“I am obsessed with all things personal finance. At Truepoint, I have the opportunity to use that passion to help clients live more informed, secure, enjoyable lives. And I couldn’t be happier that I get to do this with a firm that has a clear mission of putting clients’ needs first and a team that has an incredible amount of knowledge.”
As a member of the financial planning team, August spends her time working with advisors and specialist teams to ensure that every client receives an integrated, comprehensive, data-driven, and personalized financial planning service. She also assists in developing clients’ financial plans, coordinating client meetings, preparing reports and deliverables, and gathering relevant data to help clients and advisors make well-informed decisions.
Outside of work, August loves to do anything that gets her adrenaline pumping! She has participated in skydiving, cliff jumping, parasailing, and ziplining. Additionally, there really is no roller coaster that is too high or too fast for her. She does appreciate slowing down by spending time with her husband, Samuel, and their daughter, Ruth. Together they love to hike, explore local parks, and visit local restaurants.
Specialties: education savings, holistic financial planning, risk management