Synergy Wealth Solutions

Main Office

16150 Main Circle Drive, Suite 400
Chesterfield, MO 63017-4689

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See our Licenses and Disclosures

SATELLITE OFFICES


Managing Partners

Brian M. Roberts

General Manager, Financial Planner

Our Financial Professionals

  1. Dakota Adams

    Synergy Wealth Solutions

    Focus:

    • Insurance Strategies

    Languages:

    • English
  2. Maria Alvarez

    Synergy Wealth Solutions

    Focus:

    • Insurance Strategies

    Languages:

    • English
    • Shawn Applegate

      Synergy Wealth Solutions

      Focus:

      • Insurance Strategies
      • Investment Strategies

      Languages:

      • English
      • Valerie Baker

        CFP®

        Synergy Wealth Solutions

        Focus:

        • Insurance Strategies
        • Special Care
        • Business Owners

        Languages:

        • English
        • Phillip Barringer

          Synergy Wealth Solutions

          Focus:

          • Insurance Strategies
          • Investment Strategies

          Languages:

          • English
          • Aaron Bockman

            ChFC®

            Synergy Wealth Solutions

            Focus:

            • Insurance Strategies
            • Retirement Income Planning
            • Estate Planning

            Languages:

            • English
            • Jamie Boydston

              Synergy Wealth Solutions

              Focus:

              • Insurance Strategies
              • Investment Strategies

              Languages:

              • English
              • Christopher Campo

                CFS®, CASL®, MBA

                Synergy Wealth Solutions

                Focus:

                • Insurance Strategies

                Languages:

                • English
                • Marc Chenot

                  Synergy Wealth Solutions

                  Focus:

                  • Insurance Strategies
                  • Investment Strategies

                  Languages:

                  • English
                  • Eliza Chrzanowska

                    MBA

                    Synergy Wealth Solutions

                    Focus:

                    • Insurance Strategies
                    • Business Owners
                    • LGBTQ
                    • Retirement Strategies
                    • Show More

                    Languages:

                    • English, Polish, Spanish
                  • Jake Cornett

                    Synergy Wealth Solutions

                    Focus:

                    • Insurance Strategies

                    Languages:

                    • English
                    • Lucas Cozart

                      Synergy Wealth Solutions

                      Focus:

                      • Insurance Strategies

                      Languages:

                      • English
                      • Michael Daley

                        CPA*

                        Synergy Wealth Solutions

                        Focus:

                        • Insurance Strategies
                        • Investment Strategies
                        • Retirement Income Planning
                        • College Funding Strategies
                        • Show More

                        Languages:

                        • English
                      • A. William Dehlendorf

                        Synergy Wealth Solutions

                        Focus:

                        • Insurance Strategies

                        Languages:

                        • English
                        • Patrick Donlan

                          Synergy Wealth Solutions

                          Focus:

                          • Insurance Strategies
                          • Retirement Strategies
                          • Retirement Income Planning
                          • Business Owners
                          • Show More

                          Languages:

                          • English
                        • Nicholas Dragan

                          CFP®, CRPC®

                          Synergy Wealth Solutions

                          Focus:

                          • Insurance Strategies
                          • Business Owners
                          • Investment Strategies

                          Languages:

                          • English
                          • Matthew Dulick

                            Synergy Wealth Solutions

                            Focus:

                            • Insurance Strategies
                            • Investment Strategies

                            Languages:

                            • English
                            • Ethan Eitel

                              Synergy Wealth Solutions

                              Focus:

                              • Insurance Strategies
                              • Investment Strategies

                              Languages:

                              • English
                              • Donald Fitzgerald

                                CFP®, CLTC®

                                Synergy Wealth Solutions

                                Focus:

                                • Insurance Strategies
                                • Investment Strategies

                                Languages:

                                • English
                                • Mike Fleming

                                  CLU®, ChFC®, CFP®

                                  Synergy Wealth Solutions

                                  Focus:

                                  • Insurance Strategies
                                  • Investment Strategies

                                  Languages:

                                  • English
                                  • Todd M. Frattura

                                    Synergy Wealth Solutions

                                    Focus:

                                    • Insurance Strategies
                                    • Investment Strategies

                                    Languages:

                                    • English
                                    • James "Todd" Gentry

                                      CFP®, ChHC®, CAP®, LUTCF®

                                      Synergy Wealth Solutions

                                      Focus:

                                      • Insurance Strategies
                                      • Business Owners
                                      • Investment Strategies
                                      • Special Care
                                      • Show More

                                      Languages:

                                      • English
                                    • Danielle Gibbons

                                      Synergy Wealth Solutions

                                      Focus:

