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®, CDFA^®, CEPA^® Financial Planner
	Tim Roemmich, CFP®, CASL® Senior Associate Financial Planner
	Jerin Young, CFP®, CKA® Senior Associate Financial Planner
	Ben Geiger, CFP® Senior Associate Financial Planner
	Michael Murkins, CFP® Senior Associate Financial Planner
	Jennifer Scheck Associate Financial Planner
	Lance Knaack Associate Financial Planner
	Ryan Simpson Associate Financial Planner
	Meri Grogan Director of Finance & Administration
	Julie Summa Director of Marketing & Communications
	Deb Longseth Executive Assistant & Events
	Kara Knaack Marketing & Communications Coordinator
	Debbie Richards Receptionist
	Megan Geary Accounting Assistant
	Tim Schau IT Support Specialist
	Nicole Tripp Administrative Assistant

David Strege, CFP®, CFA, CKA®