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An Updated Look for Truepoint Wealth Counsel

In honor of our 30th anniversary in 2020, we are excited to debut a new look for the Truepoint Wealth Counsel website.

We’re Hiring

Join our team of relationship-driven financial advisors.

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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The EveryInvestor

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.

Bill Tucker, CPA
Sr. Tax Manager & Shareholder
Bill Tucker
Alexandra H. Ollinger, CFP®
Sr. Wealth Advisor & Shareholder
Alexandra H. Ollinger
Kimberly Seuberling
Administrative Assistant
Kimberly Seuberling
Scott M. Barbee, CPA, CFP®, CAP®
Sr. Wealth Advisor & Shareholder
Scott M. Barbee
Janel E. Carroll, CPA, CFP®, CDFA
Sr. Wealth Advisor & Shareholder
Janel E. Carroll
Will Backscheider
Financial Planning Associate
Will Backscheider
Bridget Hughes
Client Services Manager
Bridget Hughes
Kate Brownstein, CFP®
Sr. Financial Planner
Kate Brownstein
Steve Condon, CFA
President & Shareholder
Steve Condon
Brad Felix, CFA
Director of Innovation & Shareholder
Brad Felix
Lynda A. Michael
Marketing & Operations Associate
Lynda A. Michael
Rona Turnheim
Executive Receptionist
Rona Turnheim
August Hemmerich, CFP®
Financial Planning Associate
August Hemmerich
Will B. Lundstrom
Director of Operations & Shareholder
Will B. Lundstrom
Heather J. Spencer, CPA, CFP®
Sr. Wealth Advisor & Shareholder
Heather J. Spencer
Josh Borges, CPA
Tax Manager
Josh Borges
Nate Johnson, CFP®
Director of Financial Planning & Shareholder
Nate Johnson
Sam Chasnoff, CFP®
Financial Planning Associate
Sam Chasnoff
Jessica Mann
Sr. Talent Manager
Jessica Mann
Adam Lipton, CFP®
Sr. Wealth Advisor
Adam Lipton
Nick Edwards, CFA
Portfolio Associate
Nick Edwards
Kyle Dodson, CFP®
Financial Planning Associate
Kyle Dodson
Lauren M. Niestradt, CFA , CFP®
Sr. Portfolio Manager
Lauren M. Niestradt
John S. Evans, CPA/PFS, CFP®
Sr. Wealth Advisor & Shareholder
John S. Evans
Scott Keller, CFA, CAIA
Director of Investment Management & Shareholder
Scott Keller
Ted Parchman, CFA
Sr. Portfolio Manager & Shareholder
Ted Parchman
Grace Curell, CPA
Tax Manager
Grace Curell
Brenda Haas
Client Operations Associate
Brenda Haas
Eric Chaimowitz, CPA, CFP®
Sr. Tax Manager & Shareholder
Eric Chaimowitz
Christine L. Carleton, CFP®
Sr. Wealth Advisor & Shareholder
Christine L. Carleton
Dejah N. Gay, CFP®
Financial Planner
Dejah N. Gay
Susie Arling
Client Service Associate
Susie Arling
Bill Felix
Sr. Data Specialist
Bill Felix
Chris Veddern
Tax Associate
Chris Veddern
Ginger S. Ittenbach, CPA
Director of Tax Services & Shareholder
Ginger S. Ittenbach
Abby Tuke
Director of Marketing & Shareholder
Abby Tuke
Liz Niehaus, CFP®
Sr. Wealth Advisor & Shareholder
Liz Niehaus
Michael J. Chasnoff, CFP®
Founder & CEO
Michael J. Chasnoff
Alex Thurner
Tax Associate
Alex Thurner
Blake Price, CFP®
Wealth Advisor
Blake Price
Shannon Dowling, CFP®
Client Service Associate
Shannon Dowling
Kathleen J. Schnelle, CPA
Sr. Tax Manager & Shareholder
Kathleen J. Schnelle
Shelly Bailey, CFP®, CTFA
Estate Associate
Shelly Bailey
Sharon Arnold
Client Service Associate
Sharon Arnold
Sherrie L. Campbell
IT Support Specialist
Sherrie L. Campbell
Katie Newman, CPA
Tax Manager
Katie Newman
Nate Maxson, CFP®, CIMA®, CPWA®
Financial Planner
Nate Maxson
Christopher M. Meyer, CFA
Director of Institutional Investing & Shareholder
Christopher M. Meyer
Brian Keating
Wealth Advisor Associate
Brian Keating
Katrina Hartsel, PHR®
Director of Employee Experience & Shareholder
Katrina Hartsel
Joseph Abraham, CFP®
Data Specialist
Joseph Abraham
Thomas Bentley, CFP®, CTFA
Director of Estate Services & Shareholder
Thomas Bentley
Sarah Hayes
Client Service Associate
Sarah Hayes
Courtney M. Weber, CPA, CFP®
Director of Client Relations & Shareholder
Courtney M. Weber
Conor Feldmann, CFA
Portfolio Manager
Conor Feldmann
Hillary Mitchell
Digital Marketing Associate
Hillary Mitchell
Deanna V. Sicking, CFP®
Sr. Wealth Advisor & Shareholder
Deanna V. Sicking
Wayne A. Lippert, Jr., CFP®
Director of Client Growth & Shareholder
Wayne A. Lippert, Jr.
Dan Regan
Operations Associate
Dan Regan
Laura Maxwell
Wealth Advisor Associate
Laura Maxwell
Ryan J. Klekar, CFP®, CTFA
Sr. Wealth Advisor & Shareholder
Ryan J. Klekar
Guy M. Clanton, CPA, CFP®, Certified Senior Advisor®
Sr. Financial Planner & Shareholder
Guy M. Clanton
Josh Kommer, CFA, CAIA
Portfolio Manager
Josh Kommer
Stephanie A. Johnson
Operations Associate
Stephanie A. Johnson
Steven Milby, CFP®
Wealth Advisor Associate
Steven Milby
Sam Motes, CPA
Tax Associate
Sam Motes
Michelle Stevens, CFP®
Financial Planner
Michelle Stevens
Jason Jones, JD
Estate Associate
Jason Jones
Zach Bauer
Financial Planning Associate
Zach Bauer
John Wolfenden, JD
Sr. Estate & Trust Specialist
John Wolfenden
Danni Romine
Client Service Associate
Danni Romine
Angie Moore, CFP®
Tax Associate
Angie Moore
Nichole Williams, CPA
Sr. Tax Manager & Shareholder
Nichole Williams
David J. Bross, JD
Sr. Estate Planner & Shareholder
David J. Bross

Featured News & Insights

Kate Brownstein
Kate Brownstein   June 14, 2022
Entering the Real World: Budgeting Tips for Young Adults
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Scott Keller
Scott Keller   May 16, 2022
Update on Market Volatility: Back on the Rollercoaster
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Truepoint
Truepoint   March 14, 2022
Embrace the Unknown
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