Meet the people who will lead you on your path to financial freedom.
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.
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.
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.
PAUL BREEN, CPA/PFS
Principal, Tax Advisors
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.
Jack Zhang, CFA®
Chief Investment Officer
As CIO, Jack oversees the implementation of strategic and tactical asset allocation strategies created by the WEALTHSTONE ADVISORS’ Investment Committee. Jack plays a key role in general asset allocation and portfolio construction and leads the firm’s investment research and due diligence efforts across equities, fixed income, and alternative investments.
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.
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.
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.
Heather Walters, FPQP™
Director, Asset Management | ARMADA
As Director of Asset Management 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.
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.
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.
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.
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.
Executive and Marketing Assistant
Melissa is our Executive and Marketing Assistant bringing to the company excellent organization and time management skills. Responsible for maintaining appointment schedules and coordinating meetings, conferences, teleconferences, and travel. Also, helps in planning and organizing client and internal events. She also assists in coordinating marketing strategies as directed and manages internal marketing projects. Melissa enjoys welcoming guests and customers by greeting them, in person or on the telephone, and answering or directing inquiries.
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.
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.
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.
Mike has over ten years of tax compliance and planning experience serving individual high-net worth clients along with businesses in the manufacturing, distribution, real estate, and service industries. Mike began his career in public accounting at KPMG in their Pittsburgh Office and most recently was a Manager in the federal tax group at a large regional accounting firm based in Columbus. His previous roles have provided a unique opportunity to work on clients of all different sizes from Fortune 500 companies to start-up firms.
Investment Operations Associate II
As an Investment Operations Associate, Shane is responsible for various investment operations functions such as daily trading, rebalancing, reporting, and quality control. Shane’s previous experience was focused in corporate accounting until he recently graduated from Ohio Dominican University with his master’s degree in finance and started with WEALTHSTONE ADVISORS.
Investment Operations Associate II
Dustin brings over 20 years of operations knowledge and leadership. As an Investment Operations Associate Dustin is responsible for a variety of WEALTHSTONE’s investment operational functions, including reporting, trading and oversight, tracking, and rebalancing. Dustin is a Defiance College graduate with an MBA and MBOL in Leadership.
Family Wealth Associate
Jan primarily focuses on supporting the Family Wealth Advisors team, by assisting with client relationship management, financial plan generation and implementation and ongoing client support.
His passion in life is to help others succeed through coaching and volunteer work. He currently volunteers his time to partner with Meals on Wheels, serving food to those in need. He also enjoys traveling, and spending time with his friends and family.
Colton joined WEALTHSTONE in the Fall of 2020, as a Tax Associate. He primarily focuses on preparation of tax returns for individuals and businesses, and also serves as company controller.