Johnne Syverson has more than 40 years’ experience in financial consulting and advising. He is a CERTIFIED FINANCIAL PLANNER (CFP®) practitioner, and one of only 2,000 practitioners in the United States who is credentialed as an Accredited Estate Planner (AEP®). He was among the first in the nation to attain the Chartered Advisor in Philanthropy (CAP®) designation. Johnne has earned his Heritage Design Professional (HDP™) designation and is one of only sixty certified Heritage Design Professionals in the country. In addition, he has a Masters of Science in Financial Services degree (MSFS) from the American College in Bryn Mawr, PA.
Johnne specializes in values-based planning for high net worth families, a process that incorporates their philanthropic values into the traditional financial and estate planning process. He also serves as a resource to other professionals in the area of advanced estate and charitable tax planning.
In 1981, he co-founded the first independent fee-for-service financial planning firm in Iowa. He has served as past president of the Central Iowa chapter of the Financial Planning Association (FPA). Johnne served as past president of the Mid-Iowa Estate Planning Council, and is a member of the National Association of Personal Financial Advisors (NAPFA) made up exclusively of fee-only planners. He currently serves on the Board of Directors of the Iowa Association of Business and Industry (ABI). Johnne served as past president of the International Association of Advisors in Philanthropy (AiP), an office that reflects his expertise in charitable planning. He also served as past president of Mid-Iowa Planned Giving Council.
Johnne has been interviewed by many media sources and has been named as a resource in Wall Street Journal, Newsweek, Investment Advisor, Financial Planning, Boomer Planning, the Des Moines Register, CCH Practical Estate Planning, Des Moines Business Record, Iowa Farm Bureau Spokesman, Progressive Farmer, Farm Journal, The Advisor published by World Vision and NAPFA Advisor magazine.
I live in West Des Moines with my wife, Linda, and have three adult children and nine grandchildren. When not working I enjoy traveling with my wife and riding my Harley.
I continue to be energized by developing and maintaining meaningful relationships with clients and others whom I can help. Life is full of twists and turns, and we all need help from time to time. I especially enjoy teaching people principles of sound financial stewardship, which can benefit themselves, their families and their communities. In this small way I am privileged to share my life experiences with others to help them live a more meaningful life. My words to live by are found in the Scripture verse: “Love the Lord your God with all your heart, soul, mind and strength, and love your neighbor as yourself.”
*All data as of 5/1/2018
**All articles are available upon request