“We always put our clients’ interests before our own. This commitment is never more important than when we are helping a family after they have suffered the loss of a family member who managed the finances.”
Wayne’s Story
A Cincinnati native, Wayne spent more than a decade building valuable experience in government and finance in Washington, DC, and New York City, both before and after completing graduate school. Ultimately, the opportunity to return home, and later to join Truepoint, was too compelling to pass up. In his role as a Wealth Advisor, he serves as the “quarterback” for client relationships, coordinating the delivery of services and drawing on the firm’s specialized teams to ensure a comprehensive, integrated approach. Wayne is passionate about helping clients navigate complex financial decisions with clarity and confidence.
Outside the office, Wayne remains actively engaged in the Cincinnati community. He is involved with The Summit Country Day School, where he previously served on the Board of Trustees and as Chairman of the Buildings, Grounds & Technology Committee. He currently serves as a member of the Hamilton County Hospital Commission. Wayne values the long-term relationships he builds with clients and the opportunity to serve the community he calls home.
Specialties: charitable giving, financial planning, helping families in transition, introducing new clients to Truepoint, investments