Janel E. Carroll, CPA, CFP®, CDFA

Sr. Wealth Advisor & Shareholder

“I have witnessed the Truepoint team assist clients following the death of a loved one many times. I never realized, though, how comforting it is to have that professional assistance until experiencing it personally. Clients are in good hands here – especially during a time of loss and confusion.”

Janel’s Story

Janel coordinates the efforts of Truepoint’s specialist teams to give clients a seamless experience and help them achieve their goals. She excels at finding creative solutions to unique challenges, and she also has considerable expertise in navigating the financial issues surrounding divorce. Janel appreciates that her work allows her to continually meet new people and contribute to her clients’ lifelong success. 

Outside of the office, Janel can often be found on the golf course, honing her game. When spending time in her “little house,” she loves scrapbooking because it combines her organizational acumen with her creativity and passion for archiving. Janel is the proud parent of two young adult children and she enjoys spending as much time with them as she can.


Specialties: comprehensive financial planning, divorce and blended family issues, retirement planning

Education

University of Notre Dame, BBA, Accounting

Designations

CERTIFIED FINANCIAL PLANNER™
Certified Public Accountant
Certified Divorce Financial Analyst

Community Involvement (1)

  • Kenwood Country Club, Board of Trustees

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