Bobby Daniels, CFP®, CIMA®
Bobby Daniels joined the team at Syverson Strege in 2023 as one of the firm’s CERTIFIED FINANCIAL PLANNER™ practitioners. He also received his Certified Investment Management Analyst (CIMA®) designation in 2021. Bobby comes to Syverson Strege with a diverse background in the financial services industry including sales, financial planning, and most recently as financial advisor. Bobby is excited to build a career with Syverson Strege not only because of their fee-only planning model, but also because of the strong values that guide the organization every single day.
Born and raised in West Des Moines, Bobby attended Iowa State University and completed his Bachelor’s Degree in Marketing and Management.
My calling is to care, work hard, and serve our clients so they can reach their goals. Through financial planning and goal setting, people can create a legacy for their life and I feel honored to be a part of that legacy creation.
When I am not working, I love spending time with my family. I live in Clive with my wife, Taylor, our two daughters, Ryan and Chayse, our son Kayden, and our two dogs, Oakley and Hunter.
My wife and I enjoy teaching our kids to be kind and care for others, along with living an active and healthy lifestyle. We enjoy spending time outdoors in the pool or at our family farm. We love traveling to the Cayman Islands, which is where Taylor and I got married in 2015. We try to go back at least once a year to scuba dive and snorkel with our children.