Synergy Wealth Solutions

Main Office

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

Get Directions

See our Licenses and Disclosures

SATELLITE OFFICES


Managing Partners

Brian M. Roberts

General Agent and Chief Executive Officer

Our Financial Professionals

  1. Dakota Adams

    Synergy Wealth Solutions

    Focus:

    • Insurance Strategies

    Languages:

    • English
  2. Maria Alvarez

    Synergy Wealth Solutions

    Focus:

    • Insurance Strategies

    Languages:

    • English
    • Valerie Baker

      CFP®

      Synergy Wealth Solutions

      Focus:

      • Insurance Strategies
      • Special Care
      • Business Owners

      Languages:

      • English
      • Phillip Barringer

        Synergy Wealth Solutions

        Focus:

        • Insurance Strategies
        • Investment Strategies

        Languages:

        • English
        • Aaron Bockman

          ChFC®

          Synergy Wealth Solutions

          Focus:

          • Insurance Strategies
          • Retirement Income Planning
          • Estate Planning
          • Investment Strategies

          Languages:

          • English
          • Jamie Boydston

            Synergy Wealth Solutions

            Focus:

            • Insurance Strategies
            • Investment Strategies

            Languages:

            • English
            • Christopher Campo

              CFS®, CASL®, MBA

              Synergy Wealth Solutions

              Focus:

              • Insurance Strategies
              • Retirement Income Planning
              • Retirement Strategies
              • Risk Management Strategies
              • Show More

              Languages:

              • English
              • Marc Chenot

                Synergy Wealth Solutions

                Focus:

                • Insurance Strategies
                • Investment Strategies

                Languages:

                • English
                • Eliza Chrzanowska

                  MBA

                  Synergy Wealth Solutions

                  Focus:

                  • Insurance Strategies
                  • Business Owners
                  • LGBTQ
                  • Retirement Strategies
                  • Show More

                  Languages:

                  • English, Polish, Spanish
                • Scott D. Colby

                  CLU®, ChFC®

                  Synergy Wealth Solutions

                  Focus:

                  • Insurance Strategies
                  • Investment Strategies

                  Languages:

                  • English
                • Lucas Cozart

                  Synergy Wealth Solutions

                  Focus:

                  • Insurance Strategies

                  Languages:

                  • English
                  • Michael Daley

                    CPA*

                    Synergy Wealth Solutions

                    Focus:

                    • Insurance Strategies
                    • Investment Strategies
                    • Retirement Income Planning
                    • College Funding Strategies
                    • Show More

                    Languages:

                    • English
                  • A. William Dehlendorf

                    Synergy Wealth Solutions

                    Focus:

                    • Insurance Strategies

                    Languages:

                    • English
                    • Will Difani

                      Synergy Wealth Solutions

                      Focus:

                      • Insurance Strategies
                      • Student Loan Refinancing
                      • Financial Education
                      • Retirement Strategies
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                      Languages:

                      • English
                    • Patrick Donlan

                      Synergy Wealth Solutions

                      Focus:

                      • Insurance Strategies
                      • Retirement Strategies
                      • Retirement Income Planning
                      • Business Owners
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                      Languages:

                      • English
                    • Nicholas Dragan

                      CFP®, CRPC®

                      Synergy Wealth Solutions

                      Focus:

                      • Insurance Strategies
                      • Business Owners
                      • Investment Strategies

                      Languages:

                      • English
                      • Matthew Dulick

                        Synergy Wealth Solutions

                        Focus:

                        • Insurance Strategies
                        • Investment Strategies

                        Languages:

                        • English
                        • Matthias Dunville

                          Synergy Wealth Solutions

                          Focus:

                          • Insurance Strategies
                          • Business Owners

                          Languages:

                          • English
                          • Ethan Eitel

                            Synergy Wealth Solutions

                            Focus:

                            • Insurance Strategies
                            • Investment Strategies

                            Languages:

                            • English
                            • Adam Elder

                              Synergy Wealth Solutions

                              Focus:

                              • Insurance Strategies

                              Languages:

                              • English
                              • Donald Fitzgerald

                                CFP®, CLTC®

                                Synergy Wealth Solutions

                                Focus:

                                • Insurance Strategies
                                • Investment Strategies

                                Languages:

