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. Since our founding in 1990, 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.

Nate Johnson

Sr. Financial Planner
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Lisa Boudrie Reynolds

Client Service Associate
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Blake Price

Wealth Advisor
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Christine L. Carleton

Sr. Wealth Advisor & Shareholder
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Jordan Patrick

Financial Planning Associate
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Katrina Hartsel

Director of Employee Experience & Shareholder
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Sherrie L. Campbell

IT Support Specialist
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Will B. Lundstrom

Sr. Operations Specialist & Shareholder
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Ryan J. Klekar

Sr. Wealth Advisor & Shareholder
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Chris Veddern

Tax Associate
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Joseph Abraham

Financial Planning Associate
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Claire Beams

Wealth Advisor
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Nichole Williams

Sr. Tax Manager & Shareholder
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Natalie Youngquist

Client Service Associate
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Lynda A. Michael

Marketing & Operations Associate
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Brenda Haas

Client Operations Associate
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Devon Klumb

Wealth Advisor
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Bill Tucker

Sr. Tax Manager
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Sharon Arnold

Client Service Associate
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Courtney M. Weber

Director of Client Relations & Shareholder
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Steve Condon

President & Shareholder
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Angie Moore

Tax Associate
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Scott M. Barbee

Sr. Wealth Advisor & Shareholder
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Guy M. Clanton

Sr. Financial Planner
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Dwight Brenner

Network Specialist
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Kate Brownstein

Financial Planner
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Kimberly Seuberling

Administrative Assistant
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Ginger S. Ittenbach

Director of Tax Services & Shareholder
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Adam Lipton

Wealth Advisor
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Eric Chaimowitz

Sr. Tax Manager
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Alexandra H. Ollinger

Sr. Wealth Advisor & Shareholder
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Susie Arling

Client Operations Associate
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Grace Curell

Tax Associate
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Lauren M. Niestradt

Sr. Portfolio Manager
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Sarah Sherman

Sr. Controller
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Bridget Hughes

Client Services Manager
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Stephanie A. Johnson

Operations Associate
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Bill Felix

Data Specialist
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Dejah N. Gay

Financial Planning Associate
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Ted Parchman

Sr. Portfolio Manager & Shareholder
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David J. Bross

Sr. Estate Planner
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Brad Felix

Director of Innovation & Shareholder
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Thomas Bentley

Director of Estate Planning & Shareholder
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Rona Turnheim

Executive Receptionist
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Sam Chasnoff

Financial Planning Associate
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Scott Keller

Director of Investment Management & Shareholder
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Heather J. Spencer

Sr. Wealth Advisor & Shareholder
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Jessica Mann

Sr. Talent Manager
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Shelly Bailey

Estate Associate
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Wayne A. Lippert, Jr.

Director of Client Growth & Shareholder
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Michael J. Chasnoff

Founder & CEO
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Kathleen J. Schnelle

Sr. Tax Manager
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Conor Feldmann

Portfolio Manager
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Janel E. Carroll

Sr. Wealth Advisor & Shareholder
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Liz Niehaus

Sr. Wealth Advisor & Shareholder
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Abby Tuke

Sr. Marketing Manager
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Andrew Damcevski

Wealth Advisor
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John Wolfenden

Trust & Tax Manager
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Christopher M. Meyer

Director of Institutional Investing & Shareholder
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Nick Edwards

Portfolio Associate
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John S. Evans

Sr. Wealth Advisor & Shareholder
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Brian Keating

Financial Planning Associate
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Deanna V. Sicking

Sr. Wealth Advisor
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Eric Ross

Director of Financial Planning & Shareholder
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Kim Ranker Jolly

Financial Planning Associate
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