WEALTHSTONE ADVISORS has been in the wealth management business since it was founded over 40 years ago. We work with individuals, families, and business owners providing an integrated approach to managing the various aspects of their financial affairs over the many cycles of wealth ownership.
A trusted Client Service Associate for WEALTHSTONE, Rachel McClure keeps our office running smoothly by performing a wide array of duties, including updating and maintaining client accounts, transactions and documents. In the community, Rachel is active in her church, Five14 Church in New Albany, where she serves as a Youth Leader. Along with her husband, Andrew, she also leads a young adult married small group with four other couples.
Cheryl Lutman has over 20 years of experience working with clients with complex financial lives, and develops comprehensive plans for their financial futures that are imbued with her passion for service. Cheryl is an active member of her church community at Jerome UMC in Plain City, where she served on the Leadership Team for 6 years, is a member of the choir, and leads a women’s group. She also has served with a variety of other organizations, most notably on the Board of the multi-year-PBS-award-winning Auction 34! for more than 10 years. In her free time she enjoys crafting, gardening and making music.
A member of the planning team and Director of Reporting for the ARMADA solution, Chris Rule is passionate about sharing his knowledge to educate others. As a CFP, he is a member of the FPA and their NexGen Group, and serves as Pro Bono Chair of the Central Ohio FPA Chapter. Chris also serves as the VP of Communication for the Colonial Hills Civic Association, is a Deacon at Cornerstone Community Church, is active in Kingdom Advisors, and plays hockey in the Chiller Men’s League as a defensemen for the Inglewood Jacks. Chris and his wife have three children, Luca 6, Isabella 4, and Gioia 1.
With her expertise in insurance planning, Valerie Jones assists clients by identifying, implementing, and maintaining the correct insurance products to meet their needs. She also works closely with our chief compliance officer to maintain regulatory compliance procedures. In her free time she supports Special Olympics, and enjoys gardening and crocheting. She also spends time studying for her CFP designation, and generally “handling life’s curve balls”.
As the Managing Director of Family Wealth Services for WEALTHSTONE ADVISORS, Angela Neumann leads clients through complex financial decisions to help them realize their most important life goals. Active in the community, Angela volunteers at the homeless shelter serving meals and visiting with guests at the Columbus Dream Center, is a Foundation Board Member of Columbus State Community College and serves as the Committee Chair for Student Financial Stability, and is active with Leave a Mark Church.
Annie Sidwell is a Family Wealth Advisor, responsible for guiding clients through the complexities of financial decision-making. Annie is also very active with the Women 4 Women initiative at WEALTHSTONE, and the proud aunt of eight nieces and nephews who are all 10 years old and younger. If that doesn’t keep her busy enough, she is a participant in the Susan G. Komen 3 Day, which is a 60-mile walk to support the fight to end breast cancer.
Pete Klingelhofer is the Chief Investment Officer of WEALTHSTONE Asset Management, developing portfolio strategy for WEALTHSTONE and overseeing the WAM team operations. With over 23 years of experience in the Investment Management industry as an analyst and portfolio manager, Pete is a current member of the CFA Society of Columbus. Pete lives in Bexley, Ohio, with his wife and five children, where he has been actively involved in coaching youth sports, including lacrosse and basketball, and is an active member of Bexley United Methodist Church.
Melissa Welch is the Executive and Marketing Assistant assisting with a myriad of activities from coordinating meetings, planning events, and greeting guests. In addition to her work at WEALTHSTONE, Melissa is a motivational speaker for The Ohio State University Bariatric Program and volunteers to teach bariatric patients how to exercise as a personal trainer certified by the American Council on Exercise.
A recent graduate of The Ohio State University, Margaret Xu is an Investment Operations Associate responsible for assisting daily investment operations. She enjoys cooking with her husband, restoring the taste of her favorite Chinese food. She is active with the Greater Columbus Chinese Chamber and the OSU Alumni Association.
This was prepared by WEALTHSTONE ADVISORS, a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. For more information please visit: https://adviserinfo.sec.gov/ and search for our firm name. This is for informational purposes only. Past performance is not indicative of future results, and no investment strategy or risk management technique can guarantee return or eliminate risk. All opinions and estimates constitute the firm’s judgment as of the date indicated and are subject to change without notice.