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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.

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

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