“I have witnessed the Truepoint team assist clients following the death of a loved one many times. I never realized, though, how comforting it is to have that expert assistance until experiencing it personally. Clients are in good hands here – especially during a time of loss and confusion.”
Janel Carroll serves as a wealth advisor on the Truepoint team where she is primarily responsible for leading client relationships and integrating the delivery of our investment, financial planning, estate planning and tax services. Janel has been at Truepoint since 1995. Throughout her time at Truepoint, Janel has served in various roles, most recently as the Chief Operating Officer, where she oversaw the financial management of the firm, technology and custodial relationships.
Janel is a Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER™ professional. She recently obtained her Certified Divorce Financial Analyst® license after going through her second divorce and acts as a resource to clients going through similar experiences. Janel earned a bachelor’s of business administration degree in accountancy from the University of Notre Dame.
When she is not at work, Janel enjoys golfing as often as she can.