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Our Team


Johnne Syverson professional bio

Johnne Syverson, CFP®, AEP®, CAP®

Senior Financial Planner

 

David Strege professional bio

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

 

Jason Gunkel professional bio

Jason Gunkel, CFP®, CFA, CAP®

Chief Investment Officer, Financial Planner

 

Matt Roberts professional bio

Matt Roberts, MFM, CFP®, CAP®

Chief Planning Officer, Financial Planner

 

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Tyler Conley, MBA, CFP®, CEPA®

Financial Planner

 

Tim Roemmich professional bio

Tim Roemmich, CFP®, CASL®

Senior Associate Financial Planner

 

 
Jerin Kreinbring professional bio

Jerin Young, CFP®

Associate Financial Planner

 

Ben Geiger professional bio

Ben Geiger, CFP®

Associate Financial Planner

 
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Michael Murkins, CFP®

Associate Financial Planner

 
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Jennifer Scheck

Associate Financial Planner

 Lance Knaack  

Lance Knaack

Associate Financial Planner

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 Michael Team

Client Service Associate

Meri Grogan professional bio

Meri Grogan

Director of Finance & Administration

 

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Julie Summa

Director of Marketing & Communications


Deb Longseth professional bio

Deb Longseth

Executive Assistant & Events

 

Debbie Richards professional bio

Debbie Richards

Receptionist

 

Megan Geary professional bio

Megan Geary

Accounting Assistant

 

Tim Schau professional bio

Tim Schau

IT Support Specialist

 

Planners

Johnne Syverson
David Strege
Wayne Johnson
Jason Gunkel
Matt Roberts
Tyler Conley

Associate Planners

Lance Gunkel
Tim Roemmich
Jerin Young
Ben Geiger
Michael Murkins
Jennifer Scheck
Lance Knaack

Operations

Meri Grogan
Deb Longseth
Debbie Richards
Julie Summa
Megan Geary
Tim Schau
Michael Team

Syverson Strege
4125 Westown Parkway, Suite 104
West Des Moines, Iowa 50266
(515) 225-6000

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