Client Care Specialist
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...