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
      • 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
              • Yolanda K. Brown

                MBA

                Synergy Wealth Solutions

                Focus:

                • Insurance Strategies
                • Business Owners
                • Retirement Income Planning
                • Risk Management Strategies
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                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
                    • Rebecca A. Craig

                      ABA, CFBS

                      Synergy Wealth Solutions

                      Focus:

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

                      Languages:

                      • English, French
                      • Michael Daley

                        CPA*

                        Synergy Wealth Solutions

                        Focus:

                        • Insurance Strategies
                        • Investment Strategies
                        • Retirement Income Planning
                        • College Funding Strategies
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                        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
                                • 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
                                          • James "Todd" Gentry

                                            CFP®, ChHC®, CAP®, LUTCF®

                                            Synergy Wealth Solutions

                                            Focus:

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

                                            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
                                                • Ryan C. Hamilton

                                                  Synergy Wealth Solutions

                                                  Focus:

                                                  • Insurance Strategies
                                                  • Investment Strategies

                                                  Languages:

                                                  • English
                                                  • Jason B. Harness

                                                    CFBS

                                                    Synergy Wealth Solutions

                                                    Focus:

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

                                                    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®

                                                          Synergy Wealth Solutions

                                                          Focus:

                                                          • Insurance Strategies
                                                          • Investment Strategies

                                                          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
                                                              • 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
                                                                      • 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
                                                                              • 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
                                                                                                  • 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