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Johnne D. Syverson, CFP®, AEP, CAP

Johnne Syverson has more than 35 years experience in financial services and planning.  He is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Senior Wealth Coach in the firm, and one of only 1,300 practitioners in the United States who is credentialed as an Accredited Estate Planner (AEP).  He was among the first in the nation to attain the Chartered Advisor in Philanthropy (CAP) designation.  In addition he has a Masters of Science in Financial Services degree.  Johnne serves as a resource to high net worth families and other professionals in the area of advanced estate and charitable tax planning.  He is past president of the Mid-Iowa Planned Giving Council, and currently serves as President of the International Association of Advisors in Philanthropy, an office that reflects his expertise in charitable planning.  In 1981, he co-founded the first independent fee-for-service financial planning firm in Iowa.  He has served as past president of the Central Iowa chapter of the Financial Planning Association (FPA), which 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.

Johnne has been interviewed by many media sources and has been named as a resource in Newsweek, Investment Advisor, Financial Planning, Boomer Planning, the Des Moines Register, CCH Practical Estate Planning, Des Moines Business Record, Iowa Farm Bureau Spokesman, Broker/Dealer Journal, The Advisor published by World Vision and NAPFA Advisor magazine.  Johnne lives in West Des Moines with his wife Linda and has three adult children and eight grandchildren.  When not working, Johnne enjoys traveling with his wife.

Johnne’s e-mail address is jsyverson@syversonstrege.com