Synergy FG

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 at Synergy FG with nine years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Ameriprise Financial Services from 2017 to 2020. Outside of her advisory role, she serves in fiduciary capacities 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 employs a blend of fundamental and technical analysis alongside proprietary asset-allocation models and offers portfolios that include ETFs, mutual funds, derivatives, institutional-grade real estate, and private equity.

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.