Lance Gunkel is Sherpa’s Chief Investment Officer where he oversees the firm’s investment committee, analyzes current economic and market trends, and formulates the firm’s investment strategies. Lance has been with the firm since 2003. He received a Bachelor’s degree in Finance from Drake University and a Master’s in Business Administration (MBA) from the University of Iowa.
Lance is a CERTIFIED FINANCIAL PLANNER™ practitioner and is a Chartered Financial Analyst (CFA®) charterholder. He has been quoted in many publications including the CFA Magazine, Des Moines Register, Des Moines Business Record, Wall Street Journal, New York Times, and Financial Planning magazine.
I am driven to work hard for our clients in an effort to help them reach the goals that are important to them and, in addition, assist the communities they live in. Outside of the office I enjoy time with family: my wife, Carolyn, and two boys, Will and Pete. My wife and I work to teach our boys the benefits of an active lifestyle, helping others, and the virtue in being kind and generous in all of our relationships. I enjoy reading, overseas travel, and am an avid runner and Ironman triathlete.
**All articles are available upon request