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

Brent Welch

Founder, Wealth Advisor

Jake Welch

President, Wealth Advisor

Kristy Peters

Kristy Peters

Senior Vice President, Wealth Advisor

Josh Lieder

Josh Lieder

Vice President, Wealth Advisor

Lynette Longmire

Client Service Administrator

Katie Richard

Client Service Administrator

Kendra Sopher

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.