TRUEPOINT WEALTH COUNSEL - Key Persons

Abby Tuke - CMO, Shareholder

Job Titles:

Director of Marketing
Shareholder
Media Inquiry

Adam Lipton

Job Titles:

Wealth Advisor & Shareholder

Adam is driven by the desire to help clients achieve financial freedom, attain the life they've dreamed of, and gain lasting peace of mind. Among many things, he helps them craft realistic savings plans, and he excels at analyzing long-term debt obligations and benefits packages. Adam joined Truepoint after years of working in personal banking, and he appreciates how Truepoint's fee structure eliminates the conflicts of interest that often exist at other financial institutions. Raised in Cincinnati and a graduate of Walnut Hills High School, Adam is a die-hard Bengals and Reds fan, but his true sports passion is his bowling league. He and his wife also love to travel and try new restaurants.

Alex Thurner

Job Titles:

Tax Associate

Alexandra H. Ollinger

Job Titles:

Wealth Advisor & Shareholder

Angela Jiang

Job Titles:

Financial Planning Associate

As a part of the Financial Planning team, Angela works closely with wealth advisors and financial planners to deliver an outstanding client experience. In her day-to-day, Angela handles meeting coordination, note-taking, and client follow-ups. Her other responsibilities include client data management, creating financial deliverables and preparing financial planning analyses including retirement projections, insurance evaluations, and education funding analysis. Outside of work, Angela enjoys traveling, horseback riding, and cooking.

Angie Moore

Job Titles:

Tax Sr. Associate

Annie Christian

Job Titles:

Financial Planning Sr. Associate

August Hemmerich

Job Titles:

Financial Planner

Ben Pantalone

Job Titles:

Investment Sr. Associate

Bill Felix

Job Titles:

Innovation Manager

Bill Tucker - Shareholder

Job Titles:

Shareholder
Tax Manager

Blake Price

Job Titles:

Wealth Advisor & Shareholder

Braden Lieungh

Job Titles:

Wealth Advisor Sr. Associate

As a Wealth Advisor Associate, Braden's role is to support our Wealth Advisors in providing a seamless client experience. His main responsibilities include meeting management, client communication, and fulfilling client requests all with the purpose of optimizing workflow and enhancing client satisfaction. Outside of work Braden enjoys traveling, playing sports, particularly golf and basketball, and he likes to venture outside of the familiar by trying new foods. You can also find him passionately cheering on the Cincinnati Bengals. Education Wright State University, BS, Financial Services

Brendan Keating

Job Titles:

Financial Planning Sr. Associate

In collaboration with Financial Planners and Wealth Advisors, Brendan contributes to delivering the excellent client experience at Truepoint. With a focus on meeting management, data analysis, and client outreach, Brendan is dedicated to ensuring clients receive exceptional service. Beyond the professional realm, Brendan enjoys golf, exploring new restaurants, and spending quality time with family and friends. He is an avid supporter of FC Cincinnati, the Reds, Bengals, and the University of Dayton.

Brian Keating

Job Titles:

Wealth Advisor Sr. Associate

Brian works on the advisor team as a wealth advisor associate where he supports Truepoint's wealth advisors. This role allows him to focus on communicating with clients regarding meeting management, gathering and distributing the appropriate paperwork, fulfilling client requests, and overall administrative support. He started his career, post-graduate school, at an accounting firm but realized he wanted to work with more than just numbers. He draws parallels to his work at Truepoint with some of his extracurricular hobbies, like golf and fishing. Both of those activities require patience, a steady hand (quite literally!), discipline, and constant desire to improve - all of which are critical pieces to his work as a wealth advisor associate. A Cincinnati native and outdoor enthusiast, Brian enjoys spending time with family and friends when he isn't at work or on the golf course or local streams

Bridget Hughes

Job Titles:

Director of Client Services

Bridget oversees Truepoint's client service activities. She manages custodial relations, establishes new accounts, and executes transactions on behalf of clients. As team lead, she strives to ensure that Truepoint provides the best possible customer service experience and that its internal processes are efficient and effective. She is proud of Truepoint's culture of integrity and hard work, and she is grateful that her job offers new challenges every day so that she can continue to learn and grow. Bridget lives in the Over-the-Rhine area of Cincinnati and enjoys hiking, reading and cooking with friends. When not working, she enjoys volunteering through a local dog rescue and is currently a foster mom with Cincinnati Lab Rescue. When she retires, she wants to live in the mountains of Colorado and spend time snowboarding and hiking.

