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Maeve McNamee Danielson

Financial Coach

Maeve graduated from Brigham Young University—Idaho with a bachelor’s in child development. She worked in education for three years in various positions including one-on-one special education aide and program specialist before transitioning to work in agricultural commercial mortgages. After three years working as a customer service specialist and documentation specialist, she came to work at TrueWealth as the office assistant.

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Maeve was introduced to the team by her in-laws after expressing interest in wealth management. She and her husband, Adam, attended the American Dream Experience in November 2022, and it solidified Maeve’s desire to be a coach. She was impressed by the level of investment education provided, the passion of the other coaches for helping our clients, and the impact the American Dream Experience had on her relationship with money.

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Maeve, Adam, and their two girls live in Carroll while Maeve trains to staff the Ames office full-time.

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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