412.697.5200     f:412.261.4876