Chris Hess

Job Titles:

IT Service Manager

Chris Veddern

Job Titles:

Tax Sr. Associate

Christine L. Carleton

Job Titles:

Wealth Advisor & Shareholder

Christopher M. Meyer

Job Titles:

Director of Institutional Investing & Shareholder

Conor Feldmann - Shareholder

Job Titles:

Portfolio Manager
Shareholder

Courtney M. Weber

Job Titles:

CFP®, CAP® Co - Chief Client Officer & Shareholder
Co - Chief Client Officer & Shareholder
Wealth Advisor

In her role as Co-Chief Client Officer, Courtney Weber leads the wealth advisory team with the primary objective of ensuring our clients enjoy an exceptional experience with Truepoint. Her unwavering dedication to outstanding client service and her continuous commitment to feedback and learning enables Courtney to orchestrate seamless cooperation and synergy across the firm, particularly with Truepoint's client-facing teams. In addition to her leadership responsibilities, Courtney serves as a wealth advisor, diligently working to instill confidence in clients regarding their financial affairs. She perceives herself as a guiding presence throughout their journey of financial decision-making, organizing, and providing information, all while deriving satisfaction from witnessing clients achieve their aspirations. Outside of work, Courtney enjoys spending time with friends and family, as well as hiking in the great outdoors-the more miles, the better. Her beloved Kindle is always full of books, and her pantry is always stocked with chocolate chips, ready for the next spontaneous batch of late-night cookies.

Crystal Swift

Job Titles:

Event Planning Sr. Associate

Dan Regan

Job Titles:

Operations Sr. Associate

As a member of the investment operations team, Dan focuses on the portfolio accounting and CRM systems that support Truepoint's investment and wealth advisor teams. Dan assists with quarterly reporting and billing efforts and works closely with Truepoint's innovation team on enhancing and automating processes. Dan enjoys spending free time with his wife, Victoria, and two daughters, Sofia and Maria, especially around their pool with extended family and friends. He and his family also enjoy dining at their favorite restaurants, cheering on the Cincinnati Bengals, and staying involved at their parish. Dan is very passionate about sports. He currently serves as the Treasurer for the Guardian Angels Athletic Boosters and leads the Lil' Angels Athletics program for kindergartners. Dan also enjoys listening to music and attending concerts.

Danni Romine

Job Titles:

Client Service Sr. Associate

David J. Bross

Job Titles:

Estate Planner & Shareholder

Deanna V. Sicking

Job Titles:

Wealth Advisor & Shareholder

For as long as she can remember, Deanna has been intrigued by personal finance and investing, and she's grateful that every day in her work she gets to draw on these interests to help others. Deanna enjoys working alongside her clients to create financial plans that bring them peace of mind, security, and fulfillment. She has seen firsthand how, once clients simplify this part of their lives, they can better focus on their careers, relationships, philanthropic efforts, and any other activities they find meaningful. Deanna appreciates Truepoint's collaborative team culture and believes that the firm's focus on client service, intellectual honesty, and transparency makes it unique and distinctive.

Emily A. Coughlin

Job Titles:

Estate Planner

Eric Abner

Job Titles:

IT Service Manager

Eric Chaimowitz - Shareholder

Job Titles:

Shareholder
Tax Manager
CFP® Sr. Tax Manager & Shareholder

Eric helps clients navigate the complexities of the tax code while creating strategies that enable them to achieve their financial goals in the most efficient way. With over a decade of experience in tax planning, he understands that there is often no one "right" approach for a client's tax situation. He enjoys identifying and explaining the possible solutions and helping clients decide upon their best course of action. He also serves as the team's point person for staying abreast of tax legislation, and he has a special knack for relaying new rules and regulations to his colleagues and to Truepoint clients. Outside of the office, Eric and his family like to spend time outdoors, read books, and watch Disney movies. They also love traveling, especially on road trips and cruises. Eric is also an avid Miami Marlins fan.

Ginger S. Ittenbach - CFO, Shareholder

Job Titles:

Director of Finance
Shareholder

Guy M. Clanton

Job Titles:

CFP®, Certified Senior Advisor® Sr. Financial Planner & Shareholder
Financial Planner & Shareholder

Guy believes that comprehensive financial planning should empower clients to live the life they've always wanted. He especially enjoys meeting new clients and learning about their dreams, their families, and their unique life stories. With decades of experience, Guy is able to integrate the many aspects of financial planning and employ a multi-dimensional approach that includes retirement planning, asset protection, insurance selection, and education planning. Additionally, Guy has obtained the Certified Senior Advisor® designation and serves as chairperson of Truepoint's Aging Task Force, a group focused on addressing the changing needs of our aging clients. Guy loves spending time with his wife and three daughters, Laura, Caroline, and Lizzie. He stays active by exercising, hiking and golfing, and he enjoys cooking and reading in his down time.

Haley Schutzenberger

Job Titles:

HR & Benefits Sr. Associate

Heather J. Spencer

Job Titles:

CFP® Sr. Wealth Advisor & Shareholder
Wealth Advisor & Shareholder

Heather works closely with her clients to understand their concerns, their dreams, and their values in order to craft an individualized financial plan that will bring them peace of mind and help them achieve their goals. She is especially skilled at integrating tax planning into larger strategies and explaining complicated rules so that clients can make more informed decisions. Heather appreciates the culture of Truepoint and how a spirit of collaboration extends across the firm. Heather likes to spend time with her family, especially in the mountains or on the water. She and her husband enjoy traveling, and they try to see live music as often as possible-though not quite as often since the birth of their son in 2018.

