SDRETIREMENTSOLUTIONS.COM - Key Persons
Job Titles:
- Manager of Fiduciary Solutions
A Pittsburgh native and self-proclaimed ‘foodie', Alex enjoys eating out and exploring the city with his Wife, Emily, and Daughter, Georgia Ann. The Papson's reside in the North Hills of Pittsburgh near their extended families.
Job Titles:
- Investment Relationship Manager / Communications Manager
Alissa began her career in the financial services industry in 2015, and has developed and maintained relationships with high-net-worth individuals, as well as non-profit organizations. Prior to entering the financial services industry, her career experience includes national, state, and local political campaigns, and issue advocacy organizations. On the surface, it is difficult to see how those two career paths could intersect, but she has combined her natural and developed skills into to a three-pronged position at Schneider Downs Wealth Management Advisors. As a problem solver, Alissa is heavily involved in the financial planning process, and is responsible for advising her own clients, and also serves as a support advisor to the other Investment Relationship Managers and the CEO. Most recently, Alissa has redesigned the SDWMA website and has developed a marketing management role, building and implementing a marketing plan from the ground up.
Alissa lives in the North Hills of Pittsburgh with her husband, daughter, and three dogs, Willie, Stella, and Rooster. She enjoys hiking and outdoor activities, traveling and experiencing new cultures and adventures with her family, and trying new restaurants.
Job Titles:
- Senior Manager of Pension & Benefits
Anthony began his career with Schneider Downs in July 2001 and has worked tirelessly with clients from a variety of industries to address their compliance and administration issues for their qualified benefit plans. These duties include annual compliance testing, Form 5500 filings, and providing consultation for optimal plan design.
Anthony lives with his wife, Stephanie, and sons, Joseph and Dominic, in Monroeville, PA. He enjoys spending time coaching youth baseball, reading and is an avid runner.
Education
B.S. in Business Administration, The Ohio State University
Master of Business Administration, Duquesne University
Caleb joined the firm as a SD Retirement Solutions Intern in the summer of 2016 and assisted in various plan administration tasks. Upon graduation he joined the team full time in May 2017. His duties include reporting, discrimination testing, and preparation of Form 5500 and other tax forms associated with qualified retirement plans.
Education
B.S. in Management Information Systems, Pennsylvania State University (Erie)
Job Titles:
- Client Service Specialist
Christy serves as our Client Service Specialist and is based in the Columbus, OH office. Working in the financial services industry since 2012, Christy's expertise is in client service and onboarding practices. During her prior experience, Christy developed new operational procedures and best practices to drive efficiencies and now brings that same creativity to our firm. She also has experience as a junior advisor, where she created balance sheets, built financial plans, developed asset allocations, and was involved in trading.
Christy lives on the southwest side of Columbus with her husband, children, and five dogs. She enjoys spending time outside, traveling, and visiting her family in NC. She also enjoys working out with her husband at their gym.
Education
B.S in Business Administration, Franklin University
B.S. in Human Resources, Franklin University
Job Titles:
- Senior Relationship Manager
Dan spends many of his days on-site with plan participants to assist with retirement plan portfolio construction, monitoring, and education. On an individual level, he is also available to help participants develop a financial plan to help meet their retirement needs and goals. At the plan sponsor level, Dan participates in client Investment Committee meetings. In these meetings, Dan provides an in-depth review and analysis of investments on the Plan's platform, benchmarking analysis of plan fees, and review of plan participant demographics.
Dan lives in New Kensington, PA with his wife, Lynda, his son, Owen, and their dog, Charlotte. When he's not attending a Pitt Panthers football game, or cheering on the Pittsburgh Pirates, Steelers, and Penguins, you can find Dan out biking or reading.
