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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