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.

Josh Kommer

Sr. Portfolio Manager & Shareholder
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Max Rowitz

Innovation Associate
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Susie Arling

Client Service Sr. Associate
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Adam Lipton

Sr. Wealth Advisor & Shareholder
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Kimberly Seuberling

Accounting Sr. Associate
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Ryan J. Klekar

Sr. Wealth Advisor & Shareholder
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Kate Brownstein

Sr. Financial Planner & Shareholder
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Tyler Hezlep

Financial Planning Sr. Associate
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Nichole Williams

Sr. Tax Manager & Shareholder
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Ted Parchman

Sr. Portfolio Manager & Shareholder
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Conor Feldmann

Sr. Portfolio Manager & Shareholder
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Emily A. Coughlin

Sr. Estate Planner
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Scott Keller

Chief Infrastructure Officer & Shareholder
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Lynda A. Michael

Employee Experience & Culture Manager
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Blake Price

Sr. Wealth Advisor & Shareholder
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Katie Newman

Sr. Tax Manager
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Dan Regan

Operations Sr. Associate
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Sherrie L. Campbell

IT Support Specialist
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Janel E. Carroll

Sr. Wealth Advisor & Shareholder
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Brian Keating

Wealth Advisor Sr. Associate
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Braden Lieungh

Wealth Advisor Sr. Associate
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Stephanie A. Johnson

Operations Manager
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Katrina Hartsel

Chief Operating Officer & Shareholder
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John S. Evans

Sr. Wealth Advisor & Shareholder
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Tim Weinkam

Sr. Controller
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Ben Pantalone

Investment Sr. Associate
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Sam Chasnoff

Wealth Advisor
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Laura Maxwell

Wealth Advisor Sr. Associate
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Jessica Mann

Sr. Talent Manager & Shareholder
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Justin Gubser

Tax Manager
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Guy M. Clanton

Sr. Financial Planner & Shareholder
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Michelle Stevens

Sr. Financial Planner
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Heather J. Spencer

Sr. Wealth Advisor & Shareholder
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Liz Niehaus

Sr. Wealth Advisor & Shareholder
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Michael J. Chasnoff

Founder & CEO
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Will Backscheider

Financial Planning Sr. Associate
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David J. Bross

Sr. Estate Planner & Shareholder
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Bridget Hughes

Director of Client Services
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Christopher M. Meyer

Director of Institutional Investing & Shareholder
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Danni Romine

Client Service Sr. Associate
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Eric Abner

IT Service Manager
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Haley Schutzenberger

HR & Benefits Sr. Associate
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Annie Christian

Financial Planning Sr. Associate
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Hillary Mitchell

Marketing Sr. Associate
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Kathleen J. Schnelle

Sr. Tax Manager & Shareholder
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Bill Tucker

Sr. Tax Manager & Shareholder
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Angie Moore

Tax Sr. Associate
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John Wolfenden

Sr. Estate Planner & Shareholder
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Sarah Tenhundfeld

Wealth Advisor
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Thomas Bentley

Director of Estate Services & Shareholder
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Sharon Arnold

Client Service Sr. Associate
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Kyle Dodson

Financial Advisor
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Omar Fallon

Business Systems Specialist
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Courtney M. Weber

Co-Chief Client Officer & Shareholder
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Brendan Keating

Financial Planning Sr. Associate
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Nick Edwards

Portfolio Manager
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Will B. Lundstrom

Director of Operations & Shareholder
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Alex Thurner

Tax Associate
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Deanna V. Sicking

Sr. Wealth Advisor & Shareholder
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Chris Hess

IT Service Manager
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Tricia Smith

Wealth Advisor Sr. Associate
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Steve Condon

President & Shareholder
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Chris Veddern

Tax Sr. Associate
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Sarah Hayes

Client Service Sr. Associate
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Abby Tuke

Director of Marketing & Shareholder
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Jordan Patrick

Sr. Financial Advisor
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Christine L. Carleton

Sr. Wealth Advisor & Shareholder
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Zach Bauer

Financial Planning Sr. Associate
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Nate Maxson

Financial Planner
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Eric Chaimowitz

Sr. Tax Manager & Shareholder
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Alexandra H. Ollinger

Sr. Wealth Advisor & Shareholder
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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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Kelsie Joos

Marketing Associate
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Ginger S. Ittenbach

Director of Finance & Shareholder
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Steven Milby

Client Service Sr. Associate
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Scott M. Barbee

Sr. Wealth Advisor & Shareholder
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Sydnie Schell

Tax Manager
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Abby Earls

Client Service Associate
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Bill Felix

Sr. Innovation Manager
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Shelly Bailey

Estate Planner
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Lauren M. Niestradt

Sr. Portfolio Manager & Shareholder
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Angela Jiang

Financial Planning Associate
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Josh Borges

Sr. Tax Manager
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August Hemmerich

Financial Planner
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Rona Turnheim

Executive Receptionist
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Nate Johnson

Co-Chief Client Officer & Shareholder
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Crystal Swift

Event Planning Sr. Associate
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