Truepoint Wealth Counsel
Description
Address: 4901 Hunt Rd #200, Cincinnati, OH 45242 Hours: Closed ⋅ Opens 8AM Mon SundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–4PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (513) 792-6648: Place name: Website: : : : : Category: : Website: https://truepointwealth.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Truepoint Wealth Counsel Posting publicly on the Web Write a review Reviews 1 Google review
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Truepoint Wealth Counsel Employees
Employee
Years
Job
Industry
Lynda Michael Lynda Michael's Truepoint Wealth Counsel Experience September 2012 - Present
Job Business Operations Associate at Truepoint Wealth Counsel, an independent, feeonly wealth advisory firm
Industry Financial Services
Experience
Truepoint Wealth Counsel September 2012 - Present
RWA Architects, Inc. September 2005 - September 2012
Education
Miami University 1994 — 1995
M.A., Speech Communication
Cedarville University 1990 — 1994
B.A., Communication Arts
Truepoint Wealth Counsel September 2012 - Present
RWA Architects, Inc. September 2005 - September 2012
Education
Miami University 1994 — 1995
M.A., Speech Communication
Cedarville University 1990 — 1994
B.A., Communication Arts
Ryan Klekar, CTFA, CFP® Ryan Klekar, CTFA, CFP®'s Truepoint Wealth Counsel Experience May 2011 - Present
Job Wealth Advisor & Principal at Truepoint Wealth Counsel, an independent, feeonly wealth advisory firm
Industry Financial Services
Experience
Truepoint Wealth Counsel May 2011 - Present
Juvenile Diabetes Research Foundation January 2012 - Present
Ken Byers & Associates January 2005 - April 2011
Nationwide Insurance January 2003 - January 2005
Skills
Wealth Management, Financial Advisory, Retirement Planning, Financial Planning, Leadership, Investments, Retirement, Estate Planning, Management, Finance, Wealth, Wealth Management..., Strategic Planning, Team Building
Education
Ohio University 1995 — 1999
BBA, Finance
Truepoint Wealth Counsel May 2011 - Present
Juvenile Diabetes Research Foundation January 2012 - Present
Ken Byers & Associates January 2005 - April 2011
Nationwide Insurance January 2003 - January 2005
Skills
Wealth Management, Financial Advisory, Retirement Planning, Financial Planning, Leadership, Investments, Retirement, Estate Planning, Management, Finance, Wealth, Wealth Management..., Strategic Planning, Team Building
Education
Ohio University 1995 — 1999
BBA, Finance
Will Lundstrom Will Lundstrom's Truepoint Wealth Counsel Experience December 2012 - Present
Job Investment Operations Specialist at Truepoint Wealth Counsel, an independent, feeonly wealth advisory firm
Industry Financial Services
Experience
Truepoint Wealth Counsel December 2012 - Present
Vantiv February 2012 - December 2012
J.P. Morgan June 2005 - February 2012
J.P. Morgan September 2008 - February 2010
J.P. Morgan April 2007 - September 2008
Skills
Supervisory Skills, Data Entry, Microsoft Office, Process Improvement, Problem Solving, Mutual Funds, Trading, Customer Relations, Business Analysis, Requirements Gathering, Operations Management, Customer Service, Visio
Education
Hanover College 2001 — 2005
Bachelor of Arts, Communication
Truepoint Wealth Counsel December 2012 - Present
Vantiv February 2012 - December 2012
J.P. Morgan June 2005 - February 2012
J.P. Morgan September 2008 - February 2010
J.P. Morgan April 2007 - September 2008
Skills
Supervisory Skills, Data Entry, Microsoft Office, Process Improvement, Problem Solving, Mutual Funds, Trading, Customer Relations, Business Analysis, Requirements Gathering, Operations Management, Customer Service, Visio
Education
Hanover College 2001 — 2005
Bachelor of Arts, Communication
Reid Schlotterbeck, CPA Reid Schlotterbeck, CPA's Truepoint Wealth Counsel Experience November 2013 - June 2014
Job Senior Tax Manager at Barnes Dennig
Industry Accounting
Experience
