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Kathleen Schnelle

Sr. Tax Manager & Shareholder at Truepoint Wealth Counsel

  • LinkedIn

I work on tax returns with attention to detail to bring peace of mind to our clients. I advise families and individuals with tax planning strategies to help clients meet their financial g...

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TRUEPOINT WEALTH COUNSEL

TRUEPOINT WEALTH COUNSEL

  • description Description
    Since our founding in 1990, the focus of Truepoint Wealth Counsel has been creating the best personal financial advisory experience possible. We are fee-only fiduciaries and remain 100% emplo...

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  • Employees count Employees 51-200
  • Revenue Revenue 10 Million to 25 Million
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Truepoint Wealth Counsel Org Chart and Mapping

Employees

Ginger Ittenbach

Director of Tax Services & Shareholder

Chris Hennekes

Financial Planning Specialist

Kim Jolly

Financial Planning Associate

Christine Carleton

Chair, Women's Wealth Counsel

Ted Parchman

Sr. Portfolio Manager & Shareholder

Bridget Hughes

Sr. Client Services Manager

Susie Arling

Financial Planning Associate

Laura Maxwell

Wealth Advisor Associate

Cfp® Ryan Klekar

Sr. Wealth Advisor & Shareholder

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Answer: Kathleen Schnelle is the current Sr. Tax Manager & Shareholder at Truepoint Wealth Counsel.... Read More

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Answer: Truepoint Wealth Counsel's Sr. Tax Manager & Shareholder is Kathleen Schnelle

Answer: Kathleen Schnelle contact details:

  • Phone number  :  (***)-***-****
  • Email  :  k****@truepointwealth.com

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