John S. Evans, CPA, CFP®

Principal, Wealth Advisory Services

John is a graduate of the University of Notre Dame with a degree in Accounting. John combines his income tax and financial planning expertise to deliver broad-based financial planning services for executives and high-net-worth families. Before joining Truepoint in 2001, John was with Deloitte & Touche for nine years providing personal financial planning and income tax services to employees and executives of companies such as Cincinnati Bell, Cincinnati Financial Corporation, EW Scripps and Procter & Gamble. He has also served some of Cincinnati’s most prominent families.

The integration of John’s deep income tax expertise with his specialties in AMT tax mitigation, retirement plan distributions and stock option planning provides depth and leadership to our tax-planning staff.