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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.

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

Featured News & Insights

David J. Bross
David J. Bross   October 28, 2021
How to Navigate Your Role as a Trustee or Executor
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Truepoint Wealth Counsel Names Two New Shareholders
  January 11, 2021
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Wealth Advisor Helps Older Clients Plan a Purposeful Future
Rethinking 65   August 24, 2021
Chris Carleton Quoted
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We’d love to get to know more about you.

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