"Truepoint's track record of exceptional client service speaks for itself. Now, we're making sure the technology supporting our clients and staff enables us to exceed the high levels of service we've provided in the past." As a member of the business operations team, Brad is responsible for developing and implementing our strategic technology initiatives.
"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
“Tax work is so rewarding because not only does it offer the satisfaction of problem solving, but it also provides the gratification of helping clients get real cash savings that help them reach their financial goals more efficiently.” In her role as a Tax Specialist, Nichole’s focus on tax planning and
“I love the way we serve clients at Truepoint, and attracting and retaining the best people is a big part of our exceptional service. Even on the operations side, every single decision we make is challenged by the question, ‘Is this best for our clients?’” Katrina Hartsel serves on Truepoint's management
“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
“One of my favorite aspects of our approach is the deeply held respect we have for our clients. I also enjoy working with colleagues that have such a depth and breadth of professional experience." Eric leads Truepoint’s financial planning group. Among other things, this involves conducting research and developing thought leadership
“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.