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.

After graduating from Iowa State University, Nick was hired as a Special Agent by the State of Iowa’s Division of Criminal Investigation where he spent time assigned to the Burlington and Osceola offices.  In 2012, he decided to join his father in the family business.  Nick leads most of the client workshops and events.  With the help of the entire TrueWealth team, Nick maintains hundreds of client relationships and services them in all areas of their finances.  Seeing families grow together and transform their relationship to money is the most exciting part of the job!

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Nick and his wife, Jacky, have 3 children:  Jackson, Nolan, and Lena.  Jackson is studying Finance at Iowa State University and enjoys weightlifting in his free time.  Nolan has overcome countless health issues and surgeries. He greatly enjoys school but enjoys playing on his iPad even more!  Lena recently found a new favorite activity with the swim team. When not in the pool, she loves to spend time participating in theater. Both Nick and Jacky are busy with their children’s many activities and they really enjoy working outside on their acreage together when times allows. Jacky has recently joined the TrueWealth team and will be planning client events. 

Wyatt grew up in the same house outside of Brownville, NE until attending college. While in high school in Auburn NE, Wyatt earned the rank of Eagle Scout by raising money and building a permanent picnic shelter in Boettner Park in Brownville. It is dedicated to the memory of Wyatt’s mother, Juliann, and still enjoyed by visitors today.

 

Wyatt graduated from Northwest Missouri State University with degrees in Business Management and Marketing. Two years later he returned to school to earn his degree in Business Finance. While in school, Wyatt joined the Delta Sigma Phi fraternity. He served as the chapter’s Treasurer, Seargent at Arms, and House Manager. While serving on the fraternity alumni board Wyatt met John Sklenar, also an alumnus of the same fraternity chapter.

 

Before joining True Wealth, Wyatt worked for TD Ameritrade as a stockbroker. He enjoyed educating clients that were new to investing while a member of the New Client Development Group. In January of 2022, John Sklenar offered Wyatt the opportunity to learn a different way to invest and coach with clients. Wyatt joined the team in February of 2022 and now works in the Omaha office.

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.