Our People

At Truepoint, we believe that good relationships happen when we invest in building teams of smart, caring people who work together to deliver peace of mind and possibility to every person we touch. True to our founding principles, we remain committed to independence, knowing that when the firm is fully owned by the same individuals who work hard to serve clients every day, it’s easy to never lose sight that it’s the client who matters most.

Nick Edwards

Portfolio Associate
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Sherrie L. Campbell

IT Support Specialist
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Adam Lipton

Wealth Advisor
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Dejah N. Gay

Financial Planning Associate
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Scott M. Barbee

Sr. Wealth Advisor & Shareholder
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Brad Felix

Director of Innovation & Shareholder
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Nate Johnson

Director of Financial Planning
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Joseph Abraham

Financial Planning Associate
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Kate Brownstein

Financial Planner
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Deanna V. Sicking

Sr. Wealth Advisor & Shareholder
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Kathleen J. Schnelle

Sr. Tax Manager
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Bill Felix

Data Specialist
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Alex Thurner

Tax Associate
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Kyle Dodson

Financial Planning Associate
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Bill Tucker

Sr. Tax Manager
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Angie Moore

Tax Associate
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Stephanie A. Johnson

Operations Associate
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Christopher M. Meyer

Director of Institutional Investing & Shareholder
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Dwight Brenner

Network Specialist
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Eric Chaimowitz

Sr. Tax Manager
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Courtney M. Weber

Director of Client Relations & Shareholder
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Steve Condon

President & Shareholder
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Bridget Hughes

Client Services Manager
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Grace Curell

Tax Manager
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Lisa Boudrie Reynolds

Client Service Associate
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Lauren M. Niestradt

Sr. Portfolio Manager
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Abby Tuke

Sr. Marketing Manager
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Liz Niehaus

Sr. Wealth Advisor & Shareholder
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Rona Turnheim

Executive Receptionist
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Kimberly Seuberling

Administrative Assistant
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Jordan Patrick

Commas Advisor
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Ryan J. Klekar

Sr. Wealth Advisor & Shareholder
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John S. Evans

Sr. Wealth Advisor & Shareholder
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Hillary Mitchell

Digital Marketing Associate
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Conor Feldmann

Portfolio Manager
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Natalie Youngquist

Client Service Associate
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Michael J. Chasnoff

Founder & CEO
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Jessica Mann

Sr. Talent Manager
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Brian Keating

Financial Planning Associate
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Lynda A. Michael

Marketing & Operations Associate
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Susie Arling

Client Service Associate
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John Wolfenden

Sr. Estate & Trust Specialist
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Wayne A. Lippert, Jr.

Director of Client Growth & Shareholder
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Janel E. Carroll

Sr. Wealth Advisor & Shareholder
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Christine L. Carleton

Sr. Wealth Advisor & Shareholder
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Ginger S. Ittenbach

Director of Tax Services & Shareholder
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Michelle Stevens

Financial Planner
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Shelly Bailey

Estate Associate
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Ted Parchman

Sr. Portfolio Manager & Shareholder
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Sam Motes

Tax Associate
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Brenda Haas

Client Operations Associate
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Claire Beams

Commas Advisor
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Alexandra H. Ollinger

Sr. Wealth Advisor & Shareholder
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David J. Bross

Sr. Estate Planner & Shareholder
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Guy M. Clanton

Sr. Financial Planner
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Devon Klumb

Life Planning & Growth Manager
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Andrew Damcevski

Commas Advisor
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Scott Keller

Director of Investment Management & Shareholder
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Sarah Sherman

Sr. Controller
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Sam Chasnoff

Financial Planning Associate
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Heather J. Spencer

Sr. Wealth Advisor & Shareholder
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Will B. Lundstrom

Sr. Operations Specialist & Shareholder
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Chris Veddern

Tax Associate
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Sharon Arnold

Client Service Associate
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Thomas Bentley

Director of Estate Services & Shareholder
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Nichole Williams

Sr. Tax Manager & Shareholder
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Blake Price

Wealth Advisor
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Katrina Hartsel

Director of Employee Experience & Shareholder
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