The Financial Planning and Advisory Team at Truepoint Wealth Counsel is responsible for developing personalized financial strategies, offering investment management advice, and providing comprehensive wealth planning services. This team collaborates with clients to create tailored plans that align with their financial goals, ensuring long-term financial security and growth.
Blake Price
Wealth Advisor
Brian Keating
Wealth Advisor Associate
Christine L. Carleto...
Senior Wealth Advisor & Shareh...
Janel E. Carroll
Senior Wealth Advisor & Shareh...
Kate Brownstein
Senior Financial Planner
Laura Maxwell
Wealth Advisor Associate
Michelle Stevens
Sr. Financial Planner
Sam Chasnoff
Financial Planning Associate
Scott M. Barbee
Senior Wealth Advisor & Shareh...
Steven Milby
Wealth Advisor Associate
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