Barnes Dennig June 2014 - Present
Truepoint Wealth Counsel November 2013 - June 2014
Barnes Dennig June 2003 - November 2013
Miami University 2002 - 2003
Skills
Partnership Taxation, Corporate Tax, Tax, Finance, S Corporations, Tax Preparation, GAAP, CPA, Internal Controls, Income Tax
Education
Xavier University 2003 — 2007
MBA, Finance
Miami University 1999 — 2003
Bachelors, Business; Accounting; Finance, Management Information Systems
Barnes Dennig June 2014 - Present
Truepoint Wealth Counsel November 2013 - June 2014
Barnes Dennig June 2003 - November 2013
Miami University 2002 - 2003
Skills
Partnership Taxation, Corporate Tax, Tax, Finance, S Corporations, Tax Preparation, GAAP, CPA, Internal Controls, Income Tax
Education
Xavier University 2003 — 2007
MBA, Finance
Miami University 1999 — 2003
Bachelors, Business; Accounting; Finance, Management Information Systems
Janel Carroll Walker, CPA, CFP® Janel Carroll Walker, CPA, CFP®'s Truepoint Wealth Counsel Experience February 1995 - Present
Job Chief Operating Officer & Principal at Truepoint Wealth Counsel, an independent, feeonly wealth advisory firm
Industry Financial Services
Experience
St. Joseph Home October 2012 - Present
ArtWorks January 2010 - Present
Truepoint Wealth Counsel February 1995 - Present
Saint Ursula Academy 2013 - 2014
Beyond Practice Management 2008 - 2008
ArtWorks 1998 - 2008
GE Capital 1991 - 1994
Deloitte 1988 - 1991
Skills
Accounting, Management, charitable giving, Strategic Financial...
Education
University of Notre Dame 1984 — 1988
Grace M. Davis High School
St. Joseph Home October 2012 - Present
ArtWorks January 2010 - Present
Truepoint Wealth Counsel February 1995 - Present
Saint Ursula Academy 2013 - 2014
Beyond Practice Management 2008 - 2008
ArtWorks 1998 - 2008
GE Capital 1991 - 1994
Deloitte 1988 - 1991
Skills
Accounting, Management, charitable giving, Strategic Financial...
Education
University of Notre Dame 1984 — 1988
Grace M. Davis High School
Courtney Weber, CPA, CFP®'s Truepoint Wealth Counsel Experience 2006 - Present
Job Wealth Advisor at Truepoint Wealth Counsel, an independent, feeonly wealth advisory firm
Industry Financial Services
Experience
Truepoint Wealth Counsel 2006 - Present
PricewaterhouseCoopers 2004 - 2006
Ernst & Young 2002 - 2003
Education
University of Notre Dame 2003 — 2004
MSA, Accountancy
University of Notre Dame 1999 — 2003
BBA, Accountancy
Truepoint Wealth Counsel 2006 - Present
PricewaterhouseCoopers 2004 - 2006
Ernst & Young 2002 - 2003
Education
University of Notre Dame 2003 — 2004
MSA, Accountancy
University of Notre Dame 1999 — 2003
BBA, Accountancy
Eric Ross, CFP® Eric Ross, CFP®'s Truepoint Wealth Counsel Experience October 2013 - Present
Job Truepoint Wealth Counsel, an independent, feeonly wealth advisory firm
Industry Financial Services
Experience
Truepoint Wealth Counsel October 2013 - Present
Education
The Ohio State University Fisher College of Business 1988 — 1993
Truepoint Wealth Counsel October 2013 - Present
Education
The Ohio State University Fisher College of Business 1988 — 1993
Dwight Brenner Dwight Brenner's Truepoint Wealth Counsel Experience February 2014 - Present
Job Technology Associate at Truepoint Wealth Counsel, an independent, feeonly wealth advisory firm
Industry Financial Services
Experience
Truepoint Wealth Counsel February 2014 - Present
Viox Services November 2013 - February 2014
Fifth Third Bank April 2012 - October 2013
Bankers Life and Casualty September 2011 - December 2011
Olivet Nazarene University August 2007 - May 2011
Mr. Clean's Performance Car Wash April 2007 - August 2007
Skills
Computer Hardware, Computer Repair, Customer Service, Windows, Microsoft Office, Windows 7, Computer Maintenance, Residential Mortgages, Data Entry, OS X, Risk Assessment, Linux, Troubleshooting, Networking, Access, Outlook, Customer Relations
Education
Olivet Nazarene University 2007 — 2011
BS, Marketing, Management