                                • English
                                • Mike Fleming

                                  CLU®, ChFC®, CFP®, RICP®

                                  Synergy Wealth Solutions

                                  Focus:

                                  • Insurance Strategies
                                  • Investment Strategies

                                  Languages:

                                  • English
                                  • James "Todd" Gentry

                                    CFP®, ChHC®, CAP®, LUTCF®

                                    Synergy Wealth Solutions

                                    Focus:

                                    • Insurance Strategies
                                    • Business Owners
                                    • Investment Strategies
                                    • Special Care
                                    • Show More

                                    Languages:

                                    • English
                                  • Danielle Gibbons

                                    Synergy Wealth Solutions

                                    Focus:

                                    • Insurance Strategies

                                    Languages:

                                    • English
                                  • Ted A. Guebert

                                    Synergy Wealth Solutions

                                    Focus:

                                    • Insurance Strategies
                                    • Investment Strategies

                                    Languages:

                                    • English
                                    • Todd Guffey

                                      Synergy Wealth Solutions

                                      Focus:

                                      • Insurance Strategies

                                      Languages:

                                      • English
                                      • Thomas "Tom" Hadican

                                        Synergy Wealth Solutions

                                        Focus:

                                        • Retirement Income Planning
                                        • Retirement Strategies
                                        • Investment Strategies
                                        • Group Benefits
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                                        Languages:

                                        • English
                                      • Gabrielle Hall

                                        Synergy Wealth Solutions

                                        Focus:

                                        • Insurance Strategies

                                        Languages:

                                        • English
                                      • Jacob Halladay-Glynn

                                        Synergy Wealth Solutions

                                        Focus:

                                        • Insurance Strategies

                                        Languages:

                                        • English, Spanish
                                      • Jason B. Harness

                                        CFBS

                                        Synergy Wealth Solutions

                                        Focus:

                                        • Insurance Strategies
                                        • Investment Strategies
                                        • Business Owners
                                        • Business Succession Planning
                                        • Show More

                                        Languages:

                                        • English
                                      • Jason Head

                                        Synergy Wealth Solutions

                                        Focus:

                                        • Insurance Strategies
                                        • Investment Strategies

                                        Languages:

                                        • English
                                      • Joseph L. Heitkamp

                                        Synergy Wealth Solutions

                                        Focus:

                                        • Insurance Strategies
                                        • Investment Strategies

                                        Languages:

                                        • English
                                        • Robert Herdler

                                          CLU®, ChFC®, ChSNC™, RICP®

                                          Synergy Wealth Solutions

                                          Focus:

                                          • Insurance Strategies
                                          • Investment Strategies

                                          Languages:

                                          • English
                                          • Bob Hughes

                                            Synergy Wealth Solutions

                                            Focus:

                                            • Insurance Strategies
                                            • Business Owners
                                            • Investment Strategies

                                            Languages:

                                            • English
                                            • Brooks Kickham

                                              ChFC®, CLU®, CFBS, CLTC®, CFS®

                                              Synergy Wealth Solutions

                                              Focus:

                                              • Insurance Strategies
                                              • Investment Strategies
                                              • Retirement Strategies
                                              • Retirement Income Planning
                                              • Show More

                                              Languages:

                                              • English
                                            • Roger A. Koch

                                              CLU®, ChFC®, LUTCF®

                                              Synergy Wealth Solutions

                                              Focus:

                                              • Insurance Strategies
                                              • Business Owners
                                              • Special Care
                                              • Investment Strategies

                                              Languages:

                                              • English
                                              • Kalman Kovach

                                                Synergy Wealth Solutions

                                                Focus:

                                                • Insurance Strategies

                                                Languages:

                                                • English
                                                • Dan Marcotte

                                                  Synergy Wealth Solutions

                                                  Focus:

                                                  • Insurance Strategies

                                                  Languages:

                                                  • English
                                                  • Stephen P. McGoff

                                                    Synergy Wealth Solutions

                                                    Focus:

                                                    • Insurance Strategies
                                                    • Investment Strategies

                                                    Languages:

                                                    • English
                                                    • Matthew Merrick

                                                      Synergy Wealth Solutions

                                                      Focus:

                                                      • Insurance Strategies
                                                      • Investment Strategies

                                                      Languages:

                                                      • English
                                                      • A. Moghis Mian

                                                        MBA, RICP®, LUTCF®

                                                        Synergy Wealth Solutions

                                                        Focus:

