John is a Certified Public Accountant, Personal Financial Specialist and Certified Financial Planner. A graduate of Northwest Missouri State University, John received his B.S. with honors in Accounting and Business Management. He was awarded the Clifford Kensinger Award, given to the top accounting student.
John entered the financial planning business when he realized the clients of his CPA firm were being poorly served by financial planners. Few clients ever received planning, as most planners simply wanted to sell a product. Consequently, John saw that most people end up with no plan, the wrong plan, the wrong investments and necessary documents were not prepared. His passion was fueled by the untimely death of his father, leaving his mother without the means to cope. His firm developed a system to provide complete planning services economically.
John is a member of the American Institute of Certified Public Accountants and the Iowa Society of Certified Public Accountants. He has been an active volunteer serving on numerous boards, including two appointments by the Governor of Iowa to the Iowa Accountancy Examining Board, serving as chair of the Ethics Committee. He was also selected as an Outstanding Young Man by the United States Jaycees in 1977. John is a member of the Better Business Bureau of Iowa; The Premier Companies is a registered Accredited Business.
John lives in Carroll with his wife, Virlee. Their son Nick works for Premier Financial Services, Inc., and their daughter Josie is a hair stylist in Tampa, FL. John enjoys spending time with his family and especially their grandsons and granddaughter.
Nick is a financial coach and our Social Security expert. Nick will be in charge of handling annual reviews for many clients as well as handling the Insurance needs for our clients.
Upon graduating from Iowa State University, Nick was hired by the State of Iowa’s Division of Criminal Investigation as a Special Agent. An opportunity came in 2012 to join his Father in the family business.
Nick and his wife, Jacky, have 3 children: Jackson (10), Nolan (7) and Lena (4). Nick and his family are very active in their church. He enjoys spending time with family, golfing, weightlifting, cycling and the occasional home improvement project. Nick is also currently working on his Master’s Degree from Iowa State University.
Becky Muhlbauer, Director of Business Operations
Becky oversees the day-to-day office operations at TrueWealth and keeps all projects moving forward. She facilitates client requests, makes sure new accounts are being processed correctly, and tracks company goals and deadlines to ensure all are met. She handles the accounting side of our business, and is also responsible for bookkeeping and payroll for our clients.
Amanda Preston, Director of First Impressions
Amanda is in charge of coordinating all schedules within the office, answering calls and greeting clients and guests. She helps with appointment preparation and assists the rest of the team with the completion of various projects and client services requests.
TrueWealth is looking to hire a full-time Receptionist/Administrative Assistant at our Carroll location. We are searching for an outgoing individual to be the face and voice of our company. This position includes both receptionist and administrative functions. A successful candidate is someone who: Regularly demonstrates integrity, honesty, teamwork and professionalism Displays patience, empathy and genuine […]