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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
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A Team Dedicated to Your Financial Life Plan.

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

Featured News & Insights

David J. Bross
Eric Chaimowitz
David J. Bross and Eric Chaimowitz   January 15, 2021
Your Financial Plan in a Changing Political Landscape
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Scott Keller
Scott Keller   January 7, 2021
2020 Market Review: Timeless Lessons from a Historic Year
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Deanna V. Sicking
Deanna V. Sicking   December 21, 2020
Ten Years of Our Women’s Wealth Counsel: Empowering Women to Craft a Unique Financial Path
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We’d love to get to know more about you.