Hillary Mitchell

Job Titles:

Marketing Sr. Associate

As a member of the marketing team, Hillary supports the marketing and growth efforts of both Truepoint and Commas through brand management, content production, event planning, and project management of all digital products. With a background in the nonprofit space, Hillary appreciates Truepoint's emphasis on empathy, compassion, and service to others. In her free time, Hillary loves to be outside-camping, hiking, kayaking, hammocking, and more. She loves to travel and can be found sleeping in the back of her car anywhere from the foothills of the Montana Rockies to the deserts of Utah. She has visited 18 of the 63 US National Parks. When not on the road, she enjoys exploring all of the best places to eat, drink and play in her hometown of Cincinnati with her dog, Stevie Nicks-Irwin.

Janel E. Carroll

Job Titles:

CFP®, CDFA / Sr. Wealth Advisor & Shareholder
Wealth Advisor & Shareholder

Jessica Mann

Job Titles:

Talent Manager & Shareholder

As a senior talent manager at Truepoint, Jessica develops and executes the human capital strategy in support of the overall business plan and strategic direction of the firm. It's her love of meeting new people through the recruiting process that makes each day look a little different and feel very rewarding. But once she's recruited a new member of the team, the work doesn't end for Jessica. She actively collaborates with all team members to help them grow along a career path they desire. The fact that it often looks different for everyone gives Jessica some serious excitement about being part of the design. When not coordinating the various school and activities for her three kids and husband, Jessica can be found in the kitchen where she loves to experiment with cooking and baking. Her family enjoys taking trips to destinations with water - whether it's a lake or ocean-front beach. While all of these interests may not leave much time for other pursuits, Jessica is still hoping to take up tennis.

John S. Evans

Job Titles:

PFS, CFP® Sr. Wealth Advisor & Shareholder
Wealth Advisor & Shareholder

John's interest in financial planning began when, as a frustrated 17-year-old, he sought to help his mom after his father's unexpected death. At that time, most financial advisors were tied to insurance companies or brokerage firms, so she ended up purchasing products that were laden with high fees and inappropriate for her situation. This experience motivated John to find a different approach to financial advice, a topic he's been quoted on in several publications over the years, including in Kiplinger's, Wall Street Journal, and Money Magazine. John is proud to work at Truepoint, and he feels honored to learn about his clients' concerns, fears, hopes, and dreams. He enjoys drawing on his technical knowledge-particularly of tax strategies, retirement planning, and income forecasting-to create a plan that will empower clients to achieve their goals. John enjoys traveling with his family and working on projects around his home, including painting, landscaping, and minor remodeling jobs. He is also one of Truepoint's many baseball fans but might easily take the title as the chief baseball historian through his love of collecting vintage baseball cards from the 1880s through the 1970s. But when baseball season is over, it's all about supporting the Notre Dame Fighting Irish.

John Wolfenden

Job Titles:

Estate Planner & Shareholder

John helps clients create a multi-pronged approach to taxation, and he coordinates efforts between Truepoint's tax and estate planning teams. He believes that the firm's collaborative ethos is key to providing outstanding client service. Even with a specialized and technical field of knowledge, John connects with clients on a personal level and contributes directly to their financial and wealth management goals. Outside of work, John enjoys spending time with his family, reading, and playing golf.

Jordan Patrick

Job Titles:

Financial Advisor

Jordan serves in a dual role as a wealth advisor for Truepoint Wealth Counsel and Commas. As a wealth advisor, Jordan creates personalized financial plans that help clients achieve their goals. He enjoys combining his analytic knowledge with his relational skills in order to craft strategies that fit each client personally. He believes that advising isn't just about the numbers; it should instead focus on helping clients feel fulfilled, successful, and at peace. Jordan is grateful to work with a team of professionals who are selfless in their pursuit of serving others. Outside of work, Jordan enjoys spending quality time outdoors with his family. Some of his favorite activities include taking walks in the neighborhood with his wife and son, fly fishing, and visiting National Parks.

Josh Borges

Job Titles:

Tax Manager

Josh joined the Truepoint team as a tax manager, where he assists clients with all of their individual tax needs. While working closely with Truepoint advisors, he focuses on completing tax returns and weighing the tax impact of various financial decisions. For Josh, taxes are like a puzzle to solve when attempting to determine the tax effects on any one transaction. Prior to joining the Truepoint team, Josh spent time on the tax team at a local accounting firm and is a Certified Public Accountant. Outside of work, Josh enjoys running and is a big sports fan and follows baseball, football, Formula 1 and NASCAR. Josh also enjoys trying new local restaurants with his wife.

Josh Kommer - Shareholder

Job Titles:

Portfolio Manager
Shareholder

Juris Doctor

Job Titles:

Certified Public Accountant

Justin Gubser

Job Titles:

Tax Manager

Justin's specialties lie in accounting, tax planning, and tax compliance, making him an invaluable asset to our team and our clients. He works primarily on individual tax return preparation and review, tax projections, and tax research projects. His expertise extends also to staying updated on Federal and State tax legislation developments, ensuring that our clients receive the most up-to-date tax guidance. Outside of the office, he likes to stay active through golfing and bowling, is an avid supporter of University of Kentucky football and basketball and values quality time spent with friends and family.