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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 RhineVest 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.

Schedule a Call
Schedule a Call

A Team Dedicated to Your Financial Life Plan.

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

Featured News & Insights

Abby Tuke
by Abby Tuke   October 20, 2020
To Everything There is a Season: What We Can Learn from the Death of a Loved One
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Conor Feldmann
by Conor Feldmann   October 7, 2020
The “Risks” of an Election Year
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Truepoint
by Truepoint   September 28, 2020
Truepoint Talks: The Presidential Election, Markets and Your Financial Plan
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We’d love to get to know more about you.