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.

Maitland

Chris Bordner

Christopher Bordner, AAMS

CEO, Registered Principal, Managing Partner, Wealth Manager, Investment Advisor Representative

321-203-4458

Craig Townsend

Craig Townsend, CFP®, CLU, ChFC

CFO, Managing Partner, Certified Financial Planner, Investment Advisor Representative

321-203-4458

Dave Peckham

David J. Peckham, CFP®, CLU, ChFC, LUTCF, CASL

Managing Partner, Certified Financial Planner, Investment Advisor Representative

321-203-4458

Jim Greene

Jim Greene

Partner, Wealth Manager, Investment Advisor Representative

321-203-4458

Tim Wetherington

Tim Wetherington,
CFP®, CRPC®

Certified Financial Planner, Investment Advisor Representative

(321) 203-4458

The Villages

Matt Wade

Matthew Wade, ChFC, LUTCF

Financial Planner, Registered Representative, Investment Advisor Representative

352-259-8498

352-259-8495

Julie Landry-Moeller

Julie Landry-Moeller

Investment Advisor Representative, Registered Representative

352-259-8498

352-259-8495

Tom Gerardi

Tom Gerardi, CRPC®

Financial Planner, Registered Representative, Investment Advisor Representative

352-259-8498

352-259-8495

Carrie Letsinger

Carrie Letsinger, CDFA®

Registered Representative, Investment Advisor Representative

352-259-8498

352-259-8495

Terri Sandefer

Terri Sandefer

Registered Representative, Investment Advisor Representative

352-259-8498

Tampa

Dennis Phillips

Dennis Phillips

Business Manager for Michael C. Valdez

813-523-4706

813-200-1002

Michael Valdez

Michael C. Valdez, CFP®, AIF, CLU, REBC

Certified Financial Planner, Investment Advisor Representative

813-523-4706

813-200-1002

Adam Locascio

Adam J. Locascio

Financial Planner, Investment Advisor Representative

813-523-4706

Jacksonville and West Palm Beach

Joshua Zillmer

Josh Zillmer, AIF

Institutional Division President, Registered Representative, Investment Advisor Representative

561-225-0471

561-410-5519