                                                        • Insurance Strategies
                                                        • Investment Strategies

                                                        Languages:

                                                        • English
                                                        • Ted Morris

                                                          Synergy Wealth Solutions

                                                          Focus:

                                                          • Insurance Strategies
                                                          • Investment Strategies

                                                          Languages:

                                                          • English
                                                          • Sam Norton

                                                            Synergy Wealth Solutions

                                                            Focus:

                                                            • Insurance Strategies
                                                            • Retirement Strategies
                                                            • College Funding Strategies
                                                            • Business Succession Planning
                                                            • Show More

                                                            Languages:

                                                            • English
                                                            • Kyle Ortmann

                                                              Synergy Wealth Solutions

                                                              Focus:

                                                              • Insurance Strategies
                                                              • Investment Strategies

                                                              Languages:

                                                              • English
                                                              • Gregory "Greg Pettys" Pettys

                                                                CFP®, CLU®, ChFC®

                                                                Synergy Wealth Solutions

                                                                Focus:

                                                                • Insurance Strategies
                                                                • Investment Strategies

                                                                Languages:

                                                                • English
                                                              • John Ring

                                                                Synergy Wealth Solutions

                                                                Focus:

                                                                • Insurance Strategies
                                                                • Investment Strategies

                                                                Languages:

                                                                • English
                                                                • Matthew C. Robinson

                                                                  Synergy Wealth Solutions

                                                                  Focus:

                                                                  • Insurance Strategies
                                                                  • Business Owners
                                                                  • Business Succession Planning
                                                                  • Group Benefits
                                                                  • Show More

                                                                  Languages:

                                                                  • English
                                                                • Andrew Rolwes

                                                                  Synergy Wealth Solutions

                                                                  Focus:

                                                                  • Insurance Strategies

                                                                  Languages:

                                                                  • English
                                                                  • Scott Sanders

                                                                    Synergy Wealth Solutions

                                                                    Focus:

                                                                    • Insurance Strategies
                                                                    • Investment Strategies
                                                                    • Business Owners
                                                                    • Retirement Strategies
                                                                    • Show More

                                                                    Languages:

                                                                    • English
                                                                  • Ethan Savoy

                                                                    Synergy Wealth Solutions

                                                                    Focus:

                                                                    • Insurance Strategies
                                                                    • Business Owners
                                                                    • LGBTQ
                                                                    • Military
                                                                    • Show More

                                                                    Languages:

                                                                    • English
                                                                    • Caroline Schaupp

                                                                      Synergy Wealth Solutions

                                                                      Focus:

                                                                      • Insurance Strategies

                                                                      Languages:

                                                                      • English
                                                                    • Brian Schmuke

                                                                      CLU®, ChFC®

                                                                      Synergy Wealth Solutions

                                                                      Focus:

                                                                      • Insurance Strategies
                                                                      • Business Owners
                                                                      • Special Care
                                                                      • Investment Strategies

                                                                      Languages:

                                                                      • English
                                                                    • John "Nick Schneider" Schneider

                                                                      CFP®, ChFC®, CLTC®, CLU®

                                                                      Synergy Wealth Solutions

                                                                      Focus:

                                                                      • Insurance Strategies
                                                                      • Investment Strategies

                                                                      Languages:

                                                                      • English
                                                                    • Dana Scott

                                                                      Synergy Wealth Solutions

                                                                      Focus:

                                                                      • Insurance Strategies

                                                                      Languages:

                                                                      • English
                                                                      • Saz Shrestha

                                                                        CFP®

                                                                        Synergy Wealth Solutions

                                                                        Focus:

                                                                        • Insurance Strategies
                                                                        • Investment Strategies
                                                                        • LGBTQ
                                                                        • Business Owners

                                                                        Languages:

                                                                        • English
                                                                        • Timothy Smith

                                                                          Synergy Wealth Solutions

                                                                          Focus:

                                                                          • Insurance Strategies

                                                                          Languages:

                                                                          • English
                                                                          • Charlie Sottoriva

                                                                            Synergy Wealth Solutions

                                                                            Focus:

                                                                            • Retirement Strategies
                                                                            • Insurance Strategies
                                                                            • Business Owners
                                                                            • LGBTQ
                                                                            • Show More

                                                                            Languages: