Your Team

Get to know your Synergy team:
Your partners in financial success

At Synergy, we have intentionally built a wealth management practice with a strong, stable bench to support you and your family well into the future.

On our team, tenured financial services professionals provide guidance and mentorship to a strong cohort of new talent, helping to ensure seamless knowledge transfer and consistent service.

With diverse professional backgrounds, our seasoned wealth advisors have real-world perspectives that help us anticipate and mitigate any obstacles you may experience on your journey to financial freedom.

And many members of our multigenerational team hold advanced degrees and professional certifications—a result of our intentional investment in continuous education and development to support your evolving needs.