Experience Synergy

There’s no substitute for experience.

Our Story

We employ a collaborative team approach in serving our clients, leveraging our multigenerational and nationwide team. Our team builds enduring relationships with our families and institutions and are honored to assist with the needs of successive generations.

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, as a solutions-based wealth management firm serving affluent individuals nationwide, our team builds trusted relationships to help our clients build, grow, enjoy and give while navigating life’s complexities. 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

|

Leadership Team

|

Advisors

|

Client Experience Team

|

Investment Committee

Our Team

Jordann M. Andrusiak, CFP<sup>®</sup>

Advisor

Chief Client Experience Officer

Investment Committee Member

M. Alex Burns, CFP<sup>®</sup>

Advisor

Director of Advisory

Investment Committee Member

Eric M. Nahat

Advisor

Director of Investments

Investment Committee Member

William J. Brown, CHFC<sup>®</sup>,CLU<sup>®</sup>

Advisor

Investment Committee Member

Kevin R. Keith, CRPC<sup>®</sup>, CRPS<sup>®</sup>

Advisor

Investment Committee Member

Mark F. Burns, CFP<sup>®</sup>,CIMA<sup>®</sup>

Chief Executive Officer

Chief Investment Officer

Co-Founder

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

Sherry A. Burns

President

Co-Founder

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