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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.

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A Team Dedicated to Your Financial Life Plan.

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

Featured News & Insights

Lauren M. Niestradt
Lauren M. Niestradt   January 13, 2023
Year in Review 2022: Volatility Dominates the Markets
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John S. Evans
Courtney M. Weber
John S. Evans and Courtney M. Weber   October 18, 2022
How to Evaluate a Separation Package from P&G
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We’d love to get to know more about you.

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