Broker Check

Meet Our Team

We live up to our name, Synergy. You will have more than one adviser at our firm because we believe in a team approach. Our clients can benefit from the diverse experience and knowledge of a group of like-minded advisers, who collaborate on every aspect of their financial plan. If your lead adviser happens to be out of the office, out of town, or otherwise out of the picture, our team will make sure you are still fully in control of your financial future.

Maitland

Chris Bordner

Christopher Bordner, AAMS

Registered Principal, Managing Partner, Wealth Manager, Investment Advisor Representative

321-203-4458

Craig Townsend

Craig Townsend, CFP®, CLU, ChFC

Managing Partner, Financial Planner, Investment Advisor Representative

321-203-4458

Dave Peckham

David J. Peckham, CFP®, CLU, ChFC, LUTCF, CASL

Managing Partner, Financial Planner, Investment Advisor Representative

321-203-4458

Jim Greene

Jim Greene

Partner, Wealth Manager, Investment Advisor Representative

321-203-4458

Tim Wetherington

Tim Wetherington,
CFP®, CRPC®

Certified Financial Planner, Investment Advisor Representative

(321) 203-4458

The Villages

Matt Wade

Matthew Wade, ChFC, LUTCF

Financial Planner, Registered Representative, Investment Advisor Representative

352-259-8498

352-259-8495

Chuck Krsek

Charles Krsek, ChFC

Financial Planner, Registered Representative, Investment Advisor Representative

352-259-8498

352-259-8495

Julie Landry-Moeller

Julie Landry-Moeller

Investment Advisor Representative, Registered Representative

352-259-8498

352-259-8495

Tom Gerardi

Tom Gerardi, CRPC®

Financial Planner, Registered Representative, Investment Advisor Representative

352-259-8498

352-259-8495

Tampa

Dennis Phillips

Dennis Phillips

Business Manager for Michael C. Valdez

813-523-4706

813-200-1002

Michael Valdez

Michael C. Valdez, CFP®, AIF, CLU, REBC

Certified Financial Planner, Investment Advisor Representative

813-523-4706

813-200-1002