Syverson Strege

Lance Knaack is a CFP® professional with 12 years of industry experience, currently with Syverson Strege since 2020. His prior roles include positions at Voya Financial Partners, LLC, Voya, and Directed Services LLC. Syverson Strege serves individuals, families, trusts, and estates by providing integrated financial planning and portfolio management, including retirement account management and an automated ETF-based investment program. The firm manages approximately $911 million for about 523 clients through a multi-advisor team, emphasizing fiduciary standards, an Investment Policy Statement process, and a fee-based model without commissions.

Jennifer Scheck is a CFP® professional at Syverson Strege with seven years of experience in financial services. She previously worked at Principal Financial and Stamatelos & Tolekson and spent five years at St Francis of Assisi Catholic School. Syverson Strege serves individuals, families, trusts, and estates with integrated financial planning and portfolio management, offering both discretionary and non-discretionary advisory services through a team of advisors. The firm combines in-house management with third-party sub-advisers and employs an automated ETF-based investment program using Institutional Intelligent Portfolios® technology.

Cameron Pietzsch is a CFP® practitioner with four years of experience at Syverson Strege. Prior to joining Syverson Strege, he held positions at Athene, the University of Iowa, Willis Auto, Equifax, and Glen Oaks. Syverson Strege serves individuals, families, trusts, and estates by providing integrated financial planning and portfolio management, including retirement account management and an automated ETF-based investment program. The firm manages approximately $911 million for over 500 clients through a multi-advisor team and offers both discretionary and non-discretionary advisory arrangements.

Ryan Simpson is a CFP® professional with two years of experience in financial advising. He has been with Syverson Strege since 2021 and previously worked at Iowa State University and Simpson Design Group. Syverson Strege serves individuals, families, trusts, and estates by providing integrated financial planning and portfolio management, including an automated ETF-based investment program. The firm manages approximately $911 million for over 500 clients through a team of advisors and emphasizes a fiduciary, fee-based approach with regular performance reporting and rebalancing.

Tim Roemmich is a CFP® professional with 18 years of experience, currently serving at Syverson Strege & Company since 2004. Based in West Des Moines, IA, he holds Series 63 and Series 65 licenses and is part of an 11-advisor team. Syverson Strege provides integrated financial planning and portfolio management services to individuals, families, trusts, and estates. The firm manages approximately $911 million for about 523 clients, employing a fiduciary, fee-based approach with both discretionary and non-discretionary advisory arrangements supported by an internal investment committee and an automated ETF-based investment program.

Jason Gunkel is a CFP® and CFA® with 12 years of experience, currently serving as an advisor at Syverson Strege in West Des Moines, IA. He has been with Syverson Strege & Company since 2008. Syverson Strege provides integrated financial planning and portfolio management services to individuals, families, trusts, and estates, managing approximately $911 million for about 523 clients. The firm operates as a fiduciary and employs a team-based approach, combining in-house management, third-party sub-advisers, and automated ETF-based investment programs.

Damian Beard is a CFP®-credentialed financial advisor with Syverson Strege, bringing four years of experience in the financial services industry. He has held roles at firms including Merrill, Bank of America, and Wells Fargo. Outside of advising, he is an independent children's book author and serves as Executive Director and board member of the Holding Tiny Hands Foundation, a nonprofit supporting NICU families. Syverson Strege provides integrated financial planning and portfolio management services to individuals, families, trusts, and estates, managing approximately $911 million for over 500 clients through a multi-advisor team. The firm emphasizes a fiduciary, fee-based approach with automated ETF portfolios, quarterly reporting, and uses an internal investment committee to oversee rebalancing and strategy implementation.

Johnne Syverson is a CFP®, ChFC®, and Series 63 licensed financial advisor with 27 years of industry experience. He is a member of the Syverson Strege team based in West Des Moines, IA. Syverson is also the owner and executive director of Charitable Giving Resource Center, LLC, a nonprofit consulting firm focused on planned giving procedures. Syverson Strege serves individuals, families, trusts, and estates by providing integrated financial planning and portfolio management, including retirement account oversight and an automated ETF-based investment program. The firm manages approximately $911 million for around 523 clients through a multi-advisor team, operating as a fiduciary with a structured investment process and both discretionary and non-discretionary advisory arrangements.

Matthew Roberts is a CFP® professional with 12 years of experience in financial advising. He has been with Syverson Strege & Company since 2010, serving as part of an 11-advisor team based in West Des Moines, IA. Syverson Strege provides integrated financial planning and portfolio management services to individuals, families, trusts, and estates. The firm employs a fiduciary standard and combines in-house management with third-party sub-advisers, offering both discretionary and non-discretionary advisory arrangements.

Lance Gunkel is a CFP® and CFA® with 12 years of industry experience. He has been with Syverson Strege & Company since 2003. Syverson Strege provides integrated financial planning and portfolio management services to individuals, families, trusts, and estates. The firm manages approximately $911 million for about 523 clients through a multi-advisor team, offering both discretionary and non-discretionary advisory arrangements with a focus on fiduciary duty and a fee-based model.

Wayne Johnson is a CFP® professional with 20 years of industry experience, currently serving at Syverson Strege & Company since 2007. He holds Series 63 and Series 65 licenses and is based in West Des Moines, IA. Syverson Strege provides integrated financial planning and portfolio management services to individuals, families, trusts, and estates. The firm manages approximately $911 million for around 523 clients through a multi-advisor team, employing a fiduciary, fee-based approach with both discretionary and non-discretionary advisory arrangements.