Job Titles:
- CFP®, CPFA
- Investment Relationship Manager With Schneider Downs Wealth Management Advisors
- Partner / Investment Relationship Manager
- Partner and Investment Relationship Manager
David is a Partner and Investment Relationship Manager in our Columbus, OH office and has worked in the financial services industry since 2006. He predominantly works with high-net-worth individuals and families, not-for-profit entities, and retirement plans advising on various topics including holistic financial planning, income tax optimization, asset allocation, portfolio construction, and estate planning strategies. Dave's well-rounded financial education and past experience have provided him with the skills to specialize in the development and execution of comprehensive financial plans to help clients meet their short and long-term financial goals. As a former financial analyst, David is actively involved in the firm's investment research process including strategic portfolio construction, on-going investment due diligence of new and existing investment managers, and other ad-hoc research.
David lives in Powell, OH with his wife, Holly, and his three children, Scarlett, Olive, and Crosby. When not spending time with his family, he enjoys playing golf.
Have you ever wondered how you should spend your tax refund? David Brinkman, investment relationship manager with Schneider Downs Wealth Management Advisors
Job Titles:
- Associate
- Investment Advisor
Demetrius has been in the wealth management industry since 2015. In his path to becoming an Associate Investment Advisor with Schneider Downs Wealth Management Advisors, he gained expertise in financial planning by working with high to ultra-high net worth clients in risk management, asset allocation strategy, and retirement income solutions. He greatly enjoys working with people to ensure that they understand their financial situation in order to make sound investment decisions. Prior to joining SDWMA, Demetrius has worked with families and individuals to create holistic financial plans as a road map to achieving their goals and aspirations in life. He previously worked with and lead the financial planning departments of his prior firms to help them substantially cultivate and grow. In addition, he was able to instrumentally add value, quality, and effectiveness to the financial plans being built for clients. He strives to provide transparency and value to each person that he gets the opportunity to work with.
Demetrius has a strong passion for learning about investment strategies from experienced financial professionals. He enjoys reading, watching movies and sports, and traveling. He currently lives in Plum, PA with his wife, two children, and chocolate lab.
Job Titles:
- Managing Partner
- Director of Investment Strategy at Schneider Downs Wealth Management Advisors, Provides Insight into Maintaining Composure in a Poor
- Member of the Leadership Team of Schneider Downs Wealth Management Advisors
Derek has more than 20 years of experience in the financial services industry. Throughout his career, he has advised high-net-worth individuals, foundations, endowments, and retirement plans on a broad list of topics including: asset allocation, investment policy design, portfolio management, investment manager due diligence and financial planning.
As an integral member of the leadership team of Schneider Downs Wealth Management Advisors, Derek serves as Managing Partner. Committed to seeking positive growth in all of his relationships, Derek is not only devoted to his clients, but also diligently mentors and guides the advisors and staff of SDWMA.
Derek resides in Wexford, PA with his wife, Barbara, and his three children, Dylan, Ava, and Ethan. He enjoys playing soccer, watching movies, and spending time with his family and their two dogs.
Derek Eichelberger, director of investment strategy at Schneider Downs Wealth Management Advisors, provides insight into maintaining composure in a poor
Erica joined SD Retirement Solutions in February 2018 as an executive assistant. Prior to that, she spent two years as an assistant in the financial services industry. Erica's role includes coordinating day-to-day firm matters, including fielding client calls and emails, initiating client mailings and everything in between!
Erica lives on Mount Washington in Pittsburgh. When she is not at work, she enjoys shooting t-shirts at PNC Park as she works part-time for the Pittsburgh Pirates in The Bucco Brigade.
Education
B.S. in Business Administration-Marketing, Slippery Rock University of Pennsylvania
Job Titles:
- Investment Relationship Manager
James has been in the financial services industry since 2013. Prior to joining Schneider Downs, James was an Investment Advisor with a large trust bank, where he developed the skills required to advise the clientele of Schneider Downs Wealth Management Advisors. A former member of the Air National Guard (USAF), James brings a high level of determination and commitment that is proven through how he assists his clients to achieve their financial goals and grow their net worth. Specializing in asset allocation, portfolio construction, and financial planning, his well-rounded capabilities provide him the ability to assist clients in creating investment strategies customized to their specific goals and objectives.
