Meet Our TEAM

Experts at your service.

PAUL BREEN, CPA/PFS

PAUL BREEN, CPA/PFS

Owner

Paul is an owner and managing principal of WealthStone 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@wealthstone.net

jim wyland, ChFC®

jim wyland, ChFC®

Founder/Owner

When he founded WealthStone 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@wealthstone.net

Norm Cook

Norm Cook

President and CEO

Norm serves as President and Chief Executive Officer of WealthStone 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@wealthstone.net

Brian Stertzer, CFP®

Brian Stertzer, CFP®

Managing Director of Armada

CPA (INACTIVE)

In addition to leading the asset management team, Brian is also responsible for pioneering the WealthStone multi-advisor Armada solution for high-net-worth individuals, family offices, endowments, and foundations.

Read more about Brian.
BStertzer@wealthstone.net

Lee Caleshu, CFA®

Lee Caleshu, CFA®

Chief Investment Officer

Lee is WealthStone’s Chief Investment Officer, leading the development and maintenance of the strategic investment program that makes WealthStone so unique. Lee brings to WealthStone nearly 20 years of extensive experience, investment knowledge, and relationships with managers that are unparalleled in the industry.

LCaleshu@wealthstone.net

kevin kull, CFA®, cpa, mba

kevin kull, CFA®, cpa, mba

Director of Investment Operations

Drawing from his broad range of credentials and expertise, Kevin provides daily leadership related to all aspects of WealthStone’s investment team and provides additional support to the chief investment officer.

kkull@wealthstone.net

Cheryl Lutman, CFP®

Cheryl Lutman, CFP®

Senior Financial 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@wealthstone.net

Rachel McClure

Rachel McClure

Client Service Associate

Rachel McClure is WealthStone’s 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@wealthstone.net

Annie Sidwell

Annie Sidwell

Family Wealth Advisor

Annie is a Family Wealth Advisor at WealthStone, 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@wealthstone.net

John Scott

John Scott

Director of Insurance

John brings over 20 years of industry experience to the  WealthStone team of high-level insurance planning and negotiating life settlement cases. His estate planning expertise has enabled him to provide a unique end result and has saved clients on estate and gift taxes.

Read more about John.

JScott@wealthstone.net

Glenn Southwick, CPA

Glenn Southwick, CPA

Chief Administrative Officer

Providing leadership and oversight in all areas, Glenn serves as WealthStone’s chief administrative officer and chief compliance officer. His responsibilities include management of technology and operations.

GSouthwick@wealthstone.net

Jack Zhang, CFA®

Jack Zhang, CFA®

Director of Risk Management

Jack oversees the implementation of strategic and tactical allocation strategies created by the WealthStone 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@wealthstone.net

Gina Grote, CPA, ABV

Gina Grote, CPA, ABV

Tax Advisor

Businesses and business owners have complexities that Gina is uniquely qualified to handle. With her experience, she is able to work in tax compliance, planning, business valuation and helps small business owners with strategic and long-term planning.

GGrote@wealthstone.net

Matt Kelly

Matt Kelly

Director of 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’s divisions. He also supports the client experience and marketing strategy.

Read more about Matt.

MKelly@wealthstone.net

Jordan Acer CIMA®, CFP®

Jordan Acer CIMA®, CFP®

Director of Wealth Planning

In addition to providing oversight and direction to the Wealth Planning department, Jordan also serves as lead advisor for several individuals and families.

Read more about Jordan.

JAcer@wealthstone.net

Valerie Jones

Valerie Jones

Manager of Insurance Services

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@wealthstone.net

lynne mcmahon, CPA

lynne mcmahon, CPA

Tax Associate

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@wealthstone.net

Astrid Kreidl

Astrid Kreidl

Client Communications Coordinator

With a flair for the artistic, Astrid is not limited to her primary responsibility to oversee client communications, proposals, agreements for service, and IPS preparation. She frequently collaborates across departments and is the resident photography expert.

AKreidl@wealthstone.net

Steve nicklas, CPA

Steve nicklas, CPA

Tax Associate

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@wealthstone.net

Lisa Kocher

Lisa Kocher

Administrative Coordinator

Lisa coordinates the complexities of the tax planning department. With her attention to detail and project management experience, she ensures that things remain organized as we serve our many clients.

LKocher@wealthstone.net

Nancy Donner, CPA

Nancy Donner, CPA

Tax Associate

For more than 25 years, Nancy has specialized in individual taxation and estate and trust administration with WealthStone. Her extensive client and corporate knowledge plays a crucial part in her mentoring of our newer tax associates.

NDonner@wealthstone.net

Bonnie Lucas, CPA

Bonnie Lucas, CPA

Tax Associate

With more than 30 years of tax and personal financial planning, Bonnie provides a unique depth of experience to our clients. Her 18+ years at WealthStone are a testament to the rare longevity and continuity experienced at WealthStone by both our associates and our clients.

BLucas@wealthstone.net

ROBERT BREEN

ROBERT BREEN

Tax Associate

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@wealthstone.net

Marie Szteiter

Marie Szteiter

Account Operations Specialist

All WealthStone investment clients are impacted by Marie’s expertise. She is the primary point of contact with the firm’s Schwab Service Team and has extensive knowledge of account opening and money movement procedures.

MSzteiter@wealthstone.net

Kevin Kale

Kevin Kale

Managing Director of Business Development

Kevin leads the new business development strategies at WealthStone. In addition, he works closely with high net worth and institutional clients to identify the appropriate investment and planning solutions to meet their long-term goals.

Read more about Kevin

KKale@wealthstone.net

christopher rule, CFP®

christopher rule, CFP®

Financial Planner

Chris is a member of the planning team, developing comprehensive plans for clients and serves as lead advisor for several individuals. He also serves as an investment operations associate for WealthStone’s Asset Management team, coordinates reporting for the Armada solution, and assists with WealthStone marketing efforts.

CRule@wealthstone.net

Ready to begin?

We would love to talk to you about your financial future, and help you begin building it with WealthStone.