Our Team


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Johnne Syverson, CFP®, AEP®, CAP®

Senior Financial Planner

 

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David Strege, CFP®, CFA, CKA®

Senior Financial Planner

 

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Lance Gunkel, CFP®, CFA

Managing Director

 

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Wayne Johnson, MBA, CFP®, AEP®, CAP®

Financial Planner

 

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Jason Gunkel, CFP®, CFA, CAP®

Chief Investment Officer, Financial Planner

 

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Matt Roberts, MFM, CFP®, CAP®

Chief Planning Officer, Financial Planner

 

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Tyler Conley, MBA, CFP®, CDFA®, CEPA®

Financial Planner

 

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Tim Roemmich, CFP®, CASL®

Senior Associate Financial Planner

 

 
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Jerin Young, CFP®, CKA®

Senior Associate Financial Planner

 

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Ben Geiger, CFP®

Senior Associate Financial Planner

 
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Michael Murkins, CFP®

Senior Associate Financial Planner

 
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Jennifer Scheck

Associate Financial Planner

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Lance Knaack

Associate Financial Planner

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Ryan Simpson

Associate Financial Planner

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Meri Grogan

Director of Finance & Administration

 

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Julie Summa

Director of Marketing & Communications

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Deb Longseth

Executive Assistant & Events

 

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Kara Knaack

Marketing & Communications Coordinator

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Debbie Richards

Receptionist

 

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Megan Geary

Accounting Assistant

 

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Tim Schau

IT Support Specialist

 

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Nicole Tripp

Administrative Assistant

 

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Cameron Pietzsch

Client Service Associate

 

 

For Syverson Strege employees who participate in the United Healthcare plan, please click here to access the machine-readable files created and published by UnitedHealthcare.