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Join our team of relationship-driven financial advisors.

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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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.

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

Featured News & Insights

Michelle Stevens
Michelle Stevens   August 11, 2023
Will Social Security Run Out of Money? And What Else Do I Need to Know About Social Security Benefits?
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Kate Brownstein
Ted Parchman
Kate Brownstein and Ted Parchman   August 4, 2023
Weighing Your Choices: The 2023 P&G LTIP and STAR Award Election
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David J. Bross
David J. Bross   June 26, 2023
How SECURE Act 2.0 Could Affect Your Estate Plan
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