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

Chris  Bordner

Christopher Bordner

CEO, LPL Registered Principal, Wealth Manager


Loretta  Miller

Loretta Miller

Supervision & Operations Specialist, Principal


Kayla  Bates

Kayla Bates

Firm Development Specialist and Practice Champion


Harry  Overton

Harry Overton

LPL Investment Advisor Representative


Preston J.  Bellaire CLTC, LACP

Preston J. Bellaire CLTC, LACP

Financial Planner & Investment Advisor Representative



Chris Reed

LPL Financial Advisor



Since 2002, Chris has been helping people make informed choices with their money to pursue their financial goals and objectives.  His practice serves both medical practitioners and medical sales representatives. He also works...

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