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.
Maitland
Christopher Bordner, AAMS
CEO, Registered Principal, Managing Partner, Wealth Manager, Investment Advisor Representative
Craig Townsend, CFP®, CLU, ChFC
CFO, Managing Partner, Certified Financial Planner, Investment Advisor Representative
David J. Peckham, CFP®, CLU, ChFC, LUTCF, CASL
Managing Partner, Certified 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
Adam J. Locascio
Financial Planner, Investment Advisor Representative
Jacksonville, Fort Pierce and West Palm Beach
Josh Zillmer, AIF
Institutional Division President, Registered Representative, Investment Advisor Representative
561-410-5519
