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, too. 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 VP, Wealth Advisor

Josh Lieder
VP, Wealth Advisor

Lynette Longmire
Client Service Administrator

Katie Richard
Client Service Administrator

Karen Strand
Accounting & Investment Reporting

Kendra Sopher
Director of Lasting Impressions
Strategic Partners

Michael McClary
Valmark Chief Investment Officer

James Dawson
Valmark Insurance Manager, Life Settlements

David Ayers
Valmark Insurance Specialist, Policy Management

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