Synergy Capital Solutions welcomes EnVision Financial Group
By Synergy Capital Solutions on November 15, 2023
As Synergy Capital Solutions continues to grow, we are excited to welcome the clients and team of the EnVision Financial Group to our firm. Through this combination we will be welcoming Kevin Keith CRPC®, CRPS® and Lindsay Mills to our team, and we are excited for you to get to know them.
Kevin has more than 35 years of experience in the financial services industry. He specializes in personal portfolio and investment management, financial planning with an emphasis on retirement income, as well as wealth preservation and transfer solutions.
Lindsay has more than 15 years of experience in the financial services industry. She exemplifies the Synergy process with a mindful approach to financial planning and investment solutions. She strives to simplify the fiscal management responsibilities for clients.
I, along with our firm’s leaders, care deeply about our firms’ future and the implications for our clients, team members, and collective loved ones. With growth comes the opportunity to welcome like-minded team members that we know will fit into our culture. Through the many discussions with Kevin and Lindsay, it became very evident that both EnVision Financial Group and Synergy Capital Solutions share common fundamental core values which emphasize client service and continued dedication as respected fiduciaries.
This ethos is especially important to us as we implement a thoughtful approach in creating a multigenerational firm on behalf of clients and team members. We strive to serve our clients as they navigate life’s complexities and build relationships to impact generations.
Our clients are very important to us at Synergy Capital Solutions and with that at the forefront of our decision, we are pleased to add two more members to the team and get to know the new clients that will be joining our firm.
Welcome to Synergy Capital Solutions!
Mark F. Burns, CFP®, CIMA®
Chief Executive Officer
Chief Investment Officer
Co-Founder
To learn about business growth for your company, please reach out as our team can help you. Helping business owners fully realize the value they have built for themselves, their loved ones, and the causes they care about is one of the most rewarding parts of what we do.
