Synergy Wealth Solutions

Main Office

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

Get Directions

See our Licenses and Disclosures


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
                                        • Show More

                                        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:

                                                                            • English
                                                                          • Gregory D. Stein

                                                                            Synergy Wealth Solutions

                                                                            Focus:

                                                                            • Investment Strategies
                                                                            • Business Owners
                                                                            • Insurance Strategies

                                                                            Languages:

                                                                            • English
                                                                            • Drew Stevens PhD

                                                                              Synergy Wealth Solutions

                                                                              Focus:

                                                                              • Insurance Strategies
                                                                              • Business Owners
                                                                              • Retirement Income Planning
                                                                              • Retirement Strategies
                                                                              • Show More

                                                                              Languages:

                                                                              • English, Spanish