Lakota West High School 2004 — 2007
High School Diploma
Truepoint Wealth Counsel February 2014 - Present
Viox Services November 2013 - February 2014
Fifth Third Bank April 2012 - October 2013
Bankers Life and Casualty September 2011 - December 2011
Olivet Nazarene University August 2007 - May 2011
Mr. Clean's Performance Car Wash April 2007 - August 2007
Skills
Computer Hardware, Computer Repair, Customer Service, Windows, Microsoft Office, Windows 7, Computer Maintenance, Residential Mortgages, Data Entry, OS X, Risk Assessment, Linux, Troubleshooting, Networking, Access, Outlook, Customer Relations
Education
Olivet Nazarene University 2007 — 2011
BS, Marketing, Management
Lakota West High School 2004 — 2007
High School Diploma
Heather Swob, CPA, CFP® Heather Swob, CPA, CFP®'s Truepoint Wealth Counsel Experience January 2008 - Present
Job Wealth Advisor at Truepoint Wealth Counsel, an independent, feeonly wealth advisory firm
Industry Financial Services
Experience
Truepoint Wealth Counsel January 2008 - Present
Buckingham Financial Group June 2002 - January 2008
Buckingham Financial Group August 2001 - June 2002
Skills
Retirement, Tax Preparation, Strategic Financial..., Financial Advisory, Retirement Planning, Wealth Management, Personal Financial..., Wealth, Financial Planners, 401k Rollovers, Investment Strategies, College Education..., Employee Stock Options, Wealth Accumulation, Estate Planning
Education
University of Dayton 2007 — 2010
MBA, Accounting
Wright State University 1999 — 2002
BS, Financial Services
Truepoint Wealth Counsel January 2008 - Present
Buckingham Financial Group June 2002 - January 2008
Buckingham Financial Group August 2001 - June 2002
Skills
Retirement, Tax Preparation, Strategic Financial..., Financial Advisory, Retirement Planning, Wealth Management, Personal Financial..., Wealth, Financial Planners, 401k Rollovers, Investment Strategies, College Education..., Employee Stock Options, Wealth Accumulation, Estate Planning
Education
University of Dayton 2007 — 2010
MBA, Accounting
Wright State University 1999 — 2002
BS, Financial Services
Claire McKenna, CPA Claire McKenna, CPA's Truepoint Wealth Counsel Experience January 2014 - Present
Job Tax Associate at Truepoint Wealth Counsel
Industry Financial Services
Experience
Truepoint Wealth Counsel January 2014 - Present
Truepoint Wealth Counsel November 2011 - December 2013
Ohio Justice & Policy Center April 2009 - October 2011
IBM Global Services January 2007 - December 2007
Women in International Security (WIIS) January 2004 - December 2006
The Henry L. Stimson Center September 2003 - January 2004
Skills
Research, Project Management, Microsoft Excel, Strategic Planning, Microsoft Office, Data Analysis, Non-profits, Fundraising, Editing, Management
Education
Georgetown University 2005 — 2007
MA, Security Studies
Boston University 1997 — 2001
BA, Economics
Walnut Hills High School
Truepoint Wealth Counsel January 2014 - Present
Truepoint Wealth Counsel November 2011 - December 2013
Ohio Justice & Policy Center April 2009 - October 2011
IBM Global Services January 2007 - December 2007
Women in International Security (WIIS) January 2004 - December 2006
The Henry L. Stimson Center September 2003 - January 2004
Skills
Research, Project Management, Microsoft Excel, Strategic Planning, Microsoft Office, Data Analysis, Non-profits, Fundraising, Editing, Management
Education
Georgetown University 2005 — 2007
MA, Security Studies
Boston University 1997 — 2001
BA, Economics
Walnut Hills High School
Scott Barbee, CPA, CFP® Scott Barbee, CPA, CFP®'s Truepoint Wealth Counsel Experience May 2005 - Present
Job Wealth Advisor & Principal at Truepoint Wealth Counsel, an independent, feeonly wealth advisory firm
Industry Financial Services
Experience
Truepoint Wealth Counsel May 2005 - Present
Education
University of Cincinnati College of Business 1989 — 1994
Bachelor of Business Administration (BBA), Accounting
