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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.

 

Russ has more than 15 years experience in the financial services industry. His primary focus is on educating high net worth families and organizational clients on complex financial matters.

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David W. Verhille

Managing Partner, ChFC®, CLU®, CEBS®, MBA

(319) 739-1237

(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.

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Charlie Weber

Managing Partner, CFP®, CRC®

(319) 739-1315

(319) 739-1368

Risk management and associated client communication are a key focus for Charlie and the team. With almost 23 years experience working in the investment industry.

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Kevin Welu

Managing Partner

(319) 739-1436

(319) 739-1368

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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Kandi Gordy

LPL Registered Sales Assistant

(319) 739-1315

Kandi Gordy's passion to serve clients defines the exceptional client experience she provides families and organizations.

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Wendy Nemecek is a Registered Client Relationship Specialist with TrueNorth Wealth Management. She provides our clients an exceptional client experience. Wendy assists with onboarding new client relationships, new account setup,...

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Whitney Gehrls

Client Services Associate

(319) 739-1237

Whitney has worked in the financial industry for five years and is also working toward completing her Business Management degree.

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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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