Your Team

Meet the people who will lead you on your path to financial freedom.

PAUL BREEN, CPA/PFS

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.

Read more about Paul.

PBreen@wealthstoneadvisors.com

jim wyland, ChFC®

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.

Read more about Jim.

JWyland@wealthstoneadvisors.com

Norm Cook

Norm Cook

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.

Read more about Norm.

NCook@wealthstoneadvisors.com

Brian Stertzer, CFP® CPA (inactive)

Brian Stertzer, CFP® CPA (inactive)

Managing Director 
Asset Management | 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.

Read more about Brian.

BStertzer@wealthstoneadvisors.com

Angela Neumann, CFP®, CAP®

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.

Read more about Angela

aneumann@wealthstoneadvisors.com

kevin kull, CFA®, cpa, mba

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.

KKull@wealthstoneadvisors.com

Cheryl Lutman, CFP®

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.

Read more about Cheryl.

CLutman@wealthstoneadvisors.com

Annie Sidwell

Annie Sidwell

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.

ASidwell@wealthstoneadvisors.com

Rachel McClure

Rachel McClure

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.

RMcClure@wealthstoneadvisors.com

Valerie Jones

Valerie Jones

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.

VJones@wealthstoneadvisors.com

Glenn Southwick, CPA

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.

GSouthwick@wealthstoneadvisors.com

Jack Zhang, CFA®

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.

JZhang@wealthstoneadvisors.com

Matt Kelly

Matt Kelly

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.

Read more about Matt.

MKelly@wealthstoneadvisors.com

Heather Walters, FPQP™

Heather Walters, FPQP™

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.

HWalters@wealthstoneadvisors.com

christopher rule, CFP®

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 a number of relationships. He also assists with operations for the asset management team, is the Director of Reporting for the ARMADA solution, and assists with WEALTHSTONE’s marketing efforts.

CRule@wealthstoneadvisors.com

Jed Kinderknecht, CPA

Jed Kinderknecht, CPA

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.

 

Jkinderknecht@wealthstoneadvisors.com

 

Steve nicklas, CPA

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.

SNicklas@wealthstoneadvisors.com

lynne mcmahon, CPA

lynne mcmahon, CPA

Tax Advisor

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.

lmcmahon@wealthstoneadvisors.com

Bonnie Lucas, CPA

Bonnie Lucas, CPA

Tax Advisor

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.

BLucas@wealthstoneadvisors.com

ROBERT BREEN

ROBERT BREEN

Tax Advisor

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.

RBreen@wealthstoneadvisors.com

Nancy Donner, CPA

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.

NDonner@wealthstoneadvisors.com

Debra Kocourek

Debra Kocourek

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.

DKocourek@wealthstoneadvisors.com

Nancy Kirchner, CPA

Nancy Kirchner, CPA

Tax Advisor

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.

NKirchner@wealthstoneadvisors.com

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