Truepoint Wealth Counsel May 2005 - Present
Education
University of Cincinnati College of Business 1989 — 1994
Bachelor of Business Administration (BBA), Accounting
Martha Strebinger, CFA's Truepoint Wealth Counsel Experience February 2014 - Present
Job Investment Specialist at Truepoint Wealth Counsel, an independent, feeonly wealth advisory firm
Industry Financial Services
Experience
Truepoint Wealth Counsel February 2014 - Present
GMO June 2012 - February 2014
Wellington Management March 2012 - June 2012
Wellington Management October 2009 - March 2012
Wellington Management October 2007 - October 2009
Skills
Investments, Equities, Investment Management, Portfolio Management, Analysis, Bloomberg, Alternative Investments, Mutual Funds, Asset Allocation, Fixed Income
Education
Cornell University 2003 — 2007
BS, Human Biology, Health and Society
Truepoint Wealth Counsel February 2014 - Present
GMO June 2012 - February 2014
Wellington Management March 2012 - June 2012
Wellington Management October 2009 - March 2012
Wellington Management October 2007 - October 2009
Skills
Investments, Equities, Investment Management, Portfolio Management, Analysis, Bloomberg, Alternative Investments, Mutual Funds, Asset Allocation, Fixed Income
Education
Cornell University 2003 — 2007
BS, Human Biology, Health and Society
Liz B. Niehaus CFP® Liz B. Niehaus CFP®'s Truepoint Wealth Counsel Experience 2007 - Present
Job Wealth Advisor at Truepoint Wealth Counsel, an independent, feeonly wealth advisory firm
Industry Financial Services
Experience
Truepoint Wealth Counsel 2007 - Present
Johnson Mortgage Services, Inc. September 2002 - November 2007
Education
Miami University 1982 — 1986
BA, Finance
Upper Arlington
Truepoint Wealth Counsel 2007 - Present
Johnson Mortgage Services, Inc. September 2002 - November 2007
Education
Miami University 1982 — 1986
BA, Finance
Upper Arlington
Tom Bentley, CTFA CFP® Tom Bentley, CTFA CFP®'s Truepoint Wealth Counsel Experience January 2004 - Present
Job Estate Planning Specialist & Principal at Truepoint Wealth Counsel, an independent, feeonly wealth advisory firm
Industry Financial Services
Experience
Truepoint Wealth Counsel January 2004 - Present
Education
Xavier University 1995 — 1997
MBA
Loyola University Chicago 1990 — 1993
BBA, Accounting
Truepoint Wealth Counsel January 2004 - Present
Education
Xavier University 1995 — 1997
MBA
Loyola University Chicago 1990 — 1993
BBA, Accounting
Katrina Hartsel Katrina Hartsel's Truepoint Wealth Counsel Experience December 2013 - Present
Job People Development Specialist at Truepoint Wealth Counsel, an independent, feeonly wealth advisory firm
Industry Financial Services
Experience
Truepoint Wealth Counsel December 2013 - Present
Truepoint Inc April 2007 - Present
UNIFI Companies June 2005 - April 2007
Education
College of Mount St. Joseph 2003 — 2005
Bachelor of Arts, Liberal Studies
Truepoint Wealth Counsel December 2013 - Present
Truepoint Inc April 2007 - Present
UNIFI Companies June 2005 - April 2007
Education
College of Mount St. Joseph 2003 — 2005
Bachelor of Arts, Liberal Studies
Chris Hennekes, CPA, CFP® Chris Hennekes, CPA, CFP®'s Truepoint Wealth Counsel Experience October 2011 - Present
Job Financial Planning Associate at Truepoint Wealth Counsel, an independent, feeonly wealth advisory firm
Industry Financial Services
Experience
Truepoint Wealth Counsel October 2011 - Present
J.P. Morgan July 2010 - September 2011
OJM Group February 2010 - May 2010
Xavier Student Investment Fund August 2009 - May 2010
Axcess Financial June 2009 - November 2009
Skills
Excel, Data Analysis, Client Relationship..., Time Management, International Relations
Education
Xavier University 2006 — 2010
Bachelor of Science in Business Administration, Finance, Psychology
Loyola University of Chicago 2009 — 2009
Truepoint Wealth Counsel October 2011 - Present
J.P. Morgan July 2010 - September 2011
OJM Group February 2010 - May 2010
