Our Team

	Johnne Syverson, CFP®, AEP®, CAP® Senior Financial Planner
	David Strege, CFP®, CFA, CKA® Senior Financial Planner
	Lance Gunkel, CFP®, CFA Managing Director
	Wayne Johnson, MBA, CFP®, AEP®, CAP® Financial Planner
	Jason Gunkel, CFP®, CFA, CAP® Chief Investment Officer, Financial Planner
	Matt Roberts, MFM, CFP®, CAP® Chief Planning Officer, Financial Planner
	Tyler Conley, MBA, CFP®, CEPA® Financial Planner
	Tim Roemmich, CFP®, CASL® Senior Associate Financial Planner
	Jerin Young, CFP® Associate Financial Planner
	Ben Geiger, CFP® Associate Financial Planner
	Michael Murkins, CFP® Associate Financial Planner
	Jennifer Scheck Associate Financial Planner
	Lance Knaack Associate Financial Planner
	Michael Team Client Service Associate
	Meri Grogan Director of Finance & Administration
	Julie Summa Director of Marketing & Communications
	Deb Longseth Executive Assistant & Events
	Debbie Richards Receptionist
	Megan Geary Accounting Assistant
	Tim Schau IT Support Specialist

David Strege, CFP®, CFA, CKA®