John Sklenar
CPA, PFS & CFP®
Founder

John is a graduate of Northwest Missouri State University with a B.S. in Accounting and Business Management. He was awarded the Clifford Kensinger Award which is given to the top accounting student.  He 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.

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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. He saw that many people end up with no plan, the wrong plan, the wrong investments, or lacked necessary documents to accomplish the family’s goals. 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.

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John lives in Carroll with his wife, Virlee. Their son Nick works with him, and their daughter, Josie, is a hair stylist in Stillwater, OK. John enjoys spending time with his family and especially their grandkids. John’s true purpose is generosity. His family gives generously out of time, talent and treasure. He also enjoys bicycling and scuba diving.