Xavier Student Investment Fund August 2009 - May 2010
Axcess Financial June 2009 - November 2009
Skills
Excel, Data Analysis, Client Relationship..., Time Management, International Relations
Education
Xavier University 2006 — 2010
Bachelor of Science in Business Administration, Finance, Psychology
Loyola University of Chicago 2009 — 2009
Christine Carleton Christine Carleton's Truepoint Wealth Counsel Experience February 2014 - Present
Job Wealth Advisor & Principal at Truepoint Wealth Counsel, an independent, feeonly wealth advisory firm
Industry Financial Services
Experience
Truepoint Wealth Counsel February 2014 - Present
The Asset Advisory Group June 2000 - January 2014
Retirement Capital Advisors May 1997 - June 2000
Skills
Strategic Financial..., Asset Managment, Investments, Retirement Planning, Employee Stock Options, Independent Financial..., Registered Investment..., Certified Financial..., Fiduciary Management
Education
University of Cincinnati 1988 — 1990
BA, Communication
Indiana University Bloomington 1985 — 1988
Telecommunications
Truepoint Wealth Counsel February 2014 - Present
The Asset Advisory Group June 2000 - January 2014
Retirement Capital Advisors May 1997 - June 2000
Skills
Strategic Financial..., Asset Managment, Investments, Retirement Planning, Employee Stock Options, Independent Financial..., Registered Investment..., Certified Financial..., Fiduciary Management
Education
University of Cincinnati 1988 — 1990
BA, Communication
Indiana University Bloomington 1985 — 1988
Telecommunications
John Wolfenden John Wolfenden's Truepoint Wealth Counsel Experience August 2015 - Present
Job Tax Associate at Truepoint Wealth Counsel
Industry Financial Services
Experience
Truepoint Wealth Counsel August 2015 - Present
Kohnen & Patton, LLP August 2012 - Present
The Robison Law Firm April 2012 - June 2012
Clark, Schaefer, Hackett & Co. January 2012 - April 2012
IRS April 2011 - January 2012
General Cable August 2010 - December 2010
Graydon Head & Ritchey July 2010 - August 2010
University of Cincinnati June 2010 - July 2010
Skills
Corporate Law, Legal Research, Research, Litigation, Commercial Litigation, Legal Writing, Westlaw, Editing, Microsoft Office, Public Speaking, Analysis, Microsoft Excel
Education
University of Cincinnati College of Law 2009 — 2012
Juris Doctorate
Denison University 2005 — 2009
Bachelor
Truepoint Wealth Counsel August 2015 - Present
Kohnen & Patton, LLP August 2012 - Present
The Robison Law Firm April 2012 - June 2012
Clark, Schaefer, Hackett & Co. January 2012 - April 2012
IRS April 2011 - January 2012
General Cable August 2010 - December 2010
Graydon Head & Ritchey July 2010 - August 2010
University of Cincinnati June 2010 - July 2010
Skills
Corporate Law, Legal Research, Research, Litigation, Commercial Litigation, Legal Writing, Westlaw, Editing, Microsoft Office, Public Speaking, Analysis, Microsoft Excel
Education
University of Cincinnati College of Law 2009 — 2012
Juris Doctorate
Denison University 2005 — 2009
Bachelor
Adam Lipton, CFP® Adam Lipton, CFP®'s Truepoint Wealth Counsel Experience June 2015 - Present
Job Financial Planning Associate at Truepoint Wealth Counsel
Industry Financial Services
Experience
Truepoint Wealth Counsel June 2015 - Present
PNC Financial Services October 2011 - June 2015
Skills
Series 6, Series 63, Asset Management, Investments, Strategic Financial..., Marketing, Retail Banking, Management, Financial Planning, Sales, Credit, Financial Advisory
Education
Ohio University
Bachelor's degree, Finance, General
Truepoint Wealth Counsel June 2015 - Present
PNC Financial Services October 2011 - June 2015
Skills
Series 6, Series 63, Asset Management, Investments, Strategic Financial..., Marketing, Retail Banking, Management, Financial Planning, Sales, Credit, Financial Advisory
Education
Ohio University
Bachelor's degree, Finance, General
Blake Price Blake Price's Truepoint Wealth Counsel Experience April 2015 - Present
