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 Sklenar, CFP®
Nick is a financial coach and our Social Security expert. Nick will be in charge of handling plan 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, Nolan and Lena. 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.
Bryan is our newest member at TrueWealth. He looks forward to getting to know our existing clients as well as meeting new ones. He will be involved in many facets of assisting our clients with the financial services we provide.
Bryan grew up in Manson, Iowa, and graduated from Buena Vista University in Storm Lake with a degree in business management. Bryan’s career started here in Carroll managing the On Cue entertainment retail store. His other management opportunities have included an optometry clinic in Nebraska, Avera McKennan hospital in Sioux Falls, and Mayo Clinic Health System in Minnesota.
Bryan has 3 children: Seth, Emma and Chloe. Bryan is a very active member of his church, including praise band team and youth group leadership. He is also a member of All Strings Attached Carroll Area Symphony. Bryan enjoys music, running outdoors, playing piano, reading, playing cards, and serving others.
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.