Synergy Asset Management, LLC

Paul Phillips is a financial advisor at Synergy Asset Management, LLC with 29 years of industry experience. He holds Series 63, 65, and 66 licenses and has been associated with FINRA and TD Ameritrade since 2009. Outside of advising, he serves as a FINRA arbitrator and leases intellectual property to nonprofit organizations. Synergy Asset Management provides wealth management and financial planning services to a diverse client base, including individuals, business owners, trusts, and retirement plans. The firm employs a combination of fundamental, technical, and quantitative strategies across various asset classes and offers customized portfolio management and advisory services.

Kevin Williams is a financial advisor with Synergy Asset Management, LLC, holding Series 63, 65, and 66 licenses and 19 years of industry experience. His prior roles include positions at Lifetime Financial Inc, Gennaker Capital LLC, and Goldbloom Wealth Management. He is also a licensed real estate broker with Synergy Mergers & Acquisitions, where he engages in commissions-based transactions. Synergy Asset Management, LLC provides personalized wealth management and financial planning services to individuals, business owners, trusts, and retirement plans. The firm manages over $1 billion in assets and employs a combination of fundamental, technical, and quantitative strategies across various asset classes through custom managed accounts and model portfolios.

Francis Roman is a financial advisor at Synergy Asset Management, LLC with nine years of industry experience. He holds a Series 65 designation and previously worked at Boeing Commercial Airplanes from 2015 to 2019 before joining Synergy Financial Services in 2019. Synergy Asset Management provides personalized wealth management and financial planning to a diverse client base, including individuals, business owners, trusts, and retirement plans. The firm employs a combination of fundamental, technical, and quantitative analysis across various active and tactical strategies, managing approximately $1.05 billion in regulatory assets.

Thi Hong Van Nguyen is a CFA® charterholder currently with Synergy Asset Management, LLC in Dallas, TX. Nguyen has held roles at several firms including Cathay United Bank and HSBC Bank, accumulating experience across financial institutions since 2015. Synergy Asset Management provides wealth management and financial planning services to a diverse client base, including individuals, business owners, trusts, and retirement plans. The firm employs a combination of fundamental, technical, and quantitative analysis to manage approximately $1.05 billion in assets, offering customized portfolio management and advisory services.

Kellie Chandler is a financial advisor at Synergy Asset Management, LLC with two years of industry experience and holds a Series 65 designation. Her background includes roles at Messiah University and LifeGuide Financial Advisors, as well as experience in various positions outside finance including at The Hershey Company and Isaac's Restaurants. Synergy Asset Management provides personalized wealth management and financial planning to a diverse client base including individuals, business owners, trusts, and retirement plans. The firm employs a combination of fundamental, technical, and quantitative analysis across multiple active and tactical investment strategies, managing approximately $1.05 billion in regulatory assets.

Todd Jessup is a CFA® charterholder with 10 years of industry experience. He is currently with Synergy Asset Management, LLC and previously worked at RVX Asset Management and Vision Capital Management, Inc. Synergy Asset Management, LLC offers personalized wealth management and financial planning to a diverse client base, including individuals, business owners, trusts, and retirement plans. The firm employs a combination of fundamental, technical, and quantitative strategies across various asset classes and provides both discretionary and non-discretionary portfolio management along with family office and retirement plan consulting services.

Mary Robertson is a financial advisor with Synergy Asset Management, LLC in Vancouver, WA. She holds a Series 65 designation and has three years of industry experience. Prior to joining Synergy Asset Management in 2019, she worked at O'Connor Photography from 2017 to 2019. Synergy Asset Management provides personalized wealth management and financial planning services to a diverse client base, including individuals, business owners, trusts, and retirement plans. The firm employs a combination of fundamental, technical, and quantitative analysis across various active and tactical investment strategies.

Jason Zalarick is a financial advisor at Synergy Asset Management, LLC with 22 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Equity Advisor Solutions from 2012 to 2020 before joining Synergy Financial Management, LLC in 2020. Synergy Asset Management, LLC provides personalized wealth management and financial planning to a diverse client base, including individuals, business owners, trusts, retirement plans, and other advisers. The firm manages approximately $1.05 billion in assets and employs a combination of fundamental, technical, and quantitative strategies across various asset classes, offering both discretionary and non-discretionary portfolio management.

Joseph Maas is a financial advisor at Synergy Asset Management, LLC with 24 years of industry experience. He holds the CFP®, CFA®, and ChFC® designations and has worked at Synergy Asset Management and affiliated firms since 1997. Maas is involved with multiple related entities, including Synergy Financial Services, Rowan Street Advisors, and Synergy Mergers + Acquisitions. Synergy Asset Management provides personalized wealth management and financial planning to individuals, business owners, trusts, retirement plans, and other investment advisers. The firm employs a blend of fundamental, technical, and quantitative analysis across various active and tactical strategies, managing approximately $1.05 billion in assets.