Bobby Daniels joined the team at Syverson Strege in 2023 as one of the firm’s CERTIFIED FINANCIAL PLANNER™ practitioners. He also received his Certified Investment Management Analyst (CIMA®) designation in 2021. Bobby has a diverse background in the financial services industry including sales, financial planning, and most recently as financial advisor. Bobby appreciates building his career at Syverson Strege not only because of their 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 received his bachelor’s degree in marketing and management from Iowa State University.