His growing passion for investments and research has led him to pursue the Chartered Financial Analyst designation. We are proud to announce that he has successfully passed level one of the three-part program.
James lives south of Pittsburgh with his wife, Nichole, his two kids, and his dog, Sophie. When he is not tending to the never-ending needs of a toddler, James enjoys golfing and football.
Job Titles:
- Shareholder / Schneider Downs & Co., Inc.
Jason has more than 19 years of qualified retirement plan experience, primarily serving middle market, closely held businesses. His background includes plan design, documentation reporting, participant education, and ongoing administration for defined contribution plans, including employee stock ownership plans.
Jason joined Schneider Downs in the Retirement Solutions practice in January, 2000. He currently serves as a Practice Unit Leader for SDAdvantage Retirement Solutions, LP (SDARS) and his duties include client relations, new business conversion, the management of the SDARS recordkeeping platform, plan design and compliance consulting, and plan corrections.
He received his Qualified 401(k) Administrator (QKA) credential from the American Society of Pension Professionals and Actuaries (ASPPA) in 2011 and obtained his Accredited Investment Fiduciary (AIF®) certification in 2017. In 2012, Jason was awarded the Martin Rosenberg Academic Achievement Award by ASPPA. The Award annually recognizes topperforming ASPPA examination candidates on credentialed exams.
Job Titles:
- Partner / Chief Investment Officer ( PFS )
Jason has worked in the financial services industry since 2007 advising ultra-high net worth families and institutions. As Partner and Chief Investment Officer of the Personal Financial Services group, Jason leads the Schneider Downs Wealth Management Investment Committee and is entrusted with sources of new investment strategy opportunities and the ongoing maintenance and monitoring of the SDWMA Investment Platform.
While Jason's vast investment knowledge certainly qualifies him to advise the high-net-worth individuals and families, endowments, and foundations at Schneider Downs Wealth Management Advisors, his commitment to the clients' best interests and to their needs and goals are truly what sets him apart. For this reason, he has additional responsibilities advising the clients of the Schneider Downs Private Family Office. Specializing in asset allocation and portfolio construction, Jason assists clients in creating investment strategies customized to meet their specific goals and objectives.
Jason lives in Mt. Lebanon, PA with his wife, Britt, and his daughters, Caroline and Claire. He enjoys spending time with his family, reading political biographies and history books, watching football, and taking spinning classes.
During her more than 26 years in the financial services industry, Karen has held marketing, compliance, operations and client service positions. She even spent two years as a personal chef before joining Schneider Downs Wealth Management in 2005. Karen's current position as our Client Service Manager gives her the opportunity to do what she likes most, talk to our clients and offer her assistance with their day-to-day needs. She also works with our custodians to resolve issues, and provides support to the group's investment professionals.
Karen is the proud mom of two adult children, a son and a daughter, and happy grandmother (known as O.G. - Other Grandma), of two adorable grandsons. She and her husband, Scot, spend their spring, summer and early fall weekends sailing one-design sailboats on the Pymatuning Reservoir. She still loves to cook, often volunteering her skills for group events.
Kayla has worked in customer service for many years, and enjoys lending a helping hand. Kayla's role includes processing contributions in a timely manner with a strong attention to detail, and assisting where needed.
When Kayla isn't working, she enjoys painting, being outdoors, and spending time with her family and her dog.
Job Titles:
- Senior Retirement Plan Advisor
Kelly joined Schneider Downs Wealth Management Advisors with nearly 20 years of experience in the financial services industry. During Kelly's tenure in financial services, she has created and maintained relationships with high net worth individuals, as well as defined contribution plans. She enjoys the facilitation of being a "quarterback" to an individual's wealth planning, as well as the coordination of the many aspects involved, such as educational expense savings, estate planning, and charitable gift planning. Kelly is excited to join the SDWMA team to continue to develop established, trusted relationships, and help to create new opportunities.
