“Each specialized team within Truepoint offers a high level of expertise that provides the foundation for long-term investing and wealth transfer. I enjoy being part of a team that partners with our clients to help them achieve financial peace of mind.” Bridget Hughes serves as the client services team lead at Truepoint, supporting wealth advisors and serving as
“While filling a temporary assignment at Truepoint, I immediately was drawn to the people and culture. Being surrounded with a team that had such a passion for building meaningful client relationships, while performing with the highest level of integrity, was exciting to watch.” Kimberly Seuberling is a member of Truepoint’s client
“I chose the Truepoint team because the firm is focused on providing excellent service to clients while also encouraging employees to grow and develop.” Natalie Youngquist joined the Truepoint team as a client services associate. In her role, she supports wealth advisors in working with custodians to service accounts and execute
"It is fulfilling to be part of a team that supports innovation, collaboration and respect for everyone on the team." Joining Truepoint’s client operations team after 20 years as a successful residential architect may not seem like an intuitive career path. But Stephanie leverages many of the skills she honed as
“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.
“Truepoint builds not only wealth, but security and peace of mind for our clients. They feel confident that they are on the right course and that their families will have good guidance from generation to generation.” As a part of the client operations team, Lisa provides client service support for Truepoint’s