Synergy Wealth Management

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Mark Cheeley

Mark Cheeley

Private Wealth Advisor

President
Visit Mark Cheeley'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