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

Now it’s time to let us work hard for you. 

Securities offered through Valmark Securities, Inc. Member FINRASIPC. 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.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Third party posts do not reflect the views of ValMark Securities or Welshire Capital or Welshire Advisors and have not been approved prior to posting.

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