Matt Roberts, MFM, CFP®, CAP®
Chief Planning Officer, Financial Planner
Chief Planning Officer
Matt Roberts is the Chief Planning Officer at Syverson Strege and a CERTIFIED FINANCIAL PLANNER™ practitioner. He is committed to serving others to enrich and empower their lives. His primary focus is to ensure clients maximize what they desire from their money and reach their personal and financial goals. Matt provides peace of mind, joy, and clarity of personal and family wealth through comprehensive financial planning strategies. He often says “there are only three place you will leave your money when you are gone: your family, your community, or the government. It’s up to you to decide your legacy. Matt also leads the firm’s Planning Committee which is responsible for the oversight of the financial process. He earned his B.S. in finance from Iowa State University and a Master of Financial Management (MFM) degree from Drake University.
When I'm away from work, my primary focus is spending time with family. Currently, I live in Urbandale with my wife, Laura, our two sons, Henry and Charlie, and our basset hound. In high school, I developed a passion for music and learned to play the guitar, bass guitar, and drums. As I've gotten older, I've pared down to a one-man band and focus mostly on playing the acoustic guitar.
My wife and I love to entertain friends and family at our house for dinner. Since my wife is a culinary arts instructor, it's never a hard sell. On the weekends, you'll often find us doing a home project or working in the yard.