Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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Team photo for Synergy Wealth Management
Team photo for Synergy Wealth Management

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Our advisors

Advisor photo for Mark Cheeley

Mark Cheeley

MBA, CRPC, RFC®, CLTC®, APMA®, CEPA®

Private Wealth Advisor

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

Kathryn Pennington

APMA®, CEPA®

Financial Advisor

Learn more about Kathryn Pennington Visit Kathryn Pennington's website
Advisor photo for Jake Nordly

Jake Nordly

BFA

Financial Advisor

Learn more about Jake Nordly Visit Jake Nordly's website


Our team

Kristen Newberg

Kristen Newberg

Financial Planning Specialist

Daniel Marxen

Daniel Marxen

Operations Manager

Heidi Cloutier

Heidi Cloutier

Client Service Coordinator