Our Team
What We Do
A Partner On Your
Life Journey.
We don’t just provide a list of suggestions; we partner with you to help you implement your financial plan effectively.
About Us
A Team That
Understands You
NewMarket Financial Advisors staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping you make your dreams a reality.
Meet The Team
Who You’ll Be Working With
Brandon M. Lancaster
Brandon enjoys establishing long-term relationships with his clients, as well as being a key advisor and coordinator. Whether he is providing investment advisory services or complete financial plans, his goal is to help people be confident about their financial futures. This is accomplished by keeping things simple when they are complicated, knowing what questions to ask and how to provide recommendations that are responsive to his client’s objectives.
Brandon is a graduate of Baldwin-Wallace University where he received a B.A. in Finance (2007). He holds a Series 7 (General Securities FINRA Registration), Series 65 (Uniform Investment Advisory Law Exam), Series 66 (Uniform Combined State Law Exam) with LPL Financial, as well as Life and Health Insurance certificates.
On a personal note, Brandon and his wife, Katelyn, reside in Copley, Ohio and are the proud parents of Quinn, Stella, and Weston. Outside of the office, Brandon enjoys golfing, coaching his kids in sports, and spending time with his family.
Kim Nicholson
Client Service Coordinator
Kim has been with NewMarket since 1995 and takes great pride in taking good care of our clients. Outside of work, family is everything to Kim. She is married to her high school sweetheart and is from a large family. She is a proud mom of three wonderful children and “Nonni” to eight grandchildren who are the joy in her life. She enjoys pasta on Sundays, family time, all the kids’ activities and sporting events, and loves the annual family beach vacation of 40+ years.
Nicole Bergener
Client Service Coordinator
Nicole is a Kent State alumna who joined our team in 2016 and is recognized for her ability to tackle challenges creatively. Outside of work, Nicole is a proud wife and mother of two. She treasures family time, whether it’s enjoying movie nights at home or exploring local parks. In her free time, she loves crafting and enjoys hosting parties, where she can share her creative flair while bringing people together.
Sarah Sundheimer
Client Service Coordinator
Sarah is a proud wife and mom of twin teenagers, fully embracing the joyful chaos of family life. She’s also a loving cat mom to two playful furballs who keep her on her toes! Since joining the team in 2022, Sarah has brought her upbeat spirit and a big smile to everything she does. A true coffee lover, Sarah enjoys starting her day with a freshly brewed cup, often taking a moment to savor the quiet before the day begins. Whether she’s cheering on her kids at their activities, enjoying playful moments with her cats, or soaking in quality family time, Sarah embraces the everyday adventures that bring her joy.
Contact Us
Ready For The Next
Step?
We are here to help. At NewMarket Financial Advisors we want to make sure you are financially taken care of. We are available to discuss your accounts, consider options, look at results and plan for the future. You aren’t viewed simply as a customer, you are part of the NewMarket Family. We look forward to helping in any way we can. Fill out the form and we will contact you about the next steps.