Truepoint Wealth Counsel Expands Shareholder Group with Four New Employee-Owners

Truepoint Wealth Counsel is pleased to name four new firm shareholders: Josh Bentz, Emily Coughlin, Katie Newman, and Tim Weinkam, expanding Truepoint’s shareholder group to 42 employee-owners. This year’s expansion marks a significant milestone in that commitment: the 20th year since the launch of Truepoint’s internal succession plan. 

“We’re pleased to welcome four more teammates to our shareholder group at the firm,” said CEO and shareholder Steve Condon. “The shareholder opportunity we provide enables us to attract and retain exceptional talent, which in turn ensures the competence, stability, and continuity our clients deserve.” 

Truepoint’s succession plan enables senior team members to become firm shareholders. As the firm has continued to grow to more than 100 team members, the shareholder group now represents nearly 40% of the organization. 

“Our succession plan was crafted with the steadfast goal of upholding Truepoint’s independence and employee ownership,” emphasized Truepoint’s founder and chairman Michael Chasnoff. In recent years, the wealth management sector has seen many independent firms relinquish control to larger external entities, resulting in fewer truly independent and locally controlled firms.

In contrast, Truepoint remains steadfast in its commitment to independence, employee ownership, and being an employer of choice—an approach that, for more than 20 years, has served the best interests of our clients and our team.

• Josh Bentz, CFP®: Josh serves as a senior financial advisor with Commas, where he provides comprehensive, fiduciary-focused financial planning for individuals and families. He values building meaningful relationships that allow him to deliver advice tailored to each client’s unique goals and circumstances. Josh earned his bachelor’s degree in financial counseling and planning from Purdue University and is a CERTIFIED FINANCIAL PLANNER™ professional.

• Emily A. Coughlin, CTFA: As a senior estate planner, Emily focuses on reviewing and implementing estate plans, working closely with clients to ensure the successful transition of wealth across generations. She partners with families to thoughtfully address philanthropic goals and legacy planning, while navigating evolving estate, tax, and trust considerations. Emily is deeply committed to understanding the complexities of modern family dynamics and delivering outcomes aligned with clients’ values. She holds a bachelor’s degree in finance from the University of Dayton and is a Certified Trust and Fiduciary Advisor™.

• Katie Newman, CPA: As a senior tax manager, Katie plays a key role in reviewing tax returns and quarterly projections while evaluating the tax implications of clients’ financial decisions. She is motivated by helping clients feel confident and at ease throughout the tax process, delivering clarity in what can often feel complex or overwhelming. Katie holds both a bachelor’s and master’s degree in accounting from the University of Kentucky and is a Certified Public Accountant.

• Tim Weinkam, CPA: Serving as Truepoint’s senior controller, Tim provides comprehensive financial reporting and analysis to support the firm’s management team and shareholder group. His responsibilities span budgeting, financial reporting, vendor management, and industry benchmarking, helping guide strategic and operational decisions across the firm. Tim earned his master’s degree in accounting from the University of Cincinnati and his bachelor’s degree in accounting from the University of Tennessee and is a Certified Public Accountant.