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Gary Mart
CPA 

Gary joined TrueWealth November 1, 2024, bringing 47 years of experience in insurance, investments, tax and accounting. He has a BS degree in accounting from Buena Vista College and is a CPA. 

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Gary and his wife, Rhonda, have been married for 50 years and have been Carroll residents for 45 years. Rhonda was the executive director of New Hope Village for 12 years before retiring in 2020. 

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They have two children, Chris and Alecia. Chris is a director with Principal Financial and has a son, Brady. Alecia and her husband, Mike, reside near Carroll and have 3 children-Brentan, Alyvia and Bryce. Attending their grandchildren's events keeps Gary and Rhonda busy.

 

Gary likes to hunt, fish and bicycle. Gary spends the first week or two of October in 

northern Minnesota guiding bear hunters with his brother, Tim. Gary and Rhonda are avid travelers. 

Mailing Address
PO Box 665
Carroll, IA 51401
Phone # 712-792-6400
Toll-Free # 866-792-6668
Fax # 712-792-6670

Our
Locations

Investment Advisory services are offered through Premier Financial Services Inc d/b/a TrueWealth Nation, a Registered Investment Adviser in the States of Iowa, Nebraska, Texas and Colorado, and/or True Wealth LLC, a Registered Investment Adviser in the States of Iowa and Nebraska and allowed to conduct business in other states as allowed by de minimus law. Information is presented for educational purposes only and is not intended to be a solicitation for a purchase or sale of a security. For further information regarding the advisor and the nature of the firm’s services, the firm’s disclosure brochure can be found at http://adviserinfo.sec.gov using CRD# 157347 (Premier Financial Services Inc d/b/a TrueWealth Nation) or CRD#338682 (True Wealth LLC)
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