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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.

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

Featured News & Insights

David J. Bross
David J. Bross   September 13, 2021
A Guide to Key Estate Planning Terms
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Michael J. Chasnoff
Thomas Bentley
Michael J. Chasnoff and Thomas Bentley   September 13, 2021
Truepoint Private Trust & Fiduciary Services: A New Approach to Trust Administration
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Katrina Hartsel
Katrina Hartsel   August 16, 2021
Truepoint Named a Best Places to Work 2021 Finalist
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We’d love to get to know more about you.