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.

Janel E. Carroll

Sr. Wealth Advisor & Shareholder
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Tim Weinkam

Sr. Controller
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Max Rowitz

Business Systems Specialist
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Braden Lieungh

Wealth Advisor Sr. Associate
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Chris Veddern

Tax Sr. Associate
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Angela Jiang

Wealth Planning Associate
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Blake Price

Sr. Wealth Advisor & Shareholder
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Shelly Bailey

Estate Planner
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Bridget Hughes

Director of Client Services & Shareholder
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Steven Milby

Client Service Sr. Associate
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Katelyn Bombardiere

Financial Advisor
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Stephanie A. Johnson

Operations Manager
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Steve Condon

Chief Executive Officer & Shareholder
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Katrina Hartsel

Chief Operating Officer & Shareholder
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Rona Turnheim

Executive Receptionist
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Nichole Williams

Sr. Tax Manager & Shareholder
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Katie Newman

Sr. Tax Manager
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Dan Regan

Operations Manager
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Adam Lipton

Director of Wealth Advisory Services & Shareholder
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Will Backscheider

Wealth Planning Sr. Associate
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Ryan J. Klekar

Sr. Wealth Advisor & Shareholder
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Jordan Patrick

Director of Commas & Shareholder
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Susie Arling

Client Service Sr. Associate
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Ben Pantalone

Investment Sr. Associate
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Mel Young

Financial Advisor
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Bill Felix

Director of Innovation & Shareholder
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Haley Schutzenberger

HR & Benefits Sr. Associate
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Michelle Stevens

Director of Financial Planning & Shareholder
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Deanna V. Sicking

Sr. Wealth Advisor & Shareholder
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Emily A. Coughlin

Sr. Estate Planner
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Brendan Keating

Wealth Advisor
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Brett Steier

Tax Sr. Associate
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Omar Fallon

Business Systems Specialist
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Crystal Swift

Event Planning Sr. Associate
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Danni Romine

Client Service Sr. Associate
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Eric Abner

IT Service Manager
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Shannon Dowling

Client Service Sr. Associate
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Wayne A. Lippert, Jr.

Director of Growth & Shareholder
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Ginger S. Ittenbach

Director of Finance and Tax Services & Shareholder
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Ben Shetler

Investment Associate
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Nate Johnson

Co-Chief Client Officer & Shareholder
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Christine L. Carleton

Sr. Wealth Advisor & Shareholder
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John S. Evans

Sr. Wealth Advisor & Shareholder
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Lynda A. Michael

Employee Experience & Culture Manager
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Sarah Hayes

Client Service Sr. Associate
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Alex Thurner

Tax Sr. Associate
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Josh Bentz

Financial Advisor
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Kimberly Seuberling

Accounting Sr. Associate
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Laura Maxwell

Wealth Advisor Sr. Associate
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Abby Earls

Client Service Associate
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Annie Christian

Financial Planner
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Jasmine Kohli

Client Service Sr. Associate
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Hillary Mitchell

Marketing Sr. Associate
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Brian Keating

Wealth Advisor Sr. Associate
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Ted Parchman

Director of Investment Management & Shareholder
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Scott Keller

Chief Infrastructure Officer & Shareholder
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Thomas Bentley

Director of Estate Services & Shareholder
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Nate Eix

Financial Advisor
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Nate Maxson

Financial Planner
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Sarah Tenhundfeld

Wealth Advisor
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Sam Chasnoff

Wealth Advisor
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Abby Tuke

Director of Marketing & Shareholder
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Rachel Warden

Tax and Client Service Associate
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Courtney M. Weber

Co-Chief Client Officer & Shareholder
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Lauren M. Niestradt

Sr. Portfolio Manager & Shareholder
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Bill Tucker

Sr. Tax Manager & Shareholder
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David J. Bross

Sr. Estate Planner & Shareholder
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Kate Brownstein

Sr. Financial Planner & Shareholder
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Conor Feldmann

Sr. Portfolio Manager & Shareholder
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Josh Borges

Sr. Tax Manager & Shareholder
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Daniel Haeser

Tax Associate
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Kristine Kolzing

Director of Client Growth
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Kathleen J. Schnelle

Sr. Tax Manager & Shareholder
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August Hemmerich

Financial Planner
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Eric Chaimowitz

Sr. Tax Manager & Shareholder
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Justin Gubser

Tax Manager
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Josh Kommer

Sr. Portfolio Manager & Shareholder
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Michael J. Chasnoff

Founder & Chairman
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Scott M. Barbee

Sr. Wealth Advisor & Shareholder
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Andy Arnold

Tax Manager
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Zach Bauer

Wealth Planning Sr. Associate
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Angie Moore

Tax Sr. Associate
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Guy M. Clanton

Sr. Financial Planner & Shareholder
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Christopher M. Meyer

Director of Institutional Investing & Shareholder
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Tyler Hezlep

Wealth Planning Sr. Associate
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Sydnie Schell

Tax Manager
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Will B. Lundstrom

Director of Operations & Shareholder
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Heather J. Spencer

Sr. Wealth Advisor & Shareholder
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Jessica Mann

Sr. Talent Manager & Shareholder
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Alexandra H. Ollinger

Sr. Wealth Advisor & Shareholder
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Andrew B. Thompson

Wealth Advisor
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Gwen Keihl

Financial Advisor
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Cassie Whitehouse

Employee Experience Manager
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John Wolfenden

Sr. Estate Planner & Shareholder
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