Job Client Service Associate at Truepoint Wealth Counsel
Industry Financial Services
Experience
Truepoint Wealth Counsel April 2015 - Present
Fidelity Investments September 2014 - March 2015
Fidelity Investments May 2013 - March 2015
Miami University August 2011 - March 2013
Money Concepts May 2012 - August 2012
Hoffman Munipical Pool May 2006 - August 2012
Education
Miami University 2009 — 2013
Bachelor of Science (B.S.), Finance, General, GPA 3.96
Truepoint Wealth Counsel April 2015 - Present
Fidelity Investments September 2014 - March 2015
Fidelity Investments May 2013 - March 2015
Miami University August 2011 - March 2013
Money Concepts May 2012 - August 2012
Hoffman Munipical Pool May 2006 - August 2012
Education
Miami University 2009 — 2013
Bachelor of Science (B.S.), Finance, General, GPA 3.96
Donna Zaring's Truepoint Wealth Counsel Experience March 2015 - Present
Job Corporate Communications at Truepoint Wealth Counsel, an independent, feeonly wealth advisory firm
Industry Investment Management
Experience
Truepoint Wealth Counsel March 2015 - Present
Fifth Third Bank January 2011 - February 2015
Donna Zaring Communications 2004 - December 2010
Red212 2002 - 2004
Northlich 1998 - 2002
Skills
Marketing Strategy, Integrated Marketing, Interactive Marketing, Digital Marketing, Advertising, Strategic Planning, CRM, Copywriting, Management, Marketing Research, FMCG, Marketing, Product Development, Social Media, Strategy, Business Strategy, Project Management, Strategic Partnerships, Marketing Communications, Public Relations, Media Planning, Direct Marketing, Creative Strategy, Leadership, Brand Development
Education
Miami University 1995 — 1999
Bachelor of Science (BSc), Communications & Marketing
Truepoint Wealth Counsel March 2015 - Present
Fifth Third Bank January 2011 - February 2015
Donna Zaring Communications 2004 - December 2010
Red212 2002 - 2004
Northlich 1998 - 2002
Skills
Marketing Strategy, Integrated Marketing, Interactive Marketing, Digital Marketing, Advertising, Strategic Planning, CRM, Copywriting, Management, Marketing Research, FMCG, Marketing, Product Development, Social Media, Strategy, Business Strategy, Project Management, Strategic Partnerships, Marketing Communications, Public Relations, Media Planning, Direct Marketing, Creative Strategy, Leadership, Brand Development
Education
Miami University 1995 — 1999
Bachelor of Science (BSc), Communications & Marketing
Timothy Topicz, CFA Timothy Topicz, CFA's Truepoint Wealth Counsel Experience August 2011 - September 2012
Job Associate, Financial Institutions Group at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities August 2015 - Present
Global Health, Education, and Economic Development (Global HEED) January 2009 - Present
Deutsche Bank June 2014 - July 2015
Deutsche Bank July 2013 - September 2013
Truepoint Wealth Counsel August 2011 - September 2012
Truepoint Wealth Counsel March 2008 - August 2011
JPMorgan Chase July 2006 - February 2008
Skills
Investment Strategies, Strategic Financial..., Portfolio Management, Retirement Planning, Financial Analysis, Financial Modeling, Finance, Wealth Management, Investment Management, Mutual Funds, Investment Banking, Asset Allocation, Investments, Financial Advisory, Financial Planning
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Accounting, Economics, Entrepreneurship
The Ohio State University - The Max M. Fisher College of Business 2002 — 2006
Bachelor of Science in Business Administration, Finance
Indian Hill High School 1998 — 2002
Wells Fargo Securities August 2015 - Present
Global Health, Education, and Economic Development (Global HEED) January 2009 - Present
Deutsche Bank June 2014 - July 2015
Deutsche Bank July 2013 - September 2013
Truepoint Wealth Counsel August 2011 - September 2012
Truepoint Wealth Counsel March 2008 - August 2011
JPMorgan Chase July 2006 - February 2008
Skills
