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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.

Schedule a Call
Schedule a Call

A Team Dedicated to Your Financial Life Plan.

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

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We’d love to get to know more about you.