Synergy Wealth Management

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly—today and in the future.


Advisors

Mark Cheeley

Mark Cheeley

Private Wealth Advisor

Visit Mark Cheeley's website
Thomas Scheck

Thomas Scheck

Financial Advisor

Visit Thomas Scheck's website

Team

Katie Pennington

Katie Pennington

Paraplanner,

Client Service Manager

Qualifications

  • Bachelors in Business Management
  • Licensed in MN

Roles & Responsibilities

  • Client Service Manager
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Steve De Bella

Steve De Bella

Client Service Coordinator

Kristen Newberg

Kristen Newberg

Financial Planning Assistant