• johnne syverson - casual

    Financial Tip:

    If a business can track its expenses to know its profitability, so can you as an individual.

    Fun Facts:

    • Played guitar in a garage band in 8th grade.
    • The leader of the pack of my church motorcycle group which conducts a weekly bible study on wheels.

    Favorite Organizations:

    • Iowa Christian Generosity Council
    • The Family Leader
    • Mid-Iowa Planned Giving Council
    • National Association of Charitable Gift Planners
    johnne syverson - casual

    Johnne Syverson, CFP®, AEP®, CAP®

    Strategic Advisor

    (515) 225-6000

    Johnne's Role:

    Strategic Advisor

    Professional Background:

    Johnne Syverson has more than 45 years of experience in financial consulting and advising. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, and one of only 2,000 practitioners in the United States who is credentialed as an Accredited Estate Planner (AEP®). He was among the first in the nation to attain the Chartered Advisor in Philanthropy (CAP®) designation. In addition, he has a Masters of Science in Financial Services degree (MSFS) from the American College in Bryn Mawr, Penn.

    Johnne specializes in values-based planning for high-net-worth families, a process that incorporates their philanthropic values into the traditional financial and estate planning process. He also serves as a resource to other professionals in the area of advanced estate and charitable tax planning.

    In 1981, he co-founded the first independent fee-for-service financial planning firm in Iowa. He has served as past president of the Central Iowa chapter of the Financial Planning Association (FPA). Johnne served as past president of the Mid-Iowa Estate Planning Council, and is a member of the National Association of Personal Financial Advisors (NAPFA) made up exclusively of fee-only planners. Johnne served as past president of the International Association of Advisors in Philanthropy (AiP), an office that reflects his expertise in charitable planning. He also served as past president of Mid-Iowa Planned Giving Council. Johnne currently serves as the Chair of the Iowa Christian Generosity Council.

    Johnne has been interviewed by many media sources and has been named as a resource in the Wall Street Journal, Newsweek, Investment Advisor, Financial Planning, Boomer Planning, the Des Moines Register, CCH Practical Estate Planning, Des Moines Business Record, Iowa Farm Bureau Spokesman, Progressive Farmer, Farm Journal, The Advisor published by World Vision and NAPFA Advisor magazine.


    I grew up in Mankato, Minn. I now live in West Des Moines with my wife Linda, and have three adult children and nine grandchildren. When not working I enjoy traveling with my wife and riding my Harley as I lead my church motorcycle group.

    I continue to be energized by developing and maintaining meaningful relationships with clients and others whom I can help. Life is full of twists and turns, and we all need help from time to time.

    I enjoy teaching people principles of sound financial stewardship, which can benefit them, their families, and their communities. In this small way I am privileged to share my life experiences with others to help them live a more meaningful life.

    My words to live by are found in the Scripture verse: “Love the Lord your God with all your heart, soul, mind and strength, and love your neighbor as yourself.”

    Getting Started is Easy!

    Schedule An Appointment