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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.

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

Featured News & Insights

John Wolfenden
John Wolfenden   June 6, 2025
How Trust Income Tax Impacts Your Family Legacy Planning
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John S. Evans
Courtney M. Weber
John S. Evans and Courtney M. Weber   June 5, 2025
How to Evaluate a Separation Package from P&G
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Conor Feldmann
Conor Feldmann   June 4, 2025
Is Your Portfolio Protected Against Inflation?
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