Truepoint Team
Highly Credentialed Financial Specialists
Truepoint is composed of a highly qualified team of financial specialists who work together to offer innovative solutions and services. Our advisory team offers not only a broad resource of financial knowledge, but an extremely detailed understanding of each specialty area.
Michael J. Chasnoff, CFP® – Founder & CEO
Steven T. Condon, CFA – Managing Principal
Investment Advisory Team
Scott M. Keller, CFA, CAIA – Senior Manager
Timothy J. Topicz, CFA – Manager
Christopher J. Vorwald – Associate
Ted Parchman – Associate
Truepoint Capital Advisory Team
John S. Evans, CPA, CFP ® – Principal
Thomas E. Bentley, CTFA, CFP® – Principal
Scott M. Barbee, CPA, CFP® - Senior Manager
Ginger S. Ittenbach, CPA – Senior Manager
Courtney M. Weber, CPA, CFP® – Manager
Heather J. Swob, CFP® – Manager
Claire G. Fischer – Associate
Chris J. Hennekes – Associate
Truepoint Financial Advisory Team
Wayne A. Lippert, Jr., CFP®- Principal
Elizabeth B. Niehaus, CFP®- Manager
Ryan J. Klekar, CFP® – Manager
Sharon Arnold – Associate
Truepoint Family Office Advisory Team
Michael J. Chasnoff, CFP® – Founder & CEO
Alexandra H. Ollinger, CFP® – Senior Manager
Client Services and Business Operations Team
Janel E. Carroll, CPA, CFP® – Principal
Sherrie L. Campbell – Manager
Katrina M. Hartsel – Manager
Marianne Blount – Associate
Lisa B. Reynolds – Associate
