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.

Altamonte Springs

Loretta Miller

Loretta Miller

Supervision & Operations Specialist, Principal

321-203-4458

Kayla Bates

Kayla Bates

Firm Development Specialist and Practice Champion

321-203-4458

Tampa

Michael Valdez

Michael C. Valdez, CFP®, AIF, CLU

Investment Advisor Representative, LPL Financial

813-523-4706

813-200-1002