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Join our team of relationship-driven financial advisors.

Experience the Truepoint Difference

Looking for an advisory team that can help you build your future and bring all the pieces together?

Who We Serve

Despite how our industry typically operates, there simply is not a one-size-fits-all solution when it comes to personal finance. We focus on your needs first, then craft a values-based life plan to achieve those goals. Explore some of the most common needs we serve daily below.

Business Owners

Successfully managing your business (and financial life) requires organization, coordination, knowledge, and time. As business owners ourselves, we understand that it takes planning and perseverance to succeed.

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Families

Wealth management for families is more than managing portfolios. Whether you need specific trust or estate assistance or prefer a full suite of services, we will provide guidance that is rooted in your personal values and goals.

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Corporate Executives

Everybody has questions about retirement planning – especially those who have built successful careers, either at one company or over the course of many job opportunities. Developing the right plan to meet your ideal vision of retirement is the key.

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Institutional Investing

We are committed to advising smaller and mid-sized institutional investors that traditionally are underserved by other financial firms. These are organizations that can truly benefit from a steady, long-term approach to investing.

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P&G Employees

For P&G employees and alumni, choosing a wealth management firm is one of the biggest financial decisions you will make. And likely you want a team who can deliver value by connecting the dots of your financial life, beyond just the PST and SP.

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Women’s Wealth Counsel

We like to think of women as more than just a niche audience. Welcome to our Women’s Wealth Counsel, a community of our female clients, team members and professional partners!

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Commas

Founded on the same fiduciary principles as Truepoint, our Commas team helps you money confidently at a pace at which you choose with a no account minimum subscription structure.

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We’d love to chat with you to see if we’re the right fit for you.

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A Team Dedicated to Your Financial Life Plan.

