Meet Our Team

LEADERSHIP

Derek Eichelberger CEO, SD Wealth Management Advisors Shareholder, SD & Co., Inc.
Nancy Skeans Chief Compliance Officer, SD Wealth Management Advisors Shareholder, SD & Co., Inc.
Jason Lumpkin Shareholder, SD & Co., Inc.
David Brinkman Partner & Senior Wealth Manager
Jason Staley Partner & Chief Investment Officer (PFS)
Michael Bucci Partner & Director of Fiduciary Services

SD WEALTH MANAGEMENT ADVISORS / PERSONAL FINANCIAL SERVICES

Gregg Daily Senior Wealth Manager
James Moyer Wealth Manager
Alissa Garcia Wealth Manager & Communications Manager
Matt Biggs Wealth Manager
Michael Divens Manager of Research and Due Diligence
Sean McCann Investment Analyst
Demetrius Kokales Wealth Manager
Michael Curry Wealth Associate
Courtney Moriarty Wealth Analyst
Megan Muller Wealth Management Associate
Paulette Aites Director of Operations
Karen Werley Client Service Manager
Christy Greek Client Service Manager
Bernadette Burgoon Client Service Specialist
Jessica Ellicott Communications Specialist

SD WEALTH MANAGEMENT ADVISORS / RETIREMENT SOLUTIONS

Kyle Zeller Senior Manager of Fiduciary Services
Daniel Napierkowski Senior Manager of Fiduciary Services
Alex Papson Senior Manager of Fiduciary Solutions
Tyler Brose Senior Manager of Fiduciary Services
Kelly Murphy Retirement Plan Manager
Miles Gibson Retirement Plan Manager
Michael M. Clark Associate Retirement Plan Advisor

SD RETIREMENT SOLUTIONS

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 Associate Recordkeeping Specialist
Caleb Anderson Compliance Specialist
Rhonda Powell Compliance Specialist
Kayla Lombard Senior Contribution Specialist
Brittany Andrekovich Associate Contribution Specialist
Murlat Abdoo Associate Solutions Center Administrator
Lindsay Basciotta Retirement Solutions
Lindsay Basciotta Executive Assistant

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