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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.

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

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