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Truepoint Wealth Counsel

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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

Michael J. Chasnoff

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Steve Condon
President & Shareholder
Tim Weinkam
Senior Controller
Ginger S. Ittenbach
Director of Tax Services & 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
Ted Parchman
Senior Portfolio Manager & Shareholder
Scott M. Barbee
Senior Wealth Advisor & Shareholder
Janel E. Carroll
Senior Wealth Advisor & Shareholder
Christine L. Carleton
Senior Wealth Advisor & Shareholder
Deanna V. Sicking
Senior Wealth Advisor & Shareholder
Alexandra H. Ollinger
Senior Wealth Advisor & Shareholder
Heather J. Spencer
Senior Wealth Advisor & Shareholder
John S. Evans
Senior Wealth Advisor & Shareholder
Ryan J. Klekar
Senior Wealth Advisor & Shareholder
Eric Abner
IT Service Manager
Sydnie Schell
Tax Manager
Crystal Swift
Event Planning Associate
Haley Schutzenberger
HR & Benefits Sr. Associate
Ben Pantalone
Investment Associate
Braden Lieungh
Wealth Advisor Associate
Abby Earls
Client Service Associate
Kelsie Joos
Marketing Associate
Jordan Patrick
Wealth Advisor
Kristine Kolzing
Director Of Client Growth

Teams

BP
+21

Financial Planning and Advisory Team

24 members

AM
+8

Tax Team

11 members

+4

Investment Management Team

7 members

+5

Marketing & Operations Team

8 members

+4

Client Services Team

7 members

DB
JW
+1

Estate and Trust Services

4 members

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