Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Kathryn Pennington

APMA, CEPA®

Financial Advisor

Learn more about Kathryn Pennington Visit Kathryn Pennington's website

Mark Cheeley

MBA, BFA, CRPC, CLTC®, APMA

Private Wealth Advisor

President of Synergy Wealth Management
Learn more about Mark Cheeley Visit Mark Cheeley's website


Our team

Kristen Newberg

Kristen Newberg

Financial Planning Specialist

Daniel Marxen

Daniel Marxen

Operations Specialist

Heidi Cloutier

Heidi Cloutier

Client Service Coordinator