Request Appointment

Amelia Hammond

Senior Trader

Andrew Ciccone

Trader

Ben Smith

Investment Analyst

Brandon Coonse, CFA

Head of Business and Sales Strategy

Brian C. Duttera, CF2^®

Founding Partner | Co-CIO

419-830-7041

419-830-7047

Brian@truealphawm.com

Chad E. Wicker, AAMS^®

Managing Partner | Co-CIO

419-220-5240

Chad@truealphawm.com

Daniel Makepeace

Investment Operations & Data Specialist

Derek Schug, CFA

Senior Vice President, Head of Portfolio Management

Elizabeth A. Skrinak, CFP^®, CF2^®

Founding Partner | Director of Financial Planning

419-830-7042

419-830-7047

Liz@truealphawm.com

Janice A. Grasl

Senior Wealth Management Associate

419-830-7045

419-830-7047

Janice@truealphawm.com

John Choquette, CFA

Investment Analyst

Kara Murphy, CFA

Chief Investment Officer

Megan A. McKean

Wealth Management Associate

419-830-7049

419-830-7047

Megan@truealphawm.com

Michael Humbert

Investment Analyst

Ryan Chang

Investment Analyst

Sarah C. Przyojski

Wealth Management Associate

419-220-5242

sarah.przyojski@truealphawm.com

Stephanie M. Fratoe

Sr. Wealth Management Associate - Relationship Manager

419-830-7043

419-830-7047

Stephanie@truealphawm.com

Steven H. Hafner, CF2^®, AIF^®

Managing Partner | COO

419-830-7050

419-830-7047

steven@truealphawm.com

Svante Rocabado

Investment Analyst

Tessa E. Steinemann, CFP^®, CDFA^®

Managing Partner | CFO

419-830-7046

419-830-7047

tessa@truealphawm.com

Tyler R. McKean, CF2®, CEPA, AWMA

Managing Partner | CEO

419-830-7048

419-830-7047

tyler@truealphawm.com

Victoria Balser

Head of Marketing and Client Experience Strategy