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Financial Tip:

Eleanor Roosevelt said, “It takes as much energy to wish as it does to plan.” We all have goals, but we need guidance to make those goals a reality. Planning gives us the opportunity to achieve dreams, reduce worry, and provide peace of mind.

Fun Facts:

  • I love to run. I try to average 4-5 miles a day. It’s not unusual to find me running down Westown Parkway over the lunch hour.
  • I’ve turned into a bit of a yard guy. It may sound odd but mowing or working on a landscape project can be very relaxing!
  • One of the things I enjoy doing on the weekend is barbequing. My favorite meat to put on the Traeger is ribs.

Favorite Organizations:

  • DMARC
  • Kingdom Advisors
  • Wes Des Moines Rotary
  • FPA of Iowa
 
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Matt Roberts, MFM, CFP®, CAP®

Chief Planning Officer, Financial Planner

(515) 225-6000

Matt's Role:

Chief Planning Officer 

Professional Background:

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. 

 

Personal:

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.

Blogs

December 29, 2022

SECURE 2.0 Act Provisions and How They May Affect Your Retirement Plans

November 17, 2022

10 Important Tax Planning Deadlines You May Need to Know About

November 16, 2022

A Give-Back Mindset: How Nonprofits and Humanity Benefit