Financial Synergies

Grant Ball is a Series 65-licensed advisor with Financial Synergies in Houston, TX, where he has worked since 2020. He has four years of industry experience and previously participated in the University of Houston’s Cougar Investment Fund and Bauer School of Business. Financial Synergies serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients, offering investment management, financial planning, and advisory services. The firm employs diversified, allocation-driven portfolios and utilizes third-party platforms and sub-advisors to customize client solutions.

Colton Owen is a CFP® and Series 65 licensed advisor at Financial Synergies with three years of industry experience. His background includes roles at Financial Synergies Wealth Advisors and Texas A&M, as well as involvement with Faithbridge Church and Sky Ranch Summer Camps. Financial Synergies serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering both discretionary and non-discretionary investment management alongside written financial planning. The firm employs a diversified asset-allocation strategy that incorporates mutual funds, ETFs, individual securities, and digital assets, and is noted for its performance-based fee arrangements and policies managing side-by-side conflicts.

William Goodson is a CFP®-certified financial advisor with 14 years of industry experience. He has been with Financial Synergies Wealth Advisors, Inc. in Houston, TX, since 2015. Outside of his advisory role, he serves as the managing member of an eCommerce business operating an Amazon storefront. Financial Synergies serves individuals—including high-net-worth clients—as well as retirement plans, trusts, estates, charitable organizations, and businesses. The firm uses a diversified asset-allocation approach with no-load mutual funds, ETFs, and other securities, offering both discretionary and non-discretionary investment management along with written financial planning and account aggregation services.

Zachary Robinson is a financial advisor with Financial Synergies in Houston, TX, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His prior work history includes roles at Charles Schwab & Co., Capital One Investing, and Wells Fargo Bank. Financial Synergies serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses with investment management and financial planning services. The firm uses a diversified asset-allocation approach featuring no-load mutual funds, ETFs, and other securities, and is noted for offering performance-based fee arrangements and documented conflict management policies.

Michael Booker is a CFP®, ChFC®, and Series 63-licensed advisor with 29 years of industry experience. He is based in Houston, TX, and has previously worked at Financial Synergies Wealth Advisors, Inc. from 1997 to 2004. Booker is currently part of the advisory team at Financial Synergies. Financial Synergies serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses with discretionary and non-discretionary investment management and comprehensive financial planning. The firm uses a diversified asset-allocation approach featuring no-load mutual funds, ETFs, individual equities, bonds, structured products, and digital assets, and offers performance-based fee arrangements for eligible clients.

Megan Cline is a financial advisor at Financial Synergies with a Series 65 designation and two years of industry experience. She previously worked at Willis Johnson & Associates and Verus Financial Group. Financial Synergies serves individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients by providing investment management, financial planning, and held-away account advisory services. The firm uses diversified, allocation-driven portfolios and incorporates third-party platforms and sub-advisors to tailor solutions for clients.

Heath Hightower is a CFP® professional with 22 years of industry experience, currently serving at Financial Synergies in Houston, TX. He worked at Financial Synergies Wealth Advisors, Inc. from 2003 to 2004. Financial Synergies serves a diverse client base including individuals, retirement plans, trusts, charitable organizations, and businesses, offering investment management and financial planning services. The firm uses a diversified asset-allocation approach with an emphasis on no-load mutual funds and ETFs, and offers performance-based fee arrangements to eligible clients.

Set Carpintero is a CFP® with nine years of experience in financial advisory. He is currently with Financial Synergies and previously worked at Hightower Advisors, Resource Consulting Group, Vintage Financial Services, and Seabridge Wealth Management LLC. Financial Synergies serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering both discretionary and non-discretionary investment management alongside written financial planning. The firm uses a diversified asset-allocation approach primarily involving no-load mutual funds and ETFs, with options for individual securities and digital assets, and is notable for offering performance-based fee arrangements to eligible clients.

Kellie Gamino is a CFP® and Series 65 licensed advisor with Financial Synergies, bringing one year of industry experience. Her prior roles include five years at Hightower Trust Company and positions at First State Bank and Associated Credit Union of Texas. Financial Synergies serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering investment management and financial planning services. The firm uses a diversified asset-allocation approach with a mix of mutual funds, ETFs, individual securities, and digital assets, and it employs performance-based fee arrangements for eligible clients.

Barbara Villard Schmoyer is a Series 65-licensed advisor with Financial Synergies in Houston, TX, where she has worked since 2016. She has nine years of industry experience. Financial Synergies serves individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients with investment management, financial planning, and held-away account advisory services. The firm uses diversified, allocation-driven portfolios and offers a goals-based Pathway program, managed-account solutions, and sub-advisory relationships.

Kathryn Rodriguez is a CFP® with 24 years of industry experience and is currently with Financial Synergies in Houston, TX. Her prior roles include positions at Ameriprise, Charles Schwab Bank, TD Ameritrade, Mercer Global Advisors, and Fidelity. She is also involved with Tiras Wealth Management LLC, an advisory business managing operations and income split for AMPF franchises. Financial Synergies serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses with discretionary and non-discretionary investment management and financial planning. The firm uses a diversified asset-allocation approach that includes mutual funds, ETFs, individual securities, and digital assets, and offers performance-based fee arrangements to eligible clients.

Robine Van Doorn is a Series 65 licensed advisor at Financial Synergies in Houston, TX, with one year of industry experience. Prior to joining Financial Synergies Wealth Advisors, Inc., Robine was a student for ten years. Financial Synergies serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering investment management, financial planning, and advisory services. The firm uses a diversified asset-allocation approach with a focus on no-load mutual funds and ETFs and employs strategies including long-term holdings and tactical adjustments.

Melody Laser is a CFP® with one year of industry experience, currently serving at Financial Synergies in Houston, TX. Before joining Financial Synergies Wealth Advisors, she worked at Willis Johnson & Associates and held roles at the University of Houston and Lone Star College. Financial Synergies serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, providing investment management and financial planning with a diversified asset-allocation approach that includes mutual funds, ETFs, equities, bonds, structured products, and digital assets. The firm is noted for offering performance-based fee arrangements to eligible clients and maintaining documented policies to manage conflicts.

Michael Minter is a CFP® professional with 16 years of experience, currently serving at Financial Synergies Wealth Advisors, Inc. in Houston, Texas, where he has worked since 2003. Financial Synergies serves individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients, providing investment management, financial planning, and held-away account advisory services. The firm utilizes diversified, allocation-driven portfolios and incorporates third-party platforms and sub-advisors to tailor portfolios, offering unique features such as performance-based fee arrangements under a high-watermark approach.

Bryan Zschiesche is a CFP® and holds a Series 65 license with 21 years of industry experience. He has been with Financial Synergies Wealth Advisors, Inc. in Houston, TX since 2003. Financial Synergies serves individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm provides investment management, financial planning, and advisory services using diversified, allocation-driven portfolios and leverages third-party platforms and sub-advisors to tailor portfolios and reporting.