Investment Strategies, Strategic Financial..., Portfolio Management, Retirement Planning, Financial Analysis, Financial Modeling, Finance, Wealth Management, Investment Management, Mutual Funds, Investment Banking, Asset Allocation, Investments, Financial Advisory, Financial Planning
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Accounting, Economics, Entrepreneurship
The Ohio State University - The Max M. Fisher College of Business 2002 — 2006
Bachelor of Science in Business Administration, Finance
Indian Hill High School 1998 — 2002
Chris Vorwald, CFA's Truepoint Wealth Counsel Experience 2010 - Present
Job Investment Associate at Truepoint Wealth Counsel, an independent, feeonly wealth advisory firm
Industry Financial Services
Experience
Truepoint Wealth Counsel 2010 - Present
Education
Miami University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, Graduated Cum Laude
Truepoint Wealth Counsel 2010 - Present
Education
Miami University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, Graduated Cum Laude
Lauren Detering's Truepoint Wealth Counsel Experience May 2015 - August 2015
Job Student at the University of Cincinnati
Industry Financial Services
Experience
Truepoint Wealth Counsel May 2015 - August 2015
Great American Insurance August 2014 - April 2015
Barnes Dennig January 2014 - April 2014
Carroll Glass June 2009 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Time Management, Teamwork, Social Media, Public Speaking, Social Networking, Event Planning
Education
University of Cincinnati College of Business 2012 — 2016
Finance/ Marketing
Lakeland Community College 2010 — 2012
Post Secondary Enrollment Option (PSEO)
Mentor High School 2008 — 2012
High School Diploma
Audencia Nantes Ecole de Management
International Management
Truepoint Wealth Counsel May 2015 - August 2015
Great American Insurance August 2014 - April 2015
Barnes Dennig January 2014 - April 2014
Carroll Glass June 2009 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Time Management, Teamwork, Social Media, Public Speaking, Social Networking, Event Planning
Education
University of Cincinnati College of Business 2012 — 2016
Finance/ Marketing
Lakeland Community College 2010 — 2012
Post Secondary Enrollment Option (PSEO)
Mentor High School 2008 — 2012
High School Diploma
Audencia Nantes Ecole de Management
International Management
Brendan Keating Brendan Keating's Truepoint Wealth Counsel Experience May 2015 - Present
Job Investment Intern at Truepoint Wealth Counsel
Industry Financial Services
Experience
Truepoint Wealth Counsel May 2015 - Present
Kenwood Country Club May 2011 - August 2014
Skills
Work Effectively, Microsoft Excel, QuickBooks, Teamwork, Time Management, Team Leadership, Microsoft Office, Golf
Education
University of Dayton 2014 — 2018
Master of Business Administration (M.B.A.), Accounting and Finance, Sophomore
St. Xavier High School 2010 — 2014
Truepoint Wealth Counsel May 2015 - Present
Kenwood Country Club May 2011 - August 2014
Skills
Work Effectively, Microsoft Excel, QuickBooks, Teamwork, Time Management, Team Leadership, Microsoft Office, Golf
Education
University of Dayton 2014 — 2018
Master of Business Administration (M.B.A.), Accounting and Finance, Sophomore
St. Xavier High School 2010 — 2014
Steve Condon, CFA's Truepoint Wealth Counsel Experience July 2003 - Present
Job President & Principal at Truepoint Wealth Counsel, an independent, feeonly wealth advisory firm
Industry Investment Management
Experience
Truepoint Wealth Counsel July 2003 - Present
Education
The Ohio State University Fisher College of Business 2001 — 2003
MBA, Investment Management
Thomas More College 1993 — 1997
Bachelor of Arts, Business Administration
Truepoint Wealth Counsel July 2003 - Present
Education
The Ohio State University Fisher College of Business 2001 — 2003
MBA, Investment Management
Thomas More College 1993 — 1997
Bachelor of Arts, Business Administration