Financial Needs and Perspectives for Women

While the financial needs and perspectives of women are often distinct from those of men, we like to think of women as more than just a niche audience. You may have seen how other financial services firms like to cater to women like you. At Truepoint, we believe every client is unique and has different needs and interests when it comes to working with a wealth advisor. And we believe that developing a meaningful understanding of who you are and what you want most in life is our core responsibility.

It’s not our job to say that you have different needs when it comes to managing your money – whether you are married or single. We already know that. What is our job is to provide a community of like-minded women who care about finances, but more importantly, about how money can align with your values. Welcome to Truepoint’s Women’s Wealth Counsel, a community of our female clients, team members and professional partners!

Why it Matters

In case you’re not convinced that women should be engaged with their financial lives, let’s take a look at what the numbers tell us about women and wealth:

Women control
51%
of the personal wealth in the US
Women control
$14T
in assets
Women control
80%
of household buying decisions
4/10
Women earn
more than men
Women outlive
men by
56yrs
80%
of women die
after their spouse

Our team is well-suited to relate to you and
your own life circumstances.

In an industry long dominated by men, Truepoint stands apart. We walk the walk and talk the talk. Women play a critical role in the management of our team as well as in the delivery of our financial advice. Consider this – half of our entire team is women, almost half of the shareholder group is women and more than half of our wealth advisors are women.

Abby Tuke
Sr. Marketing Manager
Abby Tuke
Alexandra H. Ollinger, CFP®
Sr. Wealth Advisor & Shareholder
Alexandra H. Ollinger
Angie Moore, CFP®
Tax Associate
Angie Moore
Brenda Haas
Client Operations Associate
Brenda Haas
Bridget Hughes
Client Services Manager
Bridget Hughes
Christine L. Carleton, CFP®
Sr. Wealth Advisor & Shareholder
Christine L. Carleton
Claire Beams, CPA, CFP ®
Wealth Advisor
Claire Beams
Courtney M. Weber, CPA, CFP®
Director of Client Relations & Shareholder
Courtney M. Weber
Deanna V. Sicking, CFP®
Sr. Wealth Advisor
Deanna V. Sicking
Dejah N. Gay, CFP®
Financial Planning Associate
Dejah N. Gay
Ginger S. Ittenbach, CPA
Director of Tax Services & Shareholder
Ginger S. Ittenbach
Grace Curell, CPA
Tax Associate
Grace Curell
Heather J. Spencer, CPA, CFP®
Sr. Wealth Advisor & Shareholder
Heather J. Spencer
Janel E. Carroll, CPA, CFP®, CDFA
Sr. Wealth Advisor & Shareholder
Janel E. Carroll
Jessica Mann
Sr. Talent Manager
Jessica Mann
Kate Brownstein, CFP®
Financial Planner
Kate Brownstein
Kathleen J. Schnelle, CPA
Sr. Tax Manager
Kathleen J. Schnelle
Katrina Hartsel, PHR®
Director of Employee Experience & Shareholder
Katrina Hartsel
Kim Ranker Jolly, CFP®
Financial Planning Associate
Kim Ranker Jolly
Kimberly Seuberling
Administrative Assistant
Kimberly Seuberling
Lauren M. Niestradt, CFP®, CFA
Sr. Portfolio Manager
Lauren M. Niestradt
Lisa Boudrie Reynolds
Client Service Associate
Lisa Boudrie Reynolds
Liz Niehaus, CFP®
Sr. Wealth Advisor & Shareholder
Liz Niehaus
Lynda A. Michael
Marketing & Operations Associate
Lynda A. Michael
Natalie Youngquist
Client Service Associate
Natalie Youngquist
Nichole Williams, CPA
Sr. Tax Manager & Shareholder
Nichole Williams
Rona Turnheim
Executive Receptionist
Rona Turnheim
Sam Motes, CPA
Tax Associate
Sam Motes
Sarah Sherman, PHR®
Sr. Controller
Sarah Sherman
Sharon Arnold
Client Service Associate
Sharon Arnold
Shelly Bailey, CFP®, CTFA
Estate Associate
Shelly Bailey
Sherrie L. Campbell
IT Support Specialist
Sherrie L. Campbell
Stephanie A. Johnson
Operations Associate
Stephanie A. Johnson
Susie Arling
Client Operations Associate
Susie Arling

So come on this journey with us. When you work with Truepoint, you become a member of this special community. Aside from establishing a relationship with a team that can connect your money with your life, you’ll have the chance to connect with our like-minded women. We host a variety of events, designed to provide fun social opportunities as well as continuing education on various topics that impact women and families. Additionally, we love to help you with some of the questions and topics that might need further clarity in your life:

  • Reviewing spending plans
  • Changing jobs or careers
  • Preparing for retirement
  • Caring for aging parents
  • Shifting to an empty nest
  • Managing financial affairs after a divorce
  • Coping with the illness or death of a spouse
  • Providing educational funds for children or grandchildren
Confidence and security comes through knowledge and planning.
Partner with our team to deliver insight to your financial future and join our advisors and clients at educational events designed specifically for women.

Organizations
We Support

We strongly believe in supporting the organizations in the Cincinnati community who share the same commitment to empowering and inspiring women, and many of our team members have deep connections to these groups.

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