• Meet the people who form the foundation of every financial plan created for our clients. Our professionals are a blend of unique personalities who are dedicated to financial education, service, teamwork, and client-focused care.


    Matt Roberts, MFM, CFP®, CAP®

    Chief Planning Officer, Financial Planner

    Meri Grogan

    Director of Finance & Administration

    David Strege, CFP®, CFA, CKA®

    Senior Financial Planner

    Jason Gunkel, CFP®, CFA, CAP®

    Chief Investment Officer, Financial Planner


    Tim Roemmich, CFP®, CASL®

    Senior Associate Financial Planner

    Ben Geiger, CFP®

    Financial Planner

    Mike Murkins, CFP®

    Financial Planner

    Jerin Young, CFP®, CKA®

    Senior Associate Financial Planner

    Jennifer Scheck

    Associate Financial Planner

    Lance Knaack, CFP®

    Associate Financial Planner

    Ryan Simpson, CFP®

    Associate Financial Planner

    Operations & Administration

    Christina Gayman, APR

    Director of Communications & Marketing

    Deb Longseth

    Client Service Specialist

    Kara Knaack

    Communications & Marketing Specialist

    Megan Geary

    Accounting Assistant

    Tim Schau

    IT Support Specialist

    Nicole Tripp

    Client Service Associate

    Cameron Pietzsch

    Client Service Associate

    Tracy White


    Teamwork. Friendships. Encouragement. Kindness. Patience. Special. Peace and calm. Compassion and care. Serving each other. Like family. Those are a few words and phrases that describe the culture at Syverson Strege.     

    We have a “people over process” culture with respect and support for each other. Relationship building is an intentional focus. Opinions and ideas are listened to. Our team members also enjoy great benefits and a flexible, modern work environment!  

    Getting Started is Easy!

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