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

Paul Rampetsreiter

Paul Rampetsreiter

Financial Advisor

More about me...

Contact

paul.j.rampetsreiter@ampf.com

952.449.6687

Designations

CRPC®, RFC®, CLTC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Investments

Education

Bachelor of Science Economics University of Minnesota Twin Cities

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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
Tom Scheck

Tom Scheck

Client Service Specialist
Paraplanner
More about me...

Contact

Thomas.Scheck@ampf.com

952.449.6699

Qualifications

  • Series 7 Licensed
  • Series 66 Licensed
Nicole Nicholson

Nicole Nicholson

Client Service Coordinator
Marketing Specialist