Client Care Specialist
CEO, LPL Registered Principal, Wealth Manager
Chris has a passion for teaching and helping others, and he meets this need as an Instructor at the University of Central Florida, where he teaches numerous Financial Strategy courses through the Department of Continuing Education....
Partner, Wealth Manager
Dave aims to give families and business owners a lifelong financial backing for years to come. He worked for MetLife for nearly fifteen years as a producer and manager before he moved to Synergy Wealth Alliance. He holds Security...
Firm Development Specialist and Practice Champion
Kayla began her career in Financial Services as an Executive Assistant to Jim Greene. From there, she was promoted to CSA and is now the Firm Development Specialist and Practice Champion for Synergy Wealth Alliance. She loves working...