Synergy Wealth Management

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Advisors

Advisor photo for Mark Cheeley

Mark Cheeley

MBA, BFA, CRPC, RFC®, CLTC®, APMA

Private Wealth Advisor

President of Synergy Wealth Management
Visit Mark Cheeley's website
Advisor photo for Kathryn Pennington

Kathryn Pennington

APMA

Financial Advisor

Visit Kathryn Pennington's website


Team

Kristen Newberg

Kristen Newberg

Financial Planning Assistant

Daniel Marxen

Daniel Marxen

Client Service Specialist