                                      • Insurance Strategies

                                      Languages:

                                      • English
                                    • Ted A. Guebert

                                      Synergy Wealth Solutions

                                      Focus:

                                      • Insurance Strategies
                                      • Investment Strategies

                                      Languages:

                                      • English
                                      • Todd Guffey

                                        Synergy Wealth Solutions

                                        Focus:

                                        • Insurance Strategies

                                        Languages:

                                        • English
                                        • Thomas Hadican

                                          Synergy Wealth Solutions

                                          Focus:

                                          • Investment Strategies
                                          • Business Owners
                                          • Insurance Strategies

                                          Languages:

                                          • English
                                          • Jason B. Harness

                                            CFBS

                                            Synergy Wealth Solutions

                                            Focus:

                                            • Insurance Strategies
                                            • Investment Strategies
                                            • Business Owners
                                            • Business Succession Planning
                                            • Show More

                                            Languages:

                                            • English
                                          • Jason Head

                                            Synergy Wealth Solutions

                                            Focus:

                                            • Insurance Strategies
                                            • Investment Strategies

                                            Languages:

                                            • English
                                            • Joseph L. Heitkamp

                                              Synergy Wealth Solutions

                                              Focus:

                                              • Insurance Strategies
                                              • Investment Strategies

                                              Languages:

                                              • English
                                              • Robert Herdler

                                                CLU®, ChFC®, ChSNC™

                                                Synergy Wealth Solutions

                                                Focus:

                                                • Insurance Strategies
                                                • Investment Strategies

                                                Languages:

                                                • English
                                                • Bob Hughes

                                                  Synergy Wealth Solutions

                                                  Focus:

                                                  • Insurance Strategies
                                                  • Business Owners
                                                  • Investment Strategies

                                                  Languages:

                                                  • English
                                                  • Brooks Kickham

                                                    ChFC®, CLU®, CFBS, CLTC®, CFS®

                                                    Synergy Wealth Solutions

                                                    Focus:

                                                    • Insurance Strategies
                                                    • Investment Strategies
                                                    • Retirement Strategies
                                                    • Retirement Income Planning
                                                    • Show More

                                                    Languages:

                                                    • English
                                                    • Roger A. Koch

                                                      CLU®, ChFC®, LUTCF®

                                                      Synergy Wealth Solutions

                                                      Focus:

                                                      • Insurance Strategies
                                                      • Business Owners
                                                      • Special Care
                                                      • Investment Strategies

                                                      Languages:

                                                      • English
                                                      • Kalman Kovach

                                                        Synergy Wealth Solutions

                                                        Focus:

                                                        • Insurance Strategies

                                                        Languages:

                                                        • English
                                                        • Dan Marcotte

                                                          Synergy Wealth Solutions

                                                          Focus:

                                                          • Insurance Strategies

                                                          Languages:

                                                          • English
                                                          • David Matzenbacher

                                                            Synergy Wealth Solutions

                                                            Focus:

                                                            • Insurance Strategies

                                                            Languages:

                                                            • English
                                                            • Stephen P. McGoff

                                                              Synergy Wealth Solutions

                                                              Focus:

                                                              • Insurance Strategies
                                                              • Investment Strategies

                                                              Languages:

                                                              • English
                                                              • Matthew Merrick

                                                                Synergy Wealth Solutions

                                                                Focus:

                                                                • Insurance Strategies
                                                                • Investment Strategies

                                                                Languages:

                                                                • English
                                                                • A. Moghis Mian

                                                                  MBA, RICP®, LUTCF®

                                                                  Synergy Wealth Solutions

                                                                  Focus:

                                                                  • Insurance Strategies
                                                                  • Investment Strategies

                                                                  Languages:

                                                                  • English
                                                                  • Ted Morris

                                                                    Synergy Wealth Solutions

                                                                    Focus:

                                                                    • Insurance Strategies
                                                                    • Investment Strategies

                                                                    Languages:

                                                                    • English
                                                                    • Sam Norton

                                                                      Synergy Wealth Solutions

                                                                      Focus:

                                                                      • Insurance Strategies
                                                                      • Retirement Strategies
                                                                      • College Funding Strategies
                                                                      • Business Succession Planning
                                                                      • Show More

                                                                      Languages:

                                                                      • English
                                                                      • Kyle Ortmann

                                                                        Synergy Wealth Solutions

                                                                        Focus:

                                                                        • Insurance Strategies
                                                                        • Investment Strategies

                                                                        Languages:

                                                                        • English
                                                                        • John Ring

