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.

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, CLU<sup>®</sup>

Advisor

Investment Committee Member

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

Chief Executive Officer

Chief Investment Officer

Co-Founder

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

Advisor

Investment Committee Member

Emma G. S. Burns

Client Experience Manager

Marketing and Events

Jennifer K. Curran

Client Experience Associate

Scheduling

Lisa A. Inman

Client Experience Manager

Operations

Anne K. Iwasko

Client Experience Manager

Business Integrations

Jeff G. Royse

Senior Client Experience Associate

Operations

Sherry A. Burns

President

Co-Founder