The Team

Synergy Wealth Management
Estate planning and passing on wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We work with our clients’ attorneys and CPAs to help bring clarity and comfort by guiding our clients — and their families — through the process.Our clients typically have questions about issues like how to preserve their wealth, potential tax implications, how to equitably divide their assets among loved ones, and much more. We can help ensure they leave the legacy they want.

Our Advisors

Mark Cheeley

Mark Cheeley

Private Wealth Advisor

More about me...

Designations

MBA, BFA, RFC®, CLTC®, CFS®

Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments

Education

MBA, Cardinal Stritch University, Bachelor of Science, Finance and Minor, Economics- Minnesota State University
CA Insurance #0I11648

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Our Staff

Kathryn Pennington

Kathryn Pennington

Paraplanner

Client Service Manager