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Experience the Truepoint Difference

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.

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

Featured News & Insights

Ben Pantalone
Ted Parchman
Ben Pantalone and Ted Parchman   May 23, 2025
The Case for Global Diversification
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John S. Evans
John S. Evans   May 14, 2025
Roth IRAs, Conversions and “Backdoor” Contributions
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Michelle Stevens   May 5, 2025
Redefining Wealth: Financial Life Planning That’s All About You
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