Synergy Wealth Solutions

Main Office

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

Get Directions

See our Licenses and Disclosures

SATELLITE OFFICES


Our Advisors

  1. Ben Ablan

    Synergy Wealth Solutions

    Focus:

    • Insurance Strategies
    • Retirement Income Planning
    • Retirement Strategies
    • College Funding Strategies
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    Languages:

    • English
    • Maria Alvarez

      Synergy Wealth Solutions

      Focus:

      • Insurance Strategies

      Languages:

      • English
      • Jamie Boydston

        Synergy Wealth Solutions

        Focus:

        • Insurance Strategies
        • Investment Strategies

        Languages:

        • English
        • Yolanda K. Brown

          MBA

          Synergy Wealth Solutions

          Focus:

          • Insurance Strategies
          • Business Owners
          • Retirement Income Planning
          • Risk Management Strategies
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          Languages:

          • English
          • Lyell Champagne

            JD**

            Synergy Wealth Solutions

            Focus:

            • Insurance Strategies
            • Business Owners
            • Retirement Income Planning
            • Retirement Strategies
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            Languages:

            • English
            • Marc Chenot

              Synergy Wealth Solutions

              Focus:

              • Insurance Strategies
              • Investment Strategies

              Languages:

              • English
              • Rebecca A. Craig

                ABA, CFBS

                Synergy Wealth Solutions

                Focus:

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

                Languages:

                • English, French
                • Michael Curtis

                  Synergy Wealth Solutions

                  Focus:

                  • Insurance Strategies
                  • Investment Strategies

                  Languages:

                  • English
                  • Michael Daley

                    CPA*

                    Synergy Wealth Solutions

                    Focus:

                    • Insurance Strategies
                    • Investment Strategies
                    • Retirement Income Planning
                    • College Funding Strategies
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                    Languages:

                    • English
                    • Patrick Donlan

                      Synergy Wealth Solutions

                      Focus:

                      • Insurance Strategies
                      • Retirement Strategies
                      • Retirement Income Planning
                      • Business Owners
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                      Languages:

                      • English
                      • Matthew Dulick

                        Synergy Wealth Solutions

                        Focus:

                        • Insurance Strategies
                        • Investment Strategies

                        Languages:

                        • English
                        • Steve Eifler

                          CFP®

                          Synergy Wealth Solutions

                          Focus:

                          • Insurance Strategies
                          • Investment Strategies

                          Languages:

                          • English
                          • Ethan Eitel

                            Synergy Wealth Solutions

                            Focus:

                            • Insurance Strategies
                            • Investment Strategies

                            Languages:

                            • English
                            • Tom Elder

                              Synergy Wealth Solutions

                              Focus:

                              • Insurance Strategies
                              • Investment Strategies
                              • Retirement Income Planning
                              • Retirement Strategies
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                              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
                                  • J. Todd Gentry

                                    CFP®

                                    Synergy Wealth Solutions

                                    Focus:

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

                                    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
                                        • Jason B. Harness

                                          CFBS

                                          Synergy Wealth Solutions

                                          Focus:

                                          • Insurance Strategies
                                          • Investment Strategies
                                          • Business Owners
                                          • Business Succession Planning
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                                          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
                                            • Brooks Kickham

                                              ChFC®, CLU®, CFBS, CLTC®

                                              Synergy Wealth Solutions

                                              Focus:

                                              • Insurance Strategies
                                              • Investment Strategies

                                              Languages:

                                              • English
                                              • Kalman Kovach

                                                Synergy Wealth Solutions

                                                Focus:

                                                • Insurance Strategies
                                                • Investment Strategies

                                                Languages:

                                                • English
                                                • Dan Marcotte

                                                  Synergy Wealth Solutions

                                                  Focus:

                                                  • Insurance Strategies
                                                  • Investment Strategies

                                                  Languages:

                                                  • English
                                                  • William Mckillip

                                                    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
                                                        • Lukas Noll

                                                          Synergy Wealth Solutions

                                                          Focus:

                                                          • Insurance 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
                                                              • Alex Brewer

                                                                Synergy Wealth Solutions

                                                                Focus:

                                                                • Insurance Strategies
                                                                • Business Owners
                                                                • College Funding Strategies
                                                                • Retirement Strategies
                                                                • Show More

                                                                Languages:

                                                                • English
                                                                • John Ring

                                                                  Synergy Wealth Solutions

                                                                  Focus:

                                                                  • Insurance Strategies
                                                                  • Investment Strategies

                                                                  Languages:

                                                                  • English
                                                                  • Aaron Roche

                                                                    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
                                                                          • 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:

                                                                                • Insurance Strategies
                                                                                • Business Owners
                                                                                • Investment Strategies
                                                                                • LGBTQ

                                                                                Languages:

                                                                                • English
                                                                                • Gregory D. Stein

                                                                                  Synergy Wealth Solutions

                                                                                  Focus:

                                                                                  • Investment Strategies
                                                                                  • Business Owners
                                                                                  • Insurance Strategies

                                                                                  Languages:

                                                                                  • English
                                                                                  • Josh Thornhill

                                                                                    Synergy Wealth Solutions

                                                                                    Focus:

                                                                                    • Insurance Strategies

                                                                                    Languages:

                                                                                    • English
                                                                                    • Venessa Van Schalkwyk

                                                                                      Synergy Wealth Solutions

                                                                                      Focus:

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

                                                                                      Languages:

                                                                                      • English
                                                                                      • Beth Vlasaty

                                                                                        CRPC®

                                                                                        Synergy Wealth Solutions

                                                                                        Focus:

                                                                                        • Insurance Strategies
                                                                                        • Business Owners
                                                                                        • Investment Strategies

                                                                                        Languages:

                                                                                        • English
                                                                                        • Brian Wahe

                                                                                          LUTCF®, CLTC®

                                                                                          Synergy Wealth Solutions

                                                                                          Focus:

                                                                                          • Insurance Strategies
                                                                                          • Investment Strategies

                                                                                          Languages:

                                                                                          • English
                                                                                          • Alex Walker

                                                                                            Synergy Wealth Solutions

                                                                                            Focus:

                                                                                            • Insurance Strategies
                                                                                            • Retirement Strategies
                                                                                            • Risk Management Strategies
                                                                                            • College Funding Strategies

                                                                                            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
                                                                                                    • Liz Wilmes

                                                                                                      Synergy Wealth Solutions

                                                                                                      Focus:

                                                                                                      • Insurance Strategies

                                                                                                      Languages:

                                                                                                      • English
                                                                                                      • Ken Wingrove

                                                                                                        CLU®, ChFC®

                                                                                                        Synergy Wealth Solutions

                                                                                                        Focus:

                                                                                                        • Insurance Strategies
                                                                                                        • Investment Strategies

                                                                                                        Languages:

                                                                                                        • English
                                                                                                        • Ryan S. Yount

                                                                                                          Synergy Wealth Solutions

                                                                                                          Focus:

                                                                                                          • Insurance Strategies
                                                                                                          • Business Owners
                                                                                                          • Investment Strategies

                                                                                                          Languages:

                                                                                                          • English

                                                                                                          CRN201905-211178