Jason Gunkel has been with Syverson Strege since 2004 when he started as a college intern and worked his way into his current roles as Chief Investment Officer and Financial Planner. He is also a member of the Investment Committee where he helps design and monitor the firm’s investment strategies.
Jason received a Bachelor's degree in Finance and Accounting from Drake University with summa cum laude honors. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and has earned the Chartered Financial Analyst (CFA®) designation. Jason has a special interest in charitable giving strategies and has completed the Chartered Advisor in Philanthropy (CAP®) program.
I am passionate about enriching the lives of others through service. I enjoy teaching Financial Peace University and helping lead the men’s ministry programs at my church. My favorite time is spent with my wife, Liz, chasing around our toddlers, Evan and Adalyn, and our three dogs (my two crazy Jack Russell Terriers and her more normal Schnoodle). We like to travel as much as possible and have been to every continent (besides Antarctica) between the two of us. I also enjoy my Tuesday night golf league while she has book club.