Meet the people who form the foundation of every financial plan created for our clients. Our professionals are a blend of unique personalities who are dedicated to financial education, service, teamwork, and client-focused care.

Leaders

Lance Gunkel, CFP®, CFA

Managing Director, Shareholder

Matt Roberts, MFM, CFP®, CAP®

Chief Planning Officer, Financial Planner, Shareholder

Meri Grogan

Director of Finance & Administration, Shareholder

David Strege, CFP®, CFA, CKA®

Senior Financial Planner

Jason Gunkel, CFP®, CFA, CAP®

Chief Investment Officer, Financial Planner, Shareholder

Planners

Wayne Johnson, MBA, CFP®, AEP®, CAP®

Financial Planner, Shareholder

Tim Roemmich, CFP®, CASL®

Senior Associate Financial Planner, Shareholder

Ben Geiger, CFP®

Financial Planner

Mike Murkins, CFP®

Financial Planner

Jennifer Scheck

Associate Financial Planner

Lance Knaack, CFP®

Associate Financial Planner

Ryan Simpson, CFP®

Associate Financial Planner

Damian Beard, CFP®, MBA

Associate Financial Planner

Cameron Pietzsch, CFP®

Associate Financial Planner

Operations & Administration

Christina Gayman, APR

Director of Communications & Marketing

Deb Longseth

Client Service Specialist

Megan Geary

Accounting Assistant

Tim Schau

IT Support Specialist

Nicole Tripp

Client Service Associate

Shannon Smith

Client Service Associate

Tracy White

Receptionist

Teamwork. Friendships. Encouragement. Kindness. Patience. Special. Peace and calm. Compassion and care. Serving each other. Like family. Those are a few words and phrases that describe the culture at Syverson Strege.     

We have a “people over process” culture with respect and support for each other. Relationship building is an intentional focus. Opinions and ideas are listened to. Our team members also enjoy great benefits and a flexible, modern work environment!  

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