                                                                          Synergy Wealth Solutions

                                                                          Focus:

                                                                          • Insurance Strategies
                                                                          • Investment Strategies

                                                                          Languages:

                                                                          • English
                                                                          • Andrew Rolwes

                                                                            Synergy Wealth Solutions

                                                                            Focus:

                                                                            • Insurance Strategies

                                                                            Languages:

                                                                            • English
                                                                            • Scott Sanders

                                                                              Synergy Wealth Solutions

                                                                              Focus:

                                                                              • Insurance Strategies
                                                                              • Investment Strategies

                                                                              Languages:

                                                                              • English
                                                                              • Brian Schmuke

                                                                                CLU®, ChFC®

                                                                                Synergy Wealth Solutions

                                                                                Focus:

                                                                                • Insurance Strategies
                                                                                • Business Owners
                                                                                • Special Care
                                                                                • Investment Strategies

                                                                                Languages:

                                                                                • English
                                                                                • John N. Schneider

                                                                                  CFP®, ChFC®, CLTC®, CLU®

                                                                                  Synergy Wealth Solutions

                                                                                  Focus:

                                                                                  • Insurance Strategies
                                                                                  • Investment Strategies

                                                                                  Languages:

                                                                                  • English
                                                                                  • Dana Scott

                                                                                    Synergy Wealth Solutions

                                                                                    Focus:

                                                                                    • Insurance Strategies

                                                                                    Languages:

                                                                                    • English
                                                                                    • Saz Shrestha

                                                                                      CFP®

                                                                                      Synergy Wealth Solutions

                                                                                      Focus:

                                                                                      • Insurance Strategies
                                                                                      • Investment Strategies
                                                                                      • LGBTQ
                                                                                      • Business Owners

                                                                                      Languages:

                                                                                      • English
                                                                                      • Timothy Smith

                                                                                        Synergy Wealth Solutions

                                                                                        Focus:

                                                                                        • Insurance Strategies

                                                                                        Languages:

                                                                                        • English
                                                                                        • Charlie Sottoriva

                                                                                          Synergy Wealth Solutions

                                                                                          Focus:

                                                                                          • Retirement Strategies
                                                                                          • Insurance Strategies
                                                                                          • Business Owners
                                                                                          • LGBTQ
                                                                                          • Show More

                                                                                          Languages:

                                                                                          • English
                                                                                        • Gregory D. Stein

                                                                                          Synergy Wealth Solutions

                                                                                          Focus:

                                                                                          • Investment Strategies
                                                                                          • Business Owners
                                                                                          • Insurance Strategies

                                                                                          Languages:

                                                                                          • English
                                                                                          • Drew Stevens PhD

                                                                                            Synergy Wealth Solutions

                                                                                            Focus:

                                                                                            • Insurance Strategies
                                                                                            • Business Owners
                                                                                            • Retirement Income Planning
                                                                                            • Retirement Strategies
                                                                                            • Show More

                                                                                            Languages:

                                                                                            • English, Spanish
                                                                                            • Venessa Van Schalkwyk

                                                                                              Synergy Wealth Solutions

                                                                                              Focus:

                                                                                              • Insurance Strategies
                                                                                              • Business Owners
                                                                                              • Investment Strategies
                                                                                              • Retirement Income Planning
                                                                                              • Show More

                                                                                              Languages:

                                                                                              • English
                                                                                              • Bruce D. Ward

                                                                                                CFP®, ChFC®, CLU®, RICP®, MBA

                                                                                                Synergy Wealth Solutions

                                                                                                Focus:

                                                                                                • Investment Strategies
                                                                                                • Insurance Strategies
                                                                                                • Business Owners
                                                                                                • Business Succession Planning
                                                                                                • Show More

                                                                                                Languages:

                                                                                                • English
                                                                                                • John Weeks

                                                                                                  Synergy Wealth Solutions

                                                                                                  Focus:

                                                                                                  • Insurance Strategies
                                                                                                  • Investment Strategies

                                                                                                  Languages:

                                                                                                  • English
                                                                                                  • Brady T. Westphal

                                                                                                    ChFC®, CFS®

                                                                                                    Synergy Wealth Solutions

                                                                                                    Focus:

                                                                                                    • Insurance Strategies
                                                                                                    • Investment Strategies

                                                                                                    Languages:

                                                                                                    • English
                                                                                                    • Scott J. Wheeler

                                                                                                      Synergy Wealth Solutions

                                                                                                      Focus:

                                                                                                      • Insurance Strategies
                                                                                                      • Investment Strategies

                                                                                                      Languages:

                                                                                                      • English