Whether you have $50,000 to invest or a million dollar portfolio, you want to work with an investment professional that you trust. It is important to choose your advisor carefully. He or she needs to be someone with education, experience, and economic and industry know-how to keep you moving toward your financial goals.
Maybe even more importantly, he or she needs to be someone you can talk to, someone who cares and someone who listens to your goals, your hopes and dreams. At a boutique firm like Synergy Financial Management, LLC, an SEC Registered Investment Advisor, that’s exactly the kind of service you can expect.
Meet our team:
Serving as the firm’s principal, Joe is the chief investment officer and senior wealth manager at Synergy Financial Management, LLC. He has more than 19 years of experience serving the changing needs of private wealth clients, businesses and trusts.
Johnny is our senior relationship manager and client portfolio liaison. He coordinates the efforts of Synergy’s other team members in executing the financial planning and investment process. Because of his excellent attention to detail, every client’s financial plan is assured of successful implementation and follow-through.
Connie is our trusted office manager and our senior portfolio accounting and reporting associate. She is also the firm’s communication backbone. She is responsible for supporting the team by acting as a liaison between team members, other professionals, vendors and clients.