Kelly lives in Columbus, Ohio, and in her free time, enjoys volunteering with the Ronald McDonald House of Central Ohio. She also enjoys attending concerts and traveling with friends.
Job Titles:
- Senior Relationship Manager
Kyle works out of our Columbus, OH office. He is the primary relationship manager for many of the Corporate retirement plans at Schneider Downs Wealth Management Advisors and provides fiduciary guidance to plan sponsors and committees. Beginning his career in the brokerage world, Kyle's dedication to acting in the client's best interest led him to SDWMA. Kyle plays a key role with plan sponsors in terms of investment menu oversight, plan design, fiduciary governance and participant metric reviews. He also works with participants and individual clients with a focus on retirement planning and asset allocation investment strategies.
Kyle lives in Dublin, OH with his wife, Beverly, his daughter, Reagan, and stepchildren, Haley and Colin. He enjoys spending time with his family outdoors and playing golf.
Job Titles:
- Director of Fiduciary Services
Mike leads the Investment Advisory practice for the retirement plan services of Schneider Downs Wealth Management Advisors, and has been with Schneider downs for 10 years. With his experience and education, Mike's skills have led him to this role which includes designing the initial investment plan menu, building and maintaining the risk-based model portfolio construction, and continued manager due diligence while acting in either a 3(21) or 3(38) capacity. Additionally, Mike personally services plans from the Plan Sponsor level to establish governance and to maintain compliance with ERISA. Beyond traditional 404(c) advisory services, Mike plays a role in the overall operations, marketing, sales, and training for Retirement Solutions.
Job Titles:
- Associate Retirement Plan Advisor
Through his experience in the financial services industry, Miles has developed his knowledge of assisting individual clients with setting financial retirement goals and creating actionable plans to reach them. As Retirement Plan Advisor, Miles is entrusted with servicing retirement plan participants, as well as providing additional financial services. Prior to joining Schneider Downs, Miles served 3 years as an Intelligence Officer with the United States Marine Corps and remains in the Reserves.
Miles lives in downtown Pittsburgh, PA. He enjoys fitness, playing golf, and spending time with his family and friends.
Education
B.S. in Finance and Marketing, University of Pittsburgh
Job Titles:
- Manager of Recordkeeping Services
Nancy joined Schneider Downs & Co., Inc. in 2006. In 2012, Nancy left to pursue a nursing career, and then returned to the company and transitioned to her role within SD Retirement Solutions in 2015.
She is the ‘Jane of all trades' of the team and works with clients to translate plan documents into the recordkeeping system and retirement website. In addition, she manages the contribution processing for our retirement plans and is responsible for the accuracy and production of participant quarterly statements, the operation of the retirement website, and any special project requests.
Job Titles:
- CEO
- CEO of Schneider Downs Wealth Management Advisors Spoke With the Pittsburgh Business Times Regarding the Progression of Roth IRAs Due to .
- CFP
Nancy has more than 25 years of experience providing financial consulting, investment management and tax planning services to corporate executives, high-net-worth individuals, foundations and pension plans. She joined Schneider Downs Wealth Management Advisors (SDWMA) in 2003 and became a partner in 2009. Nancy served as the Managing Director of the Personal Financial Services practice until she was named CEO of the SDWMA in 2017. In 2018, she was asked to become a Shareholder of Schneider Downs & Co., Inc.
As the CEO of SDWMA, she oversees the strategic and day-to-day operations of the wealth management firm. Additionally, Nancy is actively involved in her client relationships, investment strategies and is a voting member of the firm's Investment Committee. Prior to joining SDWMA, Nancy spent many years as an Investment and Tax Advisor to high-net worth individuals in a private firm in the Pittsburgh area. She began her career in finance and accounting at Deloitte & Touche after separating from the United States Air Force at the rank of Captain.
Nancy Skeans, CEO of Schneider Downs Wealth Management Advisors spoke with the Pittsburgh Business Times regarding the progression of Roth IRAs due to ...
