Experience Synergy

There’s no substitute for experience.

Our Story

We employ a collaborative team approach in serving our clients; leveraging the experience of our first generation of advisors, enriched by the energy and innovative thinking of the next generation of team members.

The genesis of Synergy’s core business dates back to 1982 when our CEO, Mark Burns, began his investment career. Through humble beginnings, a tenacious work ethic and the mindset to always put his client’s interest ahead of his own, Mark built Synergy’s foundation.

Today, we are a boutique wealth management practice serving affluent individuals, families and businesses in almost every state within the United States. Together, we have an average of over 20 years of advisory experience and our financial professionals have advanced degrees or certifications which include an MD, MBAs, CFPs, CIMAs, CHFC, CLU and more.

All Teams

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Leadership Team

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Advisors

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Client Experience Team

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Investment Committee

Our Team

Jordann M. Andrusiak, CFP®

Advisor

Chief Client Experience Officer

Investment Committee Member

M. Alex Burns, CFP®

Advisor

Director of Advisory

Investment Committee Member

Eric M. Nahat

Advisor

Director of Investments

Investment Committee Member

William J. Brown, CHFC®,CLU®

Advisor

Investment Committee Member

Mark F. Burns, CFP®,CIMA®

Chief Executive Officer

Chief Investment Officer

Investment Committee Member

Lisa A. Inman

Client Experience

Manager-Operations

Anne K. Iwasko

Client Experience

Manager-Business Integrations

Emma G. S. Burns

Client Experience

Manager-Marketing and Events

Jennifer K. Curran

Client Experience

Associate-Scheduling

Jeff G. Royse

Senior Client Experience

Associate-Operations

Our Partners

Hightower Logo

Our partnership with Hightower truly complements our fiduciary-driven approach in making decisions based on the interests of each client. Hightower provides a sophisticated, multi-custodian platform allowing us to align your needs to the appropriate custodian.

We utilize Fidelity Investments and Charles Schwab Institutional as our primary custodians because they offer comprehensive, reliable service coupled with well-known, service-oriented brands.

Access Your Account

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