Where Women Invest In Women

It began back in 2010 with a simple vision: develop a deeper relationship with our growing number of female clients. And what started out as an initiative has grown into a meaningful movement within our firm and our community.

Are you looking to work with a financial advisor who can understand your needs and perspectives? Perhaps you feel that other firms can’t really relate to your experiences? Or maybe you simply want a trusted partner to help align your goals with your financial plan?

We invite you to learn more about the Women’s Wealth Counsel experience and see what happens when women invest in women.

Join us to find out why our greatest asset is each other.

United in Wealth Confidence

Our team is well-suited to relate to you and your own life circumstances. We walk the walk and talk the talk, and in an industry long dominated by men, we stand apart. 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 are women, almost half of the shareholder group are women and more than half of our wealth advisors are women.

Abby Tuke

Director of Marketing & Shareholder

Alexandra H. Ollinger

Sr. Wealth Advisor & Shareholder

Lauren M. Niestradt

Sr. Portfolio Manager & Shareholder

August Hemmerich

Financial Planner

Crystal Swift

Event Planning Sr. Associate

Bridget Hughes

Director of Client Services

Christine L. Carleton

Sr. Wealth Advisor & Shareholder

Courtney M. Weber

Co-Chief Client Officer & Shareholder

Jasmine Kohli

Client Service Sr. Associate

Deanna V. Sicking

Sr. Wealth Advisor & Shareholder

Hillary Mitchell

Marketing Sr. Associate

Emily A. Coughlin

Sr. Estate Planner

Haley Schutzenberger

HR & Benefits Sr. Associate

Kelsie Joos

Marketing Associate

Heather J. Spencer

Sr. Wealth Advisor & Shareholder

Janel E. Carroll

Sr. Wealth Advisor & Shareholder

Jessica Mann

Sr. Talent Manager & Shareholder

Kate Brownstein

Sr. Financial Planner & Shareholder

Katrina Hartsel

Chief Operating Officer & Shareholder

Katie Newman

Sr. Tax Manager

Kathleen J. Schnelle

Sr. Tax Manager & Shareholder

Annie Christian

Financial Planning Sr. Associate

Ginger S. Ittenbach

Director of Finance & Shareholder

Shelly Bailey

Estate Planner

Kimberly Seuberling

Accounting Sr. Associate

Kristine Kolzing

Director of Client Growth

Angie Moore

Tax Sr. Associate

Michelle Stevens

Sr. Financial Planner

Laura Maxwell

Wealth Advisor Sr. Associate

Lynda A. Michael

Employee Experience & Culture Manager

Nichole Williams

Sr. Tax Manager & Shareholder

Danni Romine

Client Service Sr. Associate

Abby Earls

Client Service Associate

Rona Turnheim

Executive Receptionist

Sarah Tenhundfeld

Wealth Advisor

Susie Arling

Client Service Sr. Associate

Sherrie L. Campbell

IT Support Specialist

Shannon Dowling

Client Service Sr. Associate

Sarah Hayes

Client Service Sr. Associate

Stephanie A. Johnson

Operations Manager

Sydnie Schell

Tax Manager

Tricia Smith

Wealth Advisor Sr. Associate

Angela Jiang

Financial Planning Associate

You set your goals. We’ll help you get there.

No two stories are the same. Whatever your financial goals, our progressive wealth approach can help make them a reality. When you work with Truepoint, you become a member of our community. We host a variety of events, designed to provide fun social opportunities as well as continuing education on timely topics.

The Women’s Wealth Counsel is here to help you:

  • Connect with other female clients
  • Plan for the future
  • Learn from our professional partners
  • Support a cause
  • Realize a dream
  • Prepare for the unpredictable
  • Build something new
  • Cement your legacy

Insights on Women & Wealth

Our team of female advisors and specialists often contribute content to our Truepoint Viewpoint blog, generally focused on various topics that impact women and families.

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Truepoint   July 31, 2020
Introducing Truepoint’s Approach to Aging and Caregiving Needs
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