“My curiosity in both decision making and automation led to substantial time investments into technical arenas such as data architecture, data transportation, data analysis and user experience. Truepoint, along with other wealth management firms, has exciting challenges to tackle while maintaining high levels of client satisfaction and employee satisfaction.” Bill Felix
“Working with wealth advisors and specialists to develop unique content is fun and very rewarding. I love that I can contribute to the firm’s growth and outreach in this way.” Abby works on the business operations team at Truepoint, where she oversees the development and implementation of Truepoint marketing strategies and
"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.
“It’s exciting to contribute to a team that is committed to seeking and implementing new and better ways of doing things. Truepoint encourages new ideas and creative approaches to be developed, tested, and then rolled out.” Dwight helps maintain and improve Truepoint’s technology systems, with a primary focus on the customer
“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
“I am very passionate about helping people. Whether it is 'help desk' issues, creating reports to supply needed data, or updating our technology, I want our team to have the best technology solutions at their disposal to aid in doing their jobs.” Sherrie leads the development of technology initiatives at Truepoint,
“One of the greatest things we do for our clients is steering them through financial decisions that are emotionally and psychologically challenging. The global financial crisis was very difficult, but also very rewarding. Clients still thank us for preventing them from making trades during the recession that could have been