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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) 739-1237

(319) 739-1368

dverhille@tnwealth.com

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.

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Kevin Welu

Managing Partner

(319) 739-1436

(319) 739-1368

kwelu@tnwealth.com

Relationship building is what is at the heart of Kevin's investment process for more than 25 years. Gaining understanding of your personal investment goals and objectives helps him plan for your financial future.

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Robin Byers

Client Services Assistant

(319) 739-1237

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.

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Kelly Mohlis

Client Services Assistant

319-209-7015

kmohlis@tnwealth.com

Kelly is a Client Services Assistant with TrueNorth Wealth Management. Kelly recently rejoined the workforce after staying at home to raise her family. She has a background in insurance, management and sales. Her passion lies within...

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