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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
Photo & Video Services
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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