“Our family had the very tragic experience of losing a member to illness at a young age. The unfortunate reality is that bad things will happen to all of us at some point in our lives. There’s a tremendous sense of satisfaction knowing Truepoint can help clients navigate through difficult times – not just financially, but personally as well.”
As a specialist on the financial planning team, Guy provides comprehensive financial planning to Truepoint clients. This encompasses multiple areas such as retirement planning, asset protection, insurance planning, stock options and education planning. “While working as a tax accountant, the field of financial planning came to my attention as traction was gaining in this arena. I have always enjoyed numbers, statistics and interacting with people – financial planning brings all those items together.”
Guy attended Miami University where he earned a bachelor’s degree in business administration in accountancy and finance. He is a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER™. Prior to joining Truepoint, Guy worked at PNC Wealth Management for over 12 years as a senior wealth strategist.
Guy lives in Madeira with his wife and three daughters. He serves on St. Gertrude School’s Advisory Committee and enjoys golf, exercise, travel and cooking.