Broker Check

Meet Our Team

A dictionary definition of Synergy is "working together." We live up to our name. You will have more than one advisor 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 financial counselors, headed by a senior advisor, offering a collaborative approach to your financial plan. If, at any time, your lead advisor is unavailable, be confident that a team member will be prepared to answer any question or relay any message, so that you remain in full control of your plan.

The Villages

Matt Wade

Matthew Wade, ChFC, LUTCF

Partner, Financial Planner, LPL Financial

352-259-8498

352-259-8495

Tom Gerardi

Tom Gerardi, CRPC®

Financial Consultant, Wealth Manager

352-259-8498

352-259-8495

Carrie Letsinger

Carrie Letsinger, CDFA®

Financial Consultant, Wealth Strategist

352-259-8498

352-259-8495

Christine Pachmayer

Christine Pachmayer

Client Care Specialist

352-259-8498

352-259-8495

Tampa

Michael Valdez

Michael C. Valdez, CFP®, AIF, CLU

Investment Advisor Representative, LPL Financial

813-523-4706

813-200-1002

Melbourne