Annie Christian, CFP®
Financial Planning Sr. Associate
Annie Christian
Ted Parchman, CFA
Sr. Portfolio Manager & Shareholder
Ted Parchman
Shannon Dowling, CFP®
Client Service Sr. Associate
Shannon Dowling
Guy M. Clanton, CPA, CFP®, Certified Senior Advisor®
Sr. Financial Planner & Shareholder
Guy M. Clanton
Alex Thurner, EA
Tax Associate
Alex Thurner
Courtney M. Weber, CPA, CFP®, CAP®
Co-Chief Client Officer & Shareholder
Courtney M. Weber
Conor Feldmann, CFA
Sr. Portfolio Manager & Shareholder
Conor Feldmann
Sydnie Schell, CPA
Tax Manager
Sydnie Schell
Kelsie Joos
Marketing Associate
Kelsie Joos
Chris Veddern
Tax Sr. Associate
Chris Veddern
John S. Evans, CPA/PFS, CFP®
Sr. Wealth Advisor & Shareholder
John S. Evans
Abby Earls
Client Service Associate
Abby Earls
Nate Johnson, CFP®
Co-Chief Client Officer & Shareholder
Nate Johnson
Blake Price, CFP®
Sr. Wealth Advisor & Shareholder
Blake Price
Josh Kommer, CFA, CAIA
Sr. Portfolio Manager & Shareholder
Josh Kommer
Eric Chaimowitz, CPA, CFP®
Sr. Tax Manager & Shareholder
Eric Chaimowitz
Heather J. Spencer, CPA, CFP®
Sr. Wealth Advisor & Shareholder
Heather J. Spencer
Lynda A. Michael
Employee Experience & Culture Manager
Lynda A. Michael
Deanna V. Sicking, CFP®
Sr. Wealth Advisor & Shareholder
Deanna V. Sicking
Jessica Mann
Sr. Talent Manager & Shareholder
Jessica Mann
Ben Pantalone
Investment Sr. Associate
Ben Pantalone
Michael J. Chasnoff, CFP®
Founder & Chairman
Michael J. Chasnoff
Haley Schutzenberger
HR & Benefits Sr. Associate
Haley Schutzenberger
Katie Newman, CPA
Sr. Tax Manager
Katie Newman
Hillary Mitchell
Marketing Sr. Associate
Hillary Mitchell
Andy Arnold, CPA
Tax Manager
Andy Arnold
Eric Abner
IT Service Manager
Eric Abner
Stephanie A. Johnson
Operations Manager
Stephanie A. Johnson
Susie Arling
Client Service Sr. Associate
Susie Arling
Kristine Kolzing
Director of Client Growth
Kristine Kolzing
Lauren M. Niestradt, CFA , CFP®
Sr. Portfolio Manager & Shareholder
Lauren M. Niestradt
Angie Moore, CFP®
Tax Sr. Associate
Angie Moore
Katrina Hartsel, PHR®
Chief Operating Officer & Shareholder
Katrina Hartsel
Bill Tucker, CPA
Sr. Tax Manager & Shareholder
Bill Tucker
David J. Bross, JD
Sr. Estate Planner & Shareholder
David J. Bross
Steven Milby, CFP®
Client Service Sr. Associate
Steven Milby
Danni Romine
Client Service Sr. Associate
Danni Romine
Jordan Patrick, CFP®
Sr. Financial Advisor
Jordan Patrick
Zach Bauer
Financial Planning Sr. Associate
Zach Bauer
Will Backscheider, CFP®
Financial Planning Sr. Associate
Will Backscheider
Omar Fallon
Business Systems Specialist
Omar Fallon
Braden Lieungh, CFP®
Wealth Advisor Sr. Associate
Braden Lieungh
Ryan J. Klekar, CFP®, CTFA
Sr. Wealth Advisor & Shareholder
Ryan J. Klekar
Daniel Haeser
Tax Associate
Daniel Haeser
Bridget Hughes
Director of Client Services
Bridget Hughes
Will B. Lundstrom
Director of Operations & Shareholder
Will B. Lundstrom
Laura Maxwell
Wealth Advisor Sr. Associate
Laura Maxwell
Janel E. Carroll, CPA, CFP®
Sr. Wealth Advisor & Shareholder
Janel E. Carroll
Christopher M. Meyer, CFA
Director of Institutional Investing & Shareholder
Christopher M. Meyer
Sarah Hayes
Client Service Sr. Associate
Sarah Hayes
Scott Keller, CFA, CAIA
Chief Infrastructure Officer & Shareholder
Scott Keller
Shelly Bailey, CFP®, CTFA
Estate Planner
Shelly Bailey
Alexandra H. Ollinger, CFP®
Sr. Wealth Advisor & Shareholder
Alexandra H. Ollinger
Michelle Stevens, CFP®
Sr. Financial Planner
Michelle Stevens
Abby Tuke
Director of Marketing & Shareholder
Abby Tuke
Sherrie L. Campbell
IT Support Specialist
Sherrie L. Campbell
August Hemmerich, CFP®
Financial Planner
August Hemmerich
Tyler Hezlep, CFP®
Financial Planning Sr. Associate
Tyler Hezlep
John Wolfenden, JD
Sr. Estate Planner & Shareholder
John Wolfenden
Max Rowitz
Business Systems Specialist
Max Rowitz
Brett Steier, CPA
Tax Sr. Associate
Brett Steier
Emily A. Coughlin, CTFA
Sr. Estate Planner
Emily A. Coughlin
Andrew B. Thompson , CFP®
Wealth Advisor
Andrew B. Thompson
Ginger S. Ittenbach, CPA
Director of Finance & Shareholder
Ginger S. Ittenbach
Angela Jiang
Financial Planning Associate
Angela Jiang
Sam Chasnoff, CFP®
Wealth Advisor
Sam Chasnoff
Jasmine Kohli
Client Service Sr. Associate
Jasmine Kohli
Rona Turnheim
Executive Receptionist
Rona Turnheim
Kate Brownstein, CFP®
Sr. Financial Planner & Shareholder
Kate Brownstein
Justin Gubser, JD, CPA
Tax Manager
Justin Gubser
Tim Weinkam, CPA
Sr. Controller
Tim Weinkam
Sarah Tenhundfeld, CFP®
Wealth Advisor
Sarah Tenhundfeld
Brian Keating
Wealth Advisor Sr. Associate
Brian Keating
Steve Condon, CFA
Chief Executive Officer & Shareholder
Steve Condon
Adam Lipton, CFP®
Sr. Wealth Advisor & Shareholder
Adam Lipton
Thomas Bentley, CFP®, CTFA
Director of Estate Services & Shareholder
Thomas Bentley
Nate Maxson, CFP®, CIMA®, CPWA®
Financial Planner
Nate Maxson
Wayne A. Lippert, Jr., CFP®
Director of Growth & Shareholder
Wayne A. Lippert, Jr.
Kathleen J. Schnelle, CPA
Sr. Tax Manager & Shareholder
Kathleen J. Schnelle
Bill Felix
Sr. Innovation Manager
Bill Felix
Christine L. Carleton, CFP®
Sr. Wealth Advisor & Shareholder
Christine L. Carleton
Dan Regan
Operations Sr. Associate
Dan Regan
Scott M. Barbee, CPA, CFP®, CAP®
Sr. Wealth Advisor & Shareholder
Scott M. Barbee
Josh Borges, CPA
Sr. Tax Manager
Josh Borges
Brendan Keating, CPA, CFP®
Financial Planning Sr. Associate
Brendan Keating
Nichole Williams, CPA
Sr. Tax Manager & Shareholder
Nichole Williams
Ben Shetler
Investment Associate
Ben Shetler
Crystal Swift
Event Planning Sr. Associate
Crystal Swift
Kimberly Seuberling
Accounting Sr. Associate
Kimberly Seuberling

Featured News & Insights

Scott M. Barbee
Scott M. Barbee   November 26, 2024
“Above the Line” Thinking in Charitable Giving
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Nichole Williams
Nichole Williams   November 20, 2024
When Is the Best Time to Start Tax Planning?
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John S. Evans
John S. Evans   November 19, 2024
Changes to the P&G Profit Sharing Trust (PST)
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