Business Details
34 Years
experience
Your Trusted Partner for Financial Planning & Investment Management Solutions
Syverson Strege is a fee-only financial planning and investment management firm dedicated to empowering clients through personalized financial strategies. Founded in 1992, our team of certified professionals prioritizes client education, transparency, and long-term relationship-building. We specialize in comprehensive financial planning, retirement strategies, and investment management tailored to individual goals. With decades of combined experience, we serve clients across Iowa, Nebraska, and beyond, emphasizing integrity, collaboration, and community impact.Our client-centric approach ensures clarity in complex financial decisions, fostering trust and confidence. We are committed to continuous innovation while maintaining a culture of respect, teamwork, and personalized care. Our mission is to unlock financial possibilities and enrich futures through ethical, expertise-driven guidance.
Services
Financial Planning
Investment Management
Farm/Ag Planning
Retirement Planning
Estate Planning
Details
- Year established: 1992
Highlights and features
- We are a fee-only firm focused solely on your financial interests.
- Our team includes CFPs, CFAs, and CAPs with decades of combined experience.
- We provide comprehensive, coordinated financial plans tailored to your unique goals.
- Our client-centric culture prioritizes education, transparency, and long-term trust.
- We serve clients nationwide with a personalized, relationship-driven approach.
What people say
Knowledgeable team
Personalized approach
Excellent service
Trust and confidence
Responsive advisors
Services
Financial Planning
Our fee-only financial planning creates customized roadmaps for your financial and life goals. We analyze income, investments, and risk management to build coordinated strategies. With a focus on education and transparency, we help clients achieve financial freedom through evidence-based decision-making.
Investment Management
We develop tailored investment strategies aligned with your risk tolerance and objectives. Our approach combines market analysis with ongoing portfolio reviews to optimize returns. We prioritize long-term growth while maintaining disciplined risk management practices for individual and institutional clients.
Farm/Ag Planning
Specialized financial solutions for agricultural operations address succession planning, tax strategies, and risk mitigation. We help farm owners preserve wealth across generations while navigating industry-specific challenges. Our planners understand the unique financial cycles of agricultural businesses.
Retirement Planning
We design comprehensive retirement plans that ensure financial security while minimizing tax liabilities. Our strategies coordinate investment management, Social Security optimization, and estate considerations. We help clients transition confidently into retirement with sustainable income solutions.
Estate Planning
Our estate planning integrates legal and financial strategies to protect assets and facilitate smooth wealth transfer. We coordinate with attorneys to implement trusts, wills, and charitable giving vehicles. The goal is to preserve family wealth while honoring clients' legacy intentions.
People
Lance Gunkel
Managing Director, Shareholder
Lance Gunkel leads with CFP and CFA credentials, focusing on client relationships and strategic growth. He emphasizes ethical standards and financial education in every client interaction.
Matt Roberts
Chief Planning Officer
Matt Roberts combines MFM and CFP certifications to deliver comprehensive financial strategies. He specializes in long-term planning and client-focused solutions tailored to individual needs.
Johnne Syverson
Co-Founder & Board Member
Johnne Syverson, a CFP and AEP professional, brings decades of experience in financial planning. His expertise shapes the firm's client-centric philosophy and educational initiatives.
David Strege
Co-Founder & Board Member
David Strege, CFA and CKA holder, co-founded the firm with a focus on investment integrity. His market expertise continues to guide portfolio management strategies.
Jason Gunkel
Chief Investment Officer
Jason Gunkel oversees investment strategies with CFP, CFA, and CAP credentials. He balances analytical rigor with client communication to optimize portfolio performance.
Questions
What services do you offer?
We provide financial planning, investment management, farm/ag planning, retirement strategies, and estate planning tailored to individual client needs.
Are you a fee-only financial advisor?
Yes, we operate as a fee-only firm with no commissions or product incentives, ensuring unbiased recommendations focused solely on client interests.
How do you work with clients?
We begin with a comprehensive assessment of your financial situation, then create personalized strategies through ongoing collaboration and regular portfolio reviews.
What areas do you serve?
While based in Iowa, we serve clients nationwide with a particular focus on Midwest agricultural communities and retirement planning needs.
How are you compensated?
We charge transparent fees based on assets under management or hourly rates for planning services, ensuring complete cost clarity for all clients.
What makes you different from other firms?
Our combination of fee-only structure, client education focus, and multi-generational planning expertise creates lasting value for families and businesses.
