Meet the people who will lead you on your path to financial freedom.
PAUL BREEN, CPA/PFS
Principal, Tax Advisors
Paul is an owner and managing principal of WEALTHSTONE ADVISORS and its tax consulting and compliance services. He brings his extensive industry knowledge to bear when developing comprehensive financial advisory solutions.
jim wyland, ChFC®
Founder | Chairman
When he founded WEALTHSTONE ADVISORS in 1977, Jim had a vision for one-stop for clients to receive comprehensive financial advisory, wealth management, and consulting services for both personal and business needs. He has achieved that vision for 40+ years.
President | CEO
Norm serves as President and Chief Executive Officer of WEALTHSTONE ADVISORS and is a member of the firm’s Investment Committee. Norm is passionate about identifying and customizing strategies that can enable institutional and individual investors to achieve their long-term goals.
Brian Stertzer, CFP® CPA (inactive)
Managing Director, ARMADA
In addition to leading the asset management team, Brian is also responsible for pioneering the WEALTHSTONE ADVISORS multi-advisor ARMADA solution for high-net-worth individuals, family offices, endowments, and foundations.
Lee Caleshu, CFA®
Chief Investment Officer
Lee is the Chief Investment Officer for WEALTHSTONE ADVISORS, leading the development and maintenance of the strategic investment program that makes WEALTHSTONE so unique. Lee brings to WEALTHSTONE nearly 20 years of extensive experience, investment knowledge, and relationships with some of the most recognized managers in the industry.
Angela Neumann, CFP®, CAP®
Managing Director, Family Wealth Advisors
Angela is the Managing Director of Family Wealth Services for WEALTHSTONE ADVISORS. She leads the team of Family Wealth Advisors who guide our clients through complex financial decisions to help them realize their most important life goals. Angela also serves as the lead advisor for a select group of WEALTHSTONE families.
kevin kull, CFA®, cpa, mba
Director, Investment Operations
Drawing from his broad range of credentials and expertise, Kevin provides daily leadership related to all aspects of WEALTHSTONE ADVISORS’ investment team and provides additional support to the Chief Investment Officer.
Cheryl Lutman, CFP®
Senior Family Wealth Advisor
With over 20 years of experience working with clients with complex financial lives plus her extensive educational and industry knowledge, Cheryl develops comprehensive plans for our clients that are imbued with her passion for service.
Family Wealth Advisor
Annie is a Family Wealth Advisor at WEALTHSTONE ADVISORS, responsible for guiding clients through the complexities of financial decision-making. In this role, Annie walks alongside clients through comprehensive financial planning, portfolio design, and understanding intergenerational wealth.
Client Service Associate
Rachel McClure is WEALTHSTONE ADVISORS’ trusted Client Service Associate, handling all aspects of administration for institutional and individual investors. Rachel keeps WEALTHSTONE’s office running smoothly by performing a wide array of duties, including updating and maintaining client accounts, transactions and documents.
Managing Director, Insurance
John brings over 20 years of industry experience to the WEALTHSTONE ADVISORS’ team of high-level insurance planning and negotiating life settlement cases. His estate planning expertise has enabled him to provide a unique end result and has saved clients on estate and gift taxes.
Glenn Southwick, CPA
Chief Administrative Officer
Providing leadership and oversight in all areas, Glenn serves as WEALTHSTONE ADVISORS’ Chief Administrative Officer and Chief Compliance Officer. His responsibilities include management of technology and operations.
Jack Zhang, CFA®
Managing Director, Research and Risk Management
Jack oversees the implementation of strategic and tactical allocation strategies created by the WEALTHSTONE ADVISORS’ Investment Committee. Jack plays a key role in WEALTHSTONE’s investment and research process, building and managing multi-factor models that enhance risk monitoring abilities at the individual investment and overall portfolio levels.
Director, Real Estate and Business Development
Using his entrepreneurial and investment experience, Matt is uniquely positioned to help clients identify their needs and connect them with the right team within WEALTHSTONE ADVISORS divisions. He also supports the client experience and marketing strategy.
Director, Client Services, ARMADA
As Director of Client Services for WEALTHSTONE ARMADA, Heather is responsible for managing the relationships of this multi-advisor solution offered to high-net-worth individuals, family offices, endowments, and foundations. Heather brings over 12 years in the financial industry spanning relationship management and operations.
Manager, Insurance Advisors
Valerie’s area of expertise is insurance planning where she assists the client by identifying, implementing, and maintaining the correct insurance products to meet their needs. Additionally, she works closely with our chief compliance officer to maintain regulatory compliance procedures.
christopher rule, CFP®
Family Wealth Advisor
Chris is a member of the planning team, developing comprehensive plans for clients and serves as lead advisor for several individuals. He also serves as an investment operations associate for WEALTHSTONE ADVISORS’ asset management team, coordinates reporting for the ARMADA solution, and assists with WEALTHSTONE’s marketing efforts.
Gina Grote, CPA, ABV
Senior Tax Advisor
Businesses and business owners have complexities that Gina is uniquely qualified to handle. With her experience, she is able to work in tax compliance, planning, business valuation and helps small business owners with strategic and long-term planning.
Steve nicklas, CPA
Senior Tax Advisor
Steve’s primary focus is on income tax compliance and planning services for businesses and partnerships, as well as business accounting. He takes pride in providing simplified solutions to complex problems.
lynne mcmahon, CPA
Lynne’s primary responsibility is tax return preparation for businesses and individuals, as well as reviewing and creating tax projections. She continues to expand on that, playing a key role in helping her clients define and achieve their objectives.
Bonnie Lucas, CPA
With more than 30 years of tax and wealth planning, Bonnie provides a unique depth of experience to our clients. Her 18+ years at WEALTHSTONE ADVISORS are a testament to the rare longevity and continuity experienced at WEALTHSTONE by both our associates and our clients.
While Robbie’s primary focus is on individual taxation with a secondary focus on partnership and fiduciary taxation, his responsibilities don’t end there. He also serves as company controller.
Nancy Donner, CPA
Senior Tax Advisor
For more than 25 years, Nancy has specialized in individual taxation and estate and trust administration with WEALTHSTONE ADVISORS. Her extensive client and corporate knowledge plays a crucial part in her mentoring of our newer tax associates.
Account Operations Specialist
All WEALTHSTONE ADVISORS’ investment clients are impacted by Debra’s expertise. She is the primary point of contact with the firm’s Schwab Service Team and has knowledge of account opening and money movement procedures. Debra has over 20 years of experience in the business world working with clients and helping to manage their accounts.
Managing Director, Tax Advisors
Jed is the managing director of WEALTHSTONE TAX ADVISORS. He specializes in helping businesses with tax planning and integrating technology to streamline their accounting functions.
Jed has been in the industry for over 12 years and was a high school math teacher before becoming a CPA. A graduate of the Asbury University, he is a member of the Ohio Society of Certified Public Accountants and an Advanced QuickBooks ProAdvisor.
Nancy Kirchner, CPA
Nancy is a tax advisor with WEALTHSTONE ADVISORS, preparing and reviewing business, individual, and private foundation tax returns.
Prior to joining WEALTHSTONE, Nancy worked as a Tax Manager for Blue and Co. LLC where she prepared and reviewed business, individual, and non-profit tax returns and advised clients on tax planning and compliance. She was a member of the firm’s non-profit and tax committees.