Synergy Wealth Solutions was built upon the idea that the combined efforts of our dynamic team are greater than the sum of each individual part. 

We offer our clients the unique opportunity to leave a lasting legacy by providing holistic and comprehensive solutions, while offering premier products and the highest value of service. Our firm is committed to delivering excellence through our collaborative culture and innovative strategies. 

Since 1851, in partnership with MassMutual, our firm has been providing our clients with the resources to protect their future. Our team of over 150 financial professionals provides strategic financial solutions more than 62,000 clients every day. 

Trust • Integrity • Excellence • Teamwork • Service

Licenses and disclosures: https://www.synergywealthsolutions.com/licenses

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Synergy Wealth Solutions

Brian M. Roberts

Tylor McDonald

Trevor Uhls

Tony Frierdich

Tom Stimac

Thomas Greer

Scott Sanders

Sam Litzinger

Rosalyn Moore

Robert Dean

Nick Spegal

Nathan Duncan

Myla Picker

Matthew Cybulski

Mason Hill

Marc Hammer

Lee Brackett

Kristen Phillips

Kelly Zurliene

Justin N. Hennessey

Joseph Ackfeld

Joe van Dyke

Jessica Gruver

Hayden Erpenbach

Gabrielle Hall

Ethan Eitel Jd

Erin Caselman

Edward Banks-Johnson Jr.

Dakota Adams

Connor Silverstein

Colin Robertson

Christopher Thomas

Casl Christopher Campo Cfs

Charles Glover

Carmela F. Tomasselli

Butch Carson

Ashlyn Gibbs

Arman Akbarzadeh

Drew Tomek

Patrick Niemeyer

Benjamin Evers

Arianne Casaine (Ari)

Alisha Agnew

Ryan J. Drago

Fscp Luke Niemeyer

Kimberly O'Shea

Jeffery Belzeski

Carrie Bischof

Michael Vanzandt

Cfs Brian Roberts

Financial Services Roles

Recruitment Team

Leadership Team

Operations Team

Teams at Synergy Wealth Solutions

Financial Services Roles

Recruitment Team

Leadership Team

Operations Team