Synergy: the cooperative interaction of two or more forces creating a combined effect that is greater than the sum of its parts. Our organization was founded on that concept.

What sets our firm apart is a team-based approach to the clients' overall financial well being, and our commitment to the process of educating our clients and prospective clients. Before any funds are invested, there is an investment of time.

I feel fortunate to have learned different aspects of "the business" from some of the finest people on Wall Street; and I have integrated this vast knowledge into building my independent practice. There are limitations to the corporate environment - and first among them is the ability to provide objective advice. I believe the best advisors are independent - we simply aren't under the same pressure to offer our clients proprietary products.

I've had a lifelong interest in the equity markets and in finding and following stocks with strong fundamentals. While asset allocation is often appropriate, for some of my clients specific stock selection may be an appropriate part of their portfolio.

Today, more people need planning then ever before; especially as baby boomers move forward toward retirement. I have noticed two commonalties when I first meet with prospective new clients: they are either unknowingly taking too much risk relative to their personal risk tolerance level, or they are taking too little risk given their assets and may well outlive their money. At Synergy we strive to reach an optimal balance between risk and reward for each individual.

My greatest professional satisfaction comes from educating and assisting my clients in reaching their financial goals.

*Securities offered through Nationwide Planning Associates, Inc. Member FINRA/SIPC. Advisory services offered through: NPA Asset Management, LLC, a registered investment advisor. Synergy Advisory Management Group, LLC, is not affiliated with Nationwide Planning Associates, Inc.