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Your money simplified, so you may simply live.

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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.

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

Featured News & Insights

Guy M. Clanton
Guy M. Clanton   March 23, 2023
Financial Planning for Older Adults
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Scott Keller
Scott Keller   March 13, 2023
Navigating the Banking Crisis: What You Need to Know
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Guy M. Clanton
Guy M. Clanton   March 9, 2023
Offered A Voluntary Separation Package? Ask These Three Questions
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We’d love to get to know more about you.