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.

Hillary Mitchell

Marketing Sr. Associate
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Lynda A. Michael

Employee Experience & Culture Manager
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Steve Condon

Chief Executive Officer & Shareholder
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Deanna V. Sicking

Sr. Wealth Advisor & Shareholder
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Will Backscheider

Financial Planning Sr. Associate
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Kathleen J. Schnelle

Sr. Tax Manager & Shareholder
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Brian Keating

Wealth Advisor Sr. Associate
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Courtney M. Weber

Co-Chief Client Officer & Shareholder
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Nate Johnson

Co-Chief Client Officer & Shareholder
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Angela Jiang

Financial Planning Associate
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Sydnie Schell

Tax Manager
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Dan Regan

Operations Sr. Associate
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Scott Keller

Chief Infrastructure Officer & Shareholder
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Ted Parchman

Sr. Portfolio Manager & Shareholder
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Lauren M. Niestradt

Sr. Portfolio Manager & Shareholder
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August Hemmerich

Financial Planner
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Tyler Hezlep

Financial Planning Sr. Associate
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Sherrie L. Campbell

IT Support Specialist
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Christopher M. Meyer

Director of Institutional Investing & Shareholder
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Michael J. Chasnoff

Founder & Chairman
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Nick Edwards

Portfolio Manager
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Abby Tuke

Director of Marketing & Shareholder
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Eric Chaimowitz

Sr. Tax Manager & Shareholder
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Haley Schutzenberger

HR & Benefits Sr. Associate
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Katie Newman

Sr. Tax Manager
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Rona Turnheim

Executive Receptionist
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Bill Tucker

Sr. Tax Manager & Shareholder
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Shannon Dowling

Client Service Sr. Associate
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Jessica Mann

Sr. Talent Manager & Shareholder
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Susie Arling

Client Service Sr. Associate
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Scott M. Barbee

Sr. Wealth Advisor & Shareholder
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Sam Chasnoff

Wealth Advisor
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Annie Christian

Financial Planning Sr. Associate
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John Wolfenden

Sr. Estate Planner & Shareholder
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Sarah Tenhundfeld

Wealth Advisor
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David J. Bross

Sr. Estate Planner & Shareholder
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Ryan J. Klekar

Sr. Wealth Advisor & Shareholder
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Josh Kommer

Sr. Portfolio Manager & Shareholder
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Max Rowitz

Innovation Associate
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Thomas Bentley

Director of Estate Services & Shareholder
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Kate Brownstein

Sr. Financial Planner & Shareholder
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Adam Lipton

Sr. Wealth Advisor & Shareholder
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Blake Price

Sr. Wealth Advisor & Shareholder
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Christine L. Carleton

Sr. Wealth Advisor & Shareholder
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Michelle Stevens

Sr. Financial Planner
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Alex Thurner

Tax Associate
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Crystal Swift

Event Planning Sr. Associate
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Wayne A. Lippert, Jr.

Director of Growth & Shareholder
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Justin Gubser

Tax Manager
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Danni Romine

Client Service Sr. Associate
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Chris Veddern

Tax Sr. Associate
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Sarah Hayes

Client Service Sr. Associate
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Sharon Arnold

Client Service Sr. Associate
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Jordan Patrick

Sr. Financial Advisor
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Omar Fallon

Business Systems Specialist
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Katrina Hartsel

Chief Operating Officer & Shareholder
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Josh Borges

Sr. Tax Manager
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Angie Moore

Tax Sr. Associate
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Steven Milby

Client Service Sr. Associate
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Conor Feldmann

Sr. Portfolio Manager & Shareholder
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Heather J. Spencer

Sr. Wealth Advisor & Shareholder
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Kristine Kolzing

Director of Client Growth
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Alexandra H. Ollinger

Sr. Wealth Advisor & Shareholder
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Tricia Smith

Wealth Advisor Sr. Associate
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Nichole Williams

Sr. Tax Manager & Shareholder
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Bill Felix

Sr. Innovation Manager
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Tim Weinkam

Sr. Controller
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Will B. Lundstrom

Director of Operations & Shareholder
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Stephanie A. Johnson

Operations Manager
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Laura Maxwell

Wealth Advisor Sr. Associate
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Emily A. Coughlin

Sr. Estate Planner
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Brendan Keating

Financial Planning Sr. Associate
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Ben Pantalone

Investment Sr. Associate
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Kelsie Joos

Marketing Associate
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Nate Maxson

Financial Planner
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Chris Hess

IT Service Manager
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John S. Evans

Sr. Wealth Advisor & Shareholder
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Kimberly Seuberling

Accounting Sr. Associate
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Zach Bauer

Financial Planning Sr. Associate
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Abby Earls

Client Service Associate
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Bridget Hughes

Director of Client Services
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Braden Lieungh

Wealth Advisor Sr. Associate
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Janel E. Carroll

Sr. Wealth Advisor & Shareholder
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Ginger S. Ittenbach

Director of Finance & Shareholder
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Eric Abner

IT Service Manager
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Guy M. Clanton

Sr. Financial Planner & Shareholder
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Shelly Bailey

Estate Planner
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