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.

Justin Gubser

Tax Manager
View Profile
View Profile

Eric Chaimowitz

Sr. Tax Manager & Shareholder
View Profile
View Profile

Angela Jiang

Financial Planning Associate
View Profile
View Profile

Tricia Smith

Wealth Advisor Sr. Associate
View Profile
View Profile

Emily A. Coughlin

Sr. Estate Planner
View Profile
View Profile

Bill Tucker

Sr. Tax Manager & Shareholder
View Profile
View Profile

Nate Maxson

Financial Planner
View Profile
View Profile

Christopher M. Meyer

Director of Institutional Investing & Shareholder
View Profile
View Profile

Conor Feldmann

Sr. Portfolio Manager & Shareholder
View Profile
View Profile

Janel E. Carroll

Sr. Wealth Advisor & Shareholder
View Profile
View Profile

Abby Tuke

Director of Marketing & Shareholder
View Profile
View Profile

Scott Keller

Chief Infrastructure Officer & Shareholder
View Profile
View Profile

Nate Johnson

Co-Chief Client Officer & Shareholder
View Profile
View Profile

Will B. Lundstrom

Director of Operations & Shareholder
View Profile
View Profile

Tim Weinkam

Sr. Controller
View Profile
View Profile

Christine L. Carleton

Sr. Wealth Advisor & Shareholder
View Profile
View Profile

Steve Condon

Chief Executive Officer & Shareholder
View Profile
View Profile

Max Rowitz

Innovation Associate
View Profile
View Profile

Angie Moore

Tax Sr. Associate
View Profile
View Profile

Katrina Hartsel

Chief Operating Officer & Shareholder
View Profile
View Profile

Bridget Hughes

Director of Client Services
View Profile
View Profile

Rona Turnheim

Executive Receptionist
View Profile
View Profile

Lynda A. Michael

Employee Experience & Culture Manager
View Profile
View Profile

Danni Romine

Client Service Sr. Associate
View Profile
View Profile

Thomas Bentley

Director of Estate Services & Shareholder
View Profile
View Profile

Katie Newman

Sr. Tax Manager
View Profile
View Profile

Sarah Hayes

Client Service Sr. Associate
View Profile
View Profile

Ginger S. Ittenbach

Director of Finance & Shareholder
View Profile
View Profile

Kate Brownstein

Sr. Financial Planner & Shareholder
View Profile
View Profile

Annie Christian

Financial Planning Sr. Associate
View Profile
View Profile

Ted Parchman

Sr. Portfolio Manager & Shareholder
View Profile
View Profile

Shelly Bailey

Estate Planner
View Profile
View Profile

Crystal Swift

Event Planning Sr. Associate
View Profile
View Profile

Alexandra H. Ollinger

Sr. Wealth Advisor & Shareholder
View Profile
View Profile

Zach Bauer

Financial Planning Sr. Associate
View Profile
View Profile

Sam Chasnoff

Wealth Advisor
View Profile
View Profile

John S. Evans

Sr. Wealth Advisor & Shareholder
View Profile
View Profile

Will Backscheider

Financial Planning Sr. Associate
View Profile
View Profile

Josh Kommer

Sr. Portfolio Manager & Shareholder
View Profile
View Profile

Eric Abner

IT Service Manager
View Profile
View Profile

Laura Maxwell

Wealth Advisor Sr. Associate
View Profile
View Profile

Hillary Mitchell

Marketing Sr. Associate
View Profile
View Profile

Deanna V. Sicking

Sr. Wealth Advisor & Shareholder
View Profile
View Profile

Stephanie A. Johnson

Operations Manager
View Profile
View Profile

Chris Hess

IT Service Manager
View Profile
View Profile

Sydnie Schell

Tax Manager
View Profile
View Profile

Dan Regan

Operations Sr. Associate
View Profile
View Profile

Blake Price

Sr. Wealth Advisor & Shareholder
View Profile
View Profile

David J. Bross

Sr. Estate Planner & Shareholder
View Profile
View Profile

Kelsie Joos

Marketing Associate
View Profile
View Profile

Kimberly Seuberling

Accounting Sr. Associate
View Profile
View Profile

August Hemmerich

Financial Planner
View Profile
View Profile

Jessica Mann

Sr. Talent Manager & Shareholder
View Profile
View Profile

Nichole Williams

Sr. Tax Manager & Shareholder
View Profile
View Profile

Kristine Kolzing

Director of Client Growth
View Profile
View Profile

Braden Lieungh

Wealth Advisor Sr. Associate
View Profile
View Profile

Guy M. Clanton

Sr. Financial Planner & Shareholder
View Profile
View Profile

Sharon Arnold

Client Service Sr. Associate
View Profile
View Profile

Heather J. Spencer

Sr. Wealth Advisor & Shareholder
View Profile
View Profile

Steven Milby

Client Service Sr. Associate
View Profile
View Profile

Susie Arling

Client Service Sr. Associate
View Profile
View Profile

Tyler Hezlep

Financial Planning Sr. Associate
View Profile
View Profile

Haley Schutzenberger

HR & Benefits Sr. Associate
View Profile
View Profile

John Wolfenden

Sr. Estate Planner & Shareholder
View Profile
View Profile

Alex Thurner

Tax Associate
View Profile
View Profile

Michelle Stevens

Sr. Financial Planner
View Profile
View Profile

Sherrie L. Campbell

IT Support Specialist
View Profile
View Profile

Ryan J. Klekar

Sr. Wealth Advisor & Shareholder
View Profile
View Profile

Omar Fallon

Business Systems Specialist
View Profile
View Profile

Jordan Patrick

Sr. Financial Advisor
View Profile
View Profile

Bill Felix

Sr. Innovation Manager
View Profile
View Profile

Brendan Keating

Financial Planning Sr. Associate
View Profile
View Profile

Brian Keating

Wealth Advisor Sr. Associate
View Profile
View Profile

Courtney M. Weber

Co-Chief Client Officer & Shareholder
View Profile
View Profile

Wayne A. Lippert, Jr.

Director of Growth & Shareholder
View Profile
View Profile

Josh Borges

Sr. Tax Manager
View Profile
View Profile

Scott M. Barbee

Sr. Wealth Advisor & Shareholder
View Profile
View Profile

Kathleen J. Schnelle

Sr. Tax Manager & Shareholder
View Profile
View Profile

Michael J. Chasnoff

Founder & Chairman
View Profile
View Profile

Chris Veddern

Tax Sr. Associate
View Profile
View Profile

Ben Pantalone

Investment Sr. Associate
View Profile
View Profile

Abby Earls

Client Service Associate
View Profile
View Profile

Shannon Dowling

Client Service Sr. Associate
View Profile
View Profile

Adam Lipton

Sr. Wealth Advisor & Shareholder
View Profile
View Profile

Sarah Tenhundfeld

Wealth Advisor
View Profile
View Profile

Lauren M. Niestradt

Sr. Portfolio Manager & Shareholder
View Profile
View Profile