Maitland
Maitland
Amanda Stevens
COO, LPL Registered Principal
321-203-4459
amanda@synergywealthalliance.com
Amanda comes to us with ten years of experience in financial services. She began working at a local Central Florida firm in the new business department where she got off to a fast start. She was quickly promoted to a corporate role...
Christopher Bordner
CEO, LPL Registered Principal, Wealth Manager
321-203-4459
chris@synergywealthalliance.com
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....
Craig Townsend, CFP®, CLU, ChFC
CFO, Managing Partner, Wealth Manager
321-203-4459
craig@synergywealthalliance.com
Craig has extensive experience in all phases of the Financial Planning Process, focusing on Portfolio Design and Asset Management, Business Succession Planning, Asset...
David J. Peckham, CFP®, CLU, ChFC, LUTCF, CASL Conferred by The American College
Partner, Wealth Manager
321-203-4459
david@synergywealthalliance.com
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...
Emily Rosenbaum
Client Service Associate
emily@synergywealthalliance.com
Emily grew up in North Port, FL and attended the University of Central Florida where she earned a Bachelors of Sociology in 2014. Emily has 5 years of experience working in the financial service...
Jim Greene
Partner, Wealth Manager
321-203-4459
Jim Greene is a highly-qualified Wealth Manager and Partner of Synergy Wealth Alliance. Jim holds his Series 7 and 66 was named an Ameritas Top Wealth Advisor from 2011-2014. He is also licensed in Life, Health, and Annuities in the...
Kayla Bates
Firm Development Specialist and Practice Champion
321-203-4459
kayla@synergywealthalliance.com
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...
Loretta Miller
Supervision & Operations Specialist, Principal
321-203-4459
loretta@synergywealthalliance.com
Loretta has been in the financial services industry since April 2000 working as a client relationship and operations manager. She grew up in Michigan and graduated from the University of Michigan with a Bachelors of Business...
Sherry Bremer
Wealth Manager
321-203-4459
sherry@synergywealthalliance.com
Sherry has been in the financial advisory business for over 35 years, and holds Series 7 and 66 securities registration with LPL Financial, as well as Life, Health and Variable Annuities licenses. Sherry grew up in Michigan, and...
Sherry Bremer
Sherry has been in the financial advisory business for over 35 years, and holds Series 7 and 66 securities registration with LPL Financial, as well as Life, Health and Variable Annuities licenses. Sherry grew up in Michigan, and...
Thomas Henry
Wealth Planner, LPL Financial Advisor
321-203-4459
Tom.Henry@SynergyWealthAlliance.com
Thomas L. Henry has worked in the financial services industry for 39 years, serving families, the medical community and business owners both in and out of state. The foundation of his services involves risk management using both life...
