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Truepoint Wealth Counsel

84 people · 0 jobs
‌

Truepoint Wealth Counsel is a wealth management firm.

Industries

Finance, Investment Management

Headquarters

Cincinnati, United States

Employees

51-200

Links

Org chart

Michael J. Chasnoff
Founder & CEO
Collapse
Steve Condon
President & Shareholder
Will B. Lundstrom
Director of Operations & Shareholder
Abby Tuke
Director of Marketing & Shareholder
Katrina Hartsel
Chief Operating Officer
Christopher M. Meyer
Director of Institutional Investing & Shareholder
Scott Keller
Director of Investment Management & Shareholder
Thomas Bentley
Director of Estate Services & Shareholder
Courtney M. Weber
Director of Client Relations & Shareholder
Wayne A. Lippert
Director of Client Growth & Shareholder
Nate Johnson
Director of Financial Planning & Shareholder
Deanna V. Sicking
Senior Wealth Advisor & Shareholder
Heather J. Spencer
Senior Wealth Advisor & Shareholder
Ryan J. Klekar
Senior Wealth Advisor & Shareholder
Eric Abner
IT Service Manager

Teams

BP
SC
+20

Financial Planning and Advisory Team

24 people · 0 jobs

AM
KS
+7

Tax Team

11 people · 0 jobs

+3

Investment Management Team

7 people · 0 jobs

+4

Marketing & Operations Team

8 people · 0 jobs

+3

Client Services Team

7 people · 0 jobs

DB
JW
SB

Estate and Trust Services

4 people · 0 jobs

Offices

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