Your Wealth Management Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
David W. Verhille
Managing Partner, ChFC®, CLU®, CEBS®, MBA
(319) 739-1368
As Executive Vice President for the Financial Strategies Division of TrueNorth, Dave Verhille brings more than thirty years of experience in insurance and financial planning.
Robin Byers
Client Services Assistant
Robin Byers is a Client Services Assistant with TrueNorth Wealth Management. Her passion is to locate the solutions for any client problem and develop personal relationships.