Meet Our Team

LEADERSHIP

Derek Eichelberger CEO, SD Wealth Management Advisors Shareholder, SD & Co., Inc.

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Jason Staley Senior Wealth Manager
Shareholder, SD & Co., Inc.

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David Brinkman Partner & Senior Wealth Manager

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Michael Bucci Partner & Director of Fiduciary Services

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Gregg Daily Partner & Senior Wealth Manager

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James Moyer Partner & Senior Wealth Manager

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SD WEALTH MANAGEMENT ADVISORS / PERSONAL FINANCIAL SERVICES

Alissa Garcia Senior Wealth Manager

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Matt Biggs Senior Wealth Manager

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Demetrius Kokales Wealth Manager

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Kelly Murphy

Kelly Murphy Wealth Manager

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Megan Muller Wealth Manager

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Kaylin Olster Wealth Associate

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Patrick Kovach Wealth Analyst

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Victor R. Nichols Head of Private Investments

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Michael Divens Chief Operations Officer / Chief Compliance Officer

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Paulette Aites Director of Operations

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Christy Greek

Christy Greek Systems Manager

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Bernadette Burgoon Client Service Manager

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Julie Ann Boles Client Service Specialist

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James Stefanic

James Stefanic Client Service Specialist

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SD WEALTH MANAGEMENT ADVISORS / RETIREMENT SOLUTIONS

Kyle Zeller Director 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 Senior Manager of Fiduciary Services

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Miles Gibson Retirement Plan Manager

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Tyler Barnes Associate Retirement Plan Advisor

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Montana J. Nietert, MBA

Montana Nietert Associate Retirement Plan Advisor

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Michael Prosuk

Michael Prosuk Associate Retirement Plan Advisor

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Let’s Start the Conversation

Whether you’re planning for the future, managing complex wealth, or seeking guidance for your business, our team is here to help. Connect with a Schneider Downs advisor to see how our personalized, fiduciary-first approach can make a difference in your financial journey.

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