James "Todd" Gentry

Credentials:
  • CFP®
  • ChHC®
  • CAP®
  • LUTCF®

Focus: Insurance Strategies, Business Owners, Investment Strategies, Special Care, Retirement Income Planning, Estate Planning, Charitable Giving, Financial Education, Retirement Strategies

Languages: English

Todd Gentry has over 27 years of experience in the financial services industry. Todd is a Certified Financial Planner Professional™ (CFP®) which was awarded for his education, examination, experience, and ethics requirements. He is also a Chartered Financial Consultant (ChFC®), which prepares him to meet the advanced financial planning needs of individuals, professionals and small business owners with in-depth coverage of the key financial planning disciplines.

Todd has been awarded the Five Star Professional Award for multiple years, including 2020. Also, a passionate community volunteer, Todd serves on numerous civic and charitable boards and committees in the St. Louis area. He was awarded the Volunteer of the Year in St. Charles County at the Legacy Ball.

He understands a great relationship and skills can make all the difference. His experience, creativity, and commitment to developing strategic alliances enhance their client experience. Todd is committed to building long-term relationships with his clients and helping them reach their goals.

Todd is also a sought-after speaker on numerous financial topics. He teaches over 200 financial seminars a year to corporate leadership groups and associates, special interest groups, and continuing education students at colleges. He takes great satisfaction in being able to convey complex financial concepts in a way that is understandable to all.

He was inspired to become a Special Care Planner when he was asked to be a guardian for a family member. He discovered planning for an individual with Special Needs is unique and much more comprehensive.

He and his lovely wife, Tammy, have been married for 27 years and have two beautiful daughters, Reece and Ava.

Education

Missoui State University, BA (1994-1998)

Hobbies

Hanging with the Family "The Girls", everything from Hiking, Boating, Nail Salon, Theatre, Board Games, Travel: Basically whatever they want to do.

Community Involvement

Board Member Developmental Disabilities Resource Board

See James’s Licenses and Disclosures

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Synergy Wealth Solutions

Main Office

16150 Main Circle Drive Suite 400
Chesterfield, MO 63017-4689

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CRN202210-272345