History / Overview of Syverson Strege and Company:
Syverson Strege & Co, and Sherpa Investment Management are part of the Values Based Holding Company.
In concert with other entities, which include OnPoint Tax Advisors, Charitable Giving Resource Center and Transition Point Business Advisors, the company offers a vast array of Financial Planning, Investment advisory and Investment Management services to its clients.
The company works with clients through disciplined philosophies, developing unique strategies that carefully considers the long-term goals of each individual client.
Throughout life you will most likely encounter tremendous financial planning choices, and making decisions can be intimidating.
When you reach these life crossroads, you don’t have to go it alone. Syverson Strege & Co, and Sherpa Investment Management are part of the Values Based Holding Company.
Syverson Strege and Company Services:
• Cash Flow Management
• Income Tax Planning
• Pre & Post Retirement Planning
• Estate Planning
• Insurance Planning
• Philanthropic Planning
• Investment Management
Syverson Strege and Company Team Members / Advisors:
Image Source: Syverson Strege and Company
• Johnne D. Syverson, Senior Financial Planner, President
• David G. Strege, CFP®, CFA, Senior Certified Financial Planner
• Walt Mozdzer, CFP®, CAP®, Senior Certified Financial Planner
• Brian McKibban, CFP®, CEO, MBA, Chief Executive Officer
• Lance Gunkel, CFP®, CFA, COO, MBA, Chief Operating Officer
• Wayne Johnson, CFP®, AEP®, MBA, HDP™, CAP®
• …and many more
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Syverson Strege and Company Contact Information:
Syverson Strege & Company.
Sherpa Investment Management.
4400 Westown Pkwy, Ste 405,
West Des Moines, Iowa 50266
Phone: (515) 225-6000
When you call or email Syverson Strege and Company:
Ask for Johnne D. Syverson [email protected]
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