Meet Your Team
About Us
Working Hard to Protect What You’ve Put Together
At Welshire, our mission is to help create a plan based on what you’ve worked so hard to put together. It’s more than just a saying. It’s the driving force behind everything we do. You’ve worked hard to create a successful business or to plan for retirement. Now it’s time to let us work hard for you.
Since 1984, we’ve been helping our clients reach their future financial goals by reviewing their current financial strategies and creating a plan that works for them. Whether it’s retirement, business, or estate planning — we’re here.
Meet Your Unfair Advantage
Brent Welch
Founder, Wealth Advisor
Jake Welch
President, Wealth Advisor
Kristy Peters
Senior Vice President, Wealth Advisor
Josh Lieder
Vice President, Wealth Advisor
Lynette Longmire
Client Service Administrator
Katie Richard
Client Service Administrator
Kendra Sopher
Client Service Adminstrator
Strategic Partners
Michael McClary
Valmark Chief Investment Officer
James Dawson
Valmark Insurance Manager, Life Settlements
Justin Schema
Valmark Senior Policy Management Analyst
Chris Finefrock
Valmark Senior Vice President Investments & Financial Planning
Zach Hurst
Valmark Director, Financial Planning
Nicole Rigsby-Cheek
Valmark Director, Retirement Planning
Tyler Denholm
Valmark Vice President Investment Management & Research
Now it’s time to let us work hard for you.
Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Welshire Capital, LLC, and Welshire Advisors are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc.