Lance Gunkel, CFP®, CFA, Managing Director
December 31, 2019
Cold temperatures, snowfall, and shorter days: all signs that winter has arrived and another year is coming to a close. I hope that 2019 has been a memorable year for you and your family! It certainly has been for us at Syverson Strege.
We increased the number of clients we serve, which means we’re enabling more people to meet their personal goals and help their families and communities. Again, thanks to you, we are a firm on the rise!
Perhaps most importantly, we’ve retained a focus on your experience as a client. When you visit our office, we want you to feel appreciated. Upon entering our office, you’ll find a lending library–made by one of our clients–that is designed to be used to share favorite books. You’ll be greeted by smiling staff that is passionate about empowering you to meet your goals. In the event that it rained during your meeting, you’ll find an umbrella by the door to keep you dry on your way to the car. And don’t forget our Shred-It event which helps you clean out and safely discard your old documents.
These are small niceties, to be sure; they aren’t grand gestures. However, these little personal touches will hopefully leave you feeling better about your day. We see too much negativity on Twitter and Facebook. If you spend enough time on social media, you may believe we are in a divisive world where agreement is impossible. That’s not how we at Syverson Strege see things. We believe our community is filled with kind and empathetic people, and we want to pass that along to you.
You may also have noticed our enhanced communications. We rebranded with a new logo and a refreshed website. Jason Gunkel appeared in your inbox in the form of a quarterly market update video. We’ve added fresh new content in original blog articles by Syverson Strege team members, including David Strege’s article which got published in the national Financial Advisor Magazine. Many of you have joined us on our social media platforms and enjoy new content every week.
We feel that the Client Appreciation Event featuring Jason Brown, former NFL star turned philanthropic farmer, was a huge hit. Our Giving Club events have generated over $25,000 for local Iowa charities. Syverson Strege’s ongoing support for nonprofits and organizations (ABI, Faith at Work, Central Iowa AFP Philanthropy Day, ABI, IFDA, Iowa Prayer Breakfast, etc.) helps us to join you in reflecting a generous spirit.
Cheers to 2019 and may you have a blessed and prosperous 2020!