“I love empowering clients to make well-informed, confident decisions with their wealth. I was attracted to Truepoint because of the collaborative atmosphere—we sharpen and challenge each other to deliver great advice to clients.”
August believes that holistic financial planning is centered around your family’s values, dreams, and goals. As a member of the financial planning team, August guides clients through the financial planning process, integrating the qualitative with the technical, offering peace of mind and encouragement to make your dreams a reality.
Outside of work, August enjoys spending time with her husband Samuel, young daughter Ruth, and close extended family. They enjoy all the family fun that Cincinnati has to offer—the hippos at the zoo being a current favorite. She also is an avid podcast listener and especially loves to hear interviews from experts in different fields of study.
Specialties: education planning, holistic financial planning, multi-generational wealth planning, retirement planning, risk management, stock options