Financial Tip:
Spend less than you make and invest the rest.
Fun Facts:
- I’m used to change as I moved 21 times by age 21. No, my Dad was not in the military. There was just greener grass as a salesman that he wanted to explore so we moved a lot.
- My wife Jen and I played competitive volleyball in college, as did our children Erik and Adrienne. I am fortunate to still be able to play and medal in national and international volleyball tournaments.
- Our compassion for children led us to serve over the years as a foster home for 27 children.
- We currently volunteer at Wildwood Hills Ranch where I teach the older teens about personal finance using the NEFE and David Ramsey materials. I also go to the camp weekly during the summer for a glorious hour of fishing chaos with about 20 children ages 8-12. Jennifer helps drive the Wildwood draft horse team in parades. Jennifer and I are both actively involved in achieving a sustaining revenue source through worm farming at the Ranch.
Favorite Organizations:
- Lutheran Church of Hope
- Wildwood Hills Ranch
- Wycliffe Bible Translators USA
- Blessman International
David Strege, CFP®, CFA, CKA®
Senior Financial Planner
David's Role:
Senior Financial PlannerProfessional Background:
David Strege serves clients as a Senior CERTIFIED FINANCIAL PLANNER™ practitioner at Syverson Strege in West Des Moines, helping individuals and families lay out an integrated personal financial plan to efficiently get them from where they are to where they want to be. He also serves on the investment committee and is chairman of the board of directors.
David earned a B.S.B.A. in Finance with a concentration in personal financial planning from Drake University. He earned his CFP® certification in 1982 and in 2008 served as Chairman of the Board of Directors for the U.S.A. Certified Financial Planner Board of Standards Inc. In 1987 he received the Chartered Financial Analyst® certification to better assist clients with their investment portfolios. He earned the Certified Kingdom Advisor® designation in 2017.
He continues to improve his professional knowledge through attending conferences put on by the Financial Planning Association, Chartered Financial Analyst Institute, Kingdom Advisors, and the National Association of Personal Financial Advisers, which is the industry association of fee-only financial planners.
Personal financial planning has been his only career. He has served the profession by being on the National Boards of the Financial Planning Association and Certified Financial Planners Board of Standards. While he was Chairman of the CFP Board in 2008, he traveled to other CFP countries to make sure the standards were consistent worldwide. David spoke at the FPA of Singapore's conference, the CFP Professional International Forum in Christchurch, New Zealand and China's first Financial Planning Conference in Shanghai.
In 1997, the central Iowa Chapter of IAFP presented him the Ric Jorgenson Award. This prestigious award is presented annually to the financial planning professional who exemplifies excellence and high standards in the field of financial planning and community service. Worth magazine has listed David as one of the top financial advisors in the United States. This national recognition comes from David being part of a team that won two national awards for financial planning case studies.
David served on the Board of Directors for the National Endowment for Financial Education® (NEFE®) for nine years and served as Chairman in 2018. He enjoys teaching others and implementing policy governance to have more effective boards.
Personal:
My wife, Jennifer, and I live near Winterset, Iowa, have two adult children and all of the family members are avid volleyball players. Jennifer and I still medal in volleyball at a national and international level.
We live on an acreage south of Des Moines. I enjoy the outdoors and hunting for deer with my bow and shotgun on our land.
We attend Lutheran Church of Hope.
