What is the Syverson Strege Experience?

by Jennifer Scheck, Associate Financial Planner

Our team strives for exceptional service in every area of our processes. The vision of our founders – Johnne Syverson, CFP, AEP®, CAP® and David Strege CFP, CFA, CKA® – established a fee-only structure of service that is not incented by commissions or sales. By extension, our clients are clients of the firm and not those of individual advisors. This unique philosophy creates a high integrity, collaborative work environment to foster a true fiduciary experience for our clients. Syverson Strege is all about you!

Don’t Let Headlines Unsettle You: Investing is a Long Game

by Jason Gunkel, CFP, CFA, CAP®, Chief Investment Officer

The NFL recently crowned another champion following their 47th Super Bowl and unfortunately my beloved Minnesota Vikings were not that team, yet again. It is getting harder to convince my 7-year-old son that they are the greatest team in NFL history. I might have to let him down gently that it is going to be tough cheering for the lovable losers of the NFL for the rest of his life and he might want to jump ship to another team now.

Inside Look

Holiday Notice

The Syverson Strege office will be closed on Friday, April 7 for Good Friday. We will reopen on Monday, April 10. 

New Employee

Welcome to Syverson Strege’s newest employee Bobby Daniels. He joins the Planner team as a CERTIFIED FINANCIAL PLANNER^TM practitioner and Certified Investment Management Analyst (CIMA^®).

Bobby brings a wealth of financial services industry knowledge and experience from his past careers in sales, financial planning, and most recently as a financial advisor.

He is excited to build a career with Syverson Strege not only because of our fee-only planning model, but also because of the strong values that guide the organization every single day.



Born and raised in West Des Moines, Bobby attended Iowa State University and completed his bachelor’s degree in marketing and management.

To learn more about Bobby, click here

Outside Resources

We have enhanced our website’s Outside Resources page to provide you with links to resources for everything from budgeting, various calculators and charitable giving resources to long-term care, Medicare and tax planning. Please let us know if there are resources you would like to see here that are not currently included.

Events

Exploring Values-Based Investing:

Thursday, April 27 from 11:15 a.m.-12:45 p.m.

Join us for this discussion on values-based investing presented by Jason Gunkel, Chief Investment Officer at Syverson Strege. Values-based investing considers an individual’s values by avoiding or increasing exposure to specific companies, sectors, or business practices. This free event will be held virtually via Zoom. Register here or contact Deb Longseth at (515) 225-6000 or dlongseth@onlyworkforyou.com.

Client Orientation Workshop

Tuesday, May 16 from 3-4:30 p.m.

Client Orientation Workshop for new and established clients will be held at the Syverson Strege office or via Zoom.

The workshop will cover the following topics:

• How to read statements
• Tax forms
• Client portal/online access
• APS (Annual Planning Session) process
• Recordkeeping/shredding documents
• Handling charitable gifts from your IRA

If you attend in-person, please bring your devices so you can practice logging into your client portal. If you join virtually, you will have ample opportunity to ask questions and interact with the financial planners.

Register to attend the Client Orientation Workshop here, or RSVP to Deb Longseth at dlongseth@onlyworkforyou.com or (515) 225-6000.

Save the Date!  

Be sure to save the date and/or register for the following events: 

• April 19-21: 2023 Document Shredding Event
• April 27: Exploring Values-Based Investing (virtual)
• May 16: Client Orientation Workshop
• June 13 & 20: Financial Foundations Workshop (in-person and virtual options)

Out and About

Philanthropy

Community Foundation of Greater Des Moines Porch Chat

Chief Investment Officer Jason Gunkel sat down with the Community Foundation of Greater Des Moines to talk about the importance of client meetings and how planned giving can be an impactful part of the overall financial planning process.