Stacey Treanor is a CFP® and ChFC® with 18 years of experience in financial advising. She currently works at Synergy Financial Group and previously held roles at Ameriprise Financial Services and Baird. Synergy Financial Group provides financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a combination of fundamental and technical analysis alongside proprietary asset-allocation models, offering portfolios that may include ETFs, mutual funds, derivatives, institutional real estate, private equity, and other illiquid investments.

Shannon Irwin is a financial advisor with Synergy FG in Hooper, UT, holding Series 63 and Series 66 designations and 10 years of industry experience. Prior to joining Synergy FG in 2021, Irwin worked at Ameriprise Financial Services and Truist Investment Services. Outside of advisory work, Irwin serves in fiduciary roles such as trustee and personal representative. Synergy Financial Group provides comprehensive financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm uses a model-based investment approach tailored to clients’ goals and risk tolerance, managing portfolios that may include a range of assets from derivatives to institutional real estate.

Palash Islam is a CFP®-certified financial advisor with 24 years of industry experience, currently practicing at Synergy Financial Group since 2020. Prior to that, he worked for 14 years at Kms Financial Services, Inc. In addition to his advisory role, he is involved in insurance sales, offering a range of insurance products as an agent and contractor. Synergy Financial Group provides comprehensive financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm combines fundamental and technical analysis with proprietary asset-allocation models and employs a variety of investment strategies, including the use of ETFs, mutual funds, derivatives, institutional-grade real estate, and private equity.