The Team
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 strategies like 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.

Our Advisors

Thomas Scheck

Thomas Scheck

Financial Advisor

More about me...

Contact

Thomas.Scheck@ampf.com

952.449.6699

Top Areas of Focus

  • Family Finances
  • Retirement Planning Strategies
  • Business Retirement Plans

Education

Bachelor of Science, Finance, St. Cloud State University

VISIT MY WEBSITE

Our Staff

Katie Pennington

Katie Pennington

Paraplanner
Client Service Manager
More about me...

Contact

kathryn.e.pennington@ampf.com

952.449.6694

Qualifications

  • Bachelors in Business Management
  • Licensed in MN

Roles & Responsibilities

  • Client Service Manager