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Wayne A. Lippert, Jr., CFP®

Director of Client Growth & Shareholder

“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 ten years gaining valuable experience in government and finance in Washington, DC and New York City before and after graduate school. But, the chance to return home and later work at Truepoint, was too hard to resist. Like many of his colleagues, Wayne wears several hats at Truepoint. In a wealth advisory role, he serves as the “quarterback” (watch out Joe Burrow) for client relationships where he coordinates the delivery of services to clients using resources from our specialty teams. Connecting the financial pieces, especially between tax and estate, is one of Wayne’s favorite aspects of working at Truepoint. He oversees our growth strategies as a member of our Management Committee and enjoys the opportunity to introduce people to our firm. 

If you know Wayne, he stays very busy outside of the office. He’s active in the community, through involvement with the Summit Country Day School Board of Trustees and serving as Chairman of the Hamilton County Hospital Commission. When he’s not supporting his children or his wife at their athletic events, he can be found on the golf course, squash court or using a Pilates reformer at a studio in East Walnut Hills.


Specialties: charitable giving, financial planning, helping families in transition, introducing new clients to Truepoint, investments

Education

Albion College, BA, English
American University, MBA, Finance

Designations

CERTIFIED FINANCIAL PLANNER™

Community Involvement (2)

  • Summit Country Day School, Board of Trustees
  • Hamilton County Hospital Commission

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