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
Christopher Bordner, AAMS
CEO, Registered Principal, Managing Partner, Wealth Manager, Investment Advisor Representative
Craig Townsend, CFP®, CLU, ChFC
CFO, Managing Partner, Financial Planner, Investment Advisor Representative
David J. Peckham, CFP®, CLU, ChFC, LUTCF, CASL
Managing Partner, Financial Planner, Investment Advisor Representative
Jim Greene
Partner, Wealth Manager, Investment Advisor Representative
Tim Wetherington,
CFP®, CRPC®
Certified Financial Planner, Investment Advisor Representative
The Villages
Matthew Wade, ChFC, LUTCF
Financial Planner, Registered Representative, Investment Advisor Representative
352-259-8495
Tom Gerardi, CRPC®
Financial Planner, Registered Representative, Investment Advisor Representative
352-259-8495
Terri Sandefer
Registered Representative, Investment Advisor Representative
Tampa
Michael C. Valdez, CFP®, AIF, CLU, REBC
Certified Financial Planner, Investment Advisor Representative
813-200-1002
Jacksonville
