Our People

At Truepoint, we believe that good relationships happen when we invest in building teams of smart, caring people who work together to deliver peace of mind and possibility to every person we touch. True to our founding principles, we remain committed to independence, knowing that when the firm is fully owned by the same individuals who work hard to serve clients every day, it’s easy to never lose sight that it’s the client who matters most.

Brennan Mullen

Investment Associate
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August Hemmerich

Financial Planning Associate
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Chris Veddern

Tax Associate
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Bridget Hughes

Client Services Manager
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Ryan J. Klekar

Sr. Wealth Advisor & Shareholder
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Michelle Stevens

Financial Planner
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Alex Thurner

Tax Associate
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Shelly Bailey

Estate Associate
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Christopher M. Meyer

Director of Institutional Investing & Shareholder
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Kathleen J. Schnelle

Sr. Tax Manager & Shareholder
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Kyle Dodson

Financial Planning Associate
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Steve Condon

President & Shareholder
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Michael J. Chasnoff

Founder & CEO
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Rona Turnheim

Executive Receptionist
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Brian Keating

Wealth Advisor Associate
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Janel E. Carroll

Sr. Wealth Advisor & Shareholder
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Hillary Mitchell

Digital Marketing Associate
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Christine L. Carleton

Sr. Wealth Advisor & Shareholder
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Angie Moore

Tax Associate
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Katrina Hartsel

Director of Employee Experience & Shareholder
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Bill Felix

Sr. Data Specialist
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David J. Bross

Sr. Estate Planner & Shareholder
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Jessica Mann

Sr. Talent Manager
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John S. Evans

Sr. Wealth Advisor & Shareholder
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Sherrie L. Campbell

IT Support Specialist
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Lauren M. Niestradt

Sr. Portfolio Manager
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Nichole Williams

Sr. Tax Manager & Shareholder
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Will Backscheider

Financial Planning Associate
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Bill Tucker

Sr. Tax Manager & Shareholder
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Heather J. Spencer

Sr. Wealth Advisor & Shareholder
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Nate Johnson

Director of Financial Planning & Shareholder
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Eric Chaimowitz

Sr. Tax Manager & Shareholder
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Dejah N. Gay

Financial Planner
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Kate Brownstein

Sr. Financial Planner
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Will B. Lundstrom

Director of Operations & Shareholder
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Brad Felix

Director of Innovation & Shareholder
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Susie Arling

Client Service Associate
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Grace Curell

Tax Manager
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Zach Bauer

Financial Planning Associate
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John Wolfenden

Sr. Estate & Trust Specialist
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Alexandra H. Ollinger

Sr. Wealth Advisor & Shareholder
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Sam Motes

Tax Associate
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Stephanie A. Johnson

Operations Associate
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Blake Price

Wealth Advisor
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Ted Parchman

Sr. Portfolio Manager & Shareholder
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Conor Feldmann

Portfolio Manager
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Katie Newman

Tax Manager
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Adam Lipton

Sr. Wealth Advisor
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Devon Klumb

Life Planning & Growth Manager
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Abby Tuke

Director of Marketing & Shareholder
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Brenda Haas

Client Operations Associate
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Courtney M. Weber

Director of Client Relations & Shareholder
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Josh Borges

Tax Manager
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Lynda A. Michael

Marketing & Operations Associate
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Danni Romine

Client Service Associate
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Guy M. Clanton

Sr. Financial Planner & Shareholder
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Joseph Abraham

Data Specialist
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Deanna V. Sicking

Sr. Wealth Advisor & Shareholder
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Ginger S. Ittenbach

Director of Tax Services & Shareholder
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Kimberly Seuberling

Administrative Assistant
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Scott M. Barbee

Sr. Wealth Advisor & Shareholder
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Sam Chasnoff

Financial Planning Associate
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Sarah Sherman

Sr. Controller
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Sharon Arnold

Client Service Associate
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Wayne A. Lippert, Jr.

Director of Client Growth & Shareholder
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Scott Keller

Director of Investment Management & Shareholder
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Nick Edwards

Portfolio Associate
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Steven Milby

Wealth Advisor Associate
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Thomas Bentley

Director of Estate Services & Shareholder
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Liz Niehaus

Sr. Wealth Advisor & Shareholder
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