Job Titles:
- Manager of Portfolio Administration
Nick began his career in the financial services industry in 2008, and has developed knowledge in operations, trading, and reporting across a breadth of investment products. As Manager of Portfolio Administration, Nick is entrusted with the organization and maintenance of data integrity and performance. He also serves as the liaison for our custodians, systems, and other partners, to identify issues and process improvement.
Nick lives in Cranberry Township, PA with his wife, Meagan. He enjoys spending time with his friends and family, following Pittsburgh sports, and traveling to breweries across the country.
Education
B.S. in Economics, Slippery Rock University
Noelle has been in the retirement services industry since 2010 and joined Schneider Downs in 2018. She prepares Annual Plan Valuations, Annual Discrimination Testing, and calculates employer contributions for Defined Contribution Plans. She also prepares Form 5500, as well as other tax forms associated with qualified retirement plans, for SD Retirement Solutions clients.
Noelle lives in Latrobe, PA and enjoys spending time with friends and family, playing tennis, trying new restaurants and breweries, and working on her pottery in the art studio.
Job Titles:
- Senior Recordkeeping Specialist
Job Titles:
- Manager of Consulting Services
Scott has the responsibility of providing assistance with client relations, technical research, participant education and problem resolution. Scott's background also includes providing financial consulting and tax planning services to corporate executives. His diverse background allows for the team to offer support with the broad range of issues facing our clients.
Scott lives in Harrison City, PA with his wife, Carrie and his two children, Emma and Owen. He enjoys spending time with family and friends, watching sports and playing golf.
Sean joined the firm as a SD Wealth Management Advisors Intern in the summer of 2019 and assisted in various portfolio administration and due diligence tasks. Upon graduation, he worked at a large multinational bank as a portfolio accountant before rejoining the team full time in January 2021. His duties include investment research and due diligence, as well as acting as secondary support to advisors when necessary.
Sean lives in O'Hara Township, PA. He enjoys spending time with his friends and family, watching soccer and hockey, and partaking in high energy outdoor hobbies like skydiving and scuba diving.
Job Titles:
- Senior Manager of Retirement Solutions
Shad is an attorney with more than 17 years of experience as an employee benefits specialist. At SD Retirement Solutions, he helps employers design and administer their employee benefit plans, including qualified retirement plans (such as 401(k) plans and ESOPs), health and welfare plans, and nonqualified deferred compensation arrangements.
Prior to joining Schneider Downs, Shad served for three years in the Office of Chief Counsel of the Internal Revenue Service, where he drafted guidance on issues impacting employee benefit plan sponsors. His published guidance spans topics such as health reimbursement arrangements (HRAs); health savings accounts (HSAs); tax treatment of same-sex spouses; and employer reporting of offers of health coverage on IRS Forms 1094-C and 1095-C.
Susan manages the SD Retirement Solutions Distribution Department. She works directly with plan participants, plan sponsors, and multiple custodians to ensure open and concise communication as it pertains to timely and accurate day-to-day functions of retirement loan and distribution processing. In addition, Susan coordinates the quarterly invoicing for all administrative, recordkeeping, investment advisory, and custody retirement plan fees.
Susan lives in Ross Township with her husband, Mike. She enjoys spending time with her two grown children, traveling, reading, and bike riding. She has been with our firm for over 11 years.
Job Titles:
- Senior Retirement Plan Advisor
Tyler has been in the financial services industry since 2016, and recently joined Schneider Downs Wealth Management Advisors. His experience in asset allocation and portfolio construction made him an excellent candidate for the SD Retirement Solutions Team. When Tyler is providing on-site investment advice, education, and on-going service to retirement plan participants, he focuses on explaining the importance of retirement planning and investment allocation to meet your financial goals. Behind the scenes, he also assists the team with investment research and manager due diligence.
Tyler lives in Shadyside (east end of Pittsburgh) with his wife, Haley. He enjoys spending time with friends and family, playing golf, trying new restaurants, and engaging in outdoor activities.