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 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

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Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Business Retirement Plans

Education

Bachelor of Science, Finance, St. Cloud State University

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Our Staff

Katie Pennington

Katie Pennington

Paraplanner

Client Service Manager
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Qualifications

  • Bachelors in Business Management
  • Licensed in MN

Roles & Responsibilities

  • Client Service Manager