Meet the people who will lead you on your path to financial freedom.
PAUL BREEN, CPA/PFS
Principal, Tax Advisors
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)
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.
Angela Neumann, CFP®, CAP®
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.
Brad Peterson, CLU, LLIF
Managing Director of WealthStone Insurance Consultants, Inc.
Brad brings over 30 years of Life Insurance experience to the WEALTHSTONE ADVISORS team of sophisticated insurance planning. His technical knowledge of life insurance products and design expertise has enabled him to provide clients with enhanced performance of their insurance portfolio.
Investment Operations Associate
As an Investment Operations Associate, Margaret is responsible for assisting daily investment operations such as maintaining account database, trading, rebalancing, tracking investment performance and producing reports. Margaret recently graduated from The Ohio State University with a master’s degree in Finance and a BSBA in Finance.
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.
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.
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.
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.
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.
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.
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.
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.
Administrative Coordinator, Tax Advisors
Theresa assists the Tax Advisors with all administrative aspects of the tax return process. In this role, Theresa helps to ensure that the process operates at maximum efficiency by exercising a wide array of responsibilities including tracking the status, and documenting all stages, of the preparation of each client’s tax return.