"I’m passionate about helping organizations succeed. By providing effective investment strategies with full accountability and continuous oversight, we give leadership the freedom to focus on advancing the success of their mission." As Managing Principal of Truepoint Institutional Advisors, a division of Truepoint Wealth Counsel, Chris guides investment strategy and provides ongoing
“Personally and professionally, I like to see people succeed. This drives my work and my volunteering. I am passionate about helping people learn and grow, and I love watching them become confident and comfortable in their roles.” As a people development specialist, Katrina is focused on helping associates succeed in their
“Estate planning can be complex, and most people don’t like discussing their estate because it reminds them of their own mortality. I enjoy the process of helping people understand and become comfortable with their estate plans.” A self-described “numbers guy,” Tom enjoys digging into the intricacies of estate planning. But he
“The depth and breadth of professional experience on the Truepoint team provides an unmatched wealth management experience, but one of my favorite aspects of our approach is the deeply held respect we have for our clients.” Eric leads Truepoint’s financial planning group. Among other things, this involves conducting research and developing
“It is important to me that Truepoint’s investment philosophy is based on academic research. We place a strong emphasis on doing what is right for our clients." With extensive experience in the operations end of the financial services industry, Will is instrumental in striving to deliver exceptional service to Truepoint clients.
“In college, my perspective was changed by Burton Malkiel’s A Random Walk Down Wall Street. Malkiel demonstrates that short-term changes in stock prices cannot be predicted and that studying chart patterns and/or earnings forecasts is a useless endeavor.” With a philosophical commitment to taking the long view, Scott is well-suited for
“True wealth management is a coordinated effort to bring all areas of one’s financial life into focus. Truepoint does that with a team of professionals covering areas such as investments, taxes, estate planning, risk management, legacy planning, cash flow management and budgeting. And we deliver this service in the most friendly,