Broker Check

Our Core Values


“Integrity is doing the right thing, even when no one is watching.” –C.S. Lewis

At Synergy, we believe in doing the right thing. We believe that the strength of a person’s character is grounded in their integrity. Our advisors not only have impeccable character, but are also are highly respected in their field. Integrity is essential in a trusting client/advisor relationship, and our clients trust us implicitly. They know that we have their best interests at heart and that they come first.


“Honesty and transparency make you vulnerable. Be honest and transparent anyway.” –Mother Teresa

Building a relationship based on trust begins with the promise of transparency. Our clients expect and receive complete honesty from their advisors. We provide our professional opinion on every financial strategy we create, and we disclose every fee and commission in our discussions. For each recommendation, we provide a thorough education on what it entails and why it is recommended as part of your wealth plan.


“Do nothing out of selfish ambition or conceit, but in humility consider others as more important than yourselves." – Philippians 2:3

We care sincerely for each and every client. You’ll find that not only are our advisors extremely knowledgeable in their field, but that their experience and kindness make them exceptional wealth coaches. Our advisors entered this profession because they know that their counsel makes a real difference in the lives of their clients, and it’s not a role they take lightly.


“Respect for ourselves guides our morals; respect for others guides our manners.” –Laurence Sterne

We have the utmost respect for you, our client. We respect the time you take to meet with us to discuss your plans. We respect the impact of our recommendations on your family, your business, and your lifestyle. For that reason, we will always take the time to ensure that any question you have about your personalized wealth strategy, from tax implications to distribution, will be answered patiently and thoroughly.


“None of us is as smart as all of us.”  Ken Blanchard

We believe in a team approach when it comes to serving our clients. Our advisors collaborate on every single case aiming to make sure our clients receive the most innovative, intelligent and superbly-designed plans. The recommendations we deliver are crafted by multiple advisors, so our clients benefit from a wealth of experience. At Synergy, you can rest assured that an entire team of professionals is standing guard over your financial future.


“You have to perform at a consistently higher level than others. That's the mark of a true professional.”  Joe Paterno

We are a firm of true professionals. Each member of the team is committed to the firm's vision of providing unparalleled service, and we believe strongly that we have an obligation to protect our clients and their families. We genuinely care for our clients, and with each phone call and office visit, they are reminded that we are truly dedicated to their success.