Synergy Wealth Solutions

COMPANY DESCRIPTION: Financial Planning firm in Chesterfield, Missouri.  Part of Mass Mutual. Your life’s goals and dreams are your own, but the path to achieving them may need clarity, requiring a distinctive service that offers individual attention and personalized guidance.  Tailoring financial strategies to fit your needs requires a depth of resources from financial professionals who are seasoned and experienced.  Our financial planners have the knowledge and resources to help you meet your goals by developing and helping you to implement a financial plan that will serve as a well organized roadmap. And as your life changes, so will your plan. The relationship you forge with your financial planner is for the long term.

COMPANY SERVICES: Financial professional with over 20 years of experience working within the Saint Louis market. Adept at bringing solutions to companies and individuals around the key concepts involved in a holistic approach. I am passionate about life optimization. One element that is often missed is how do we help you financially prepare for the future and do so efficiently. The answer to this is my passion and why I enjoy working with my clients to answer that very question. Served in the Army as an Airborne Infantry Team Leader with the 1st/508th MoatnGators down in Panama and later with the 3/9th Manchus in Fort Lewis. My wife Lourdes and I have lived in Wildwood along with our two boys Anthony and Charlie. I belong to Ascension Parish where I am a 4th degree Knight of Columbus and regularly participate within retreats and engagement committees. Our family has a farm out in Eolia Missouri where we enjoy riding, farming and shooting. My son Charlie picked up his Eagle Scout in 2018 and my oldest son Anthony has joined Moneta in Clayton after graduating Mizzou. Interest groups and charities that I am involved in are Patriot Guard, Dogs on Duty, The Kaufman Fund, Gary Sinise Foundation, Stl Ambassadors and others. Routinely you can see me out with my Long-Haired Shepard Gunner as we do therapy at various charities and schools. Licenses and Disclosures: www.synergywealthsolutions.com/licenses. CRN202407-322063.

BONDED: Yes

INSURED: Yes

YEARS EMPLOYED: 30

EMPLOYMENT CITY: Wildwood

EMPLOYMENT STATE: MO