About Us

Mike Poole is the founder of Synergy Financial Group, an independent financial services firm based in the beautiful Northern Shenandoah Valley just outside of Winchester, Virginia. He works with individuals and families throughout the Mid-Atlantic region and across the United States to help them make informed financial decisions and pursue long-term financial security.

Before founding Synergy Financial Group in 2009, Mike spent several years working as a mortgage professional, helping families achieve the dream of homeownership. During the financial crisis of 2008–2009, he witnessed firsthand the devastating impact the collapse of the housing and financial markets had on many families, including some of his own clients.

That experience became a turning point. Mike realized that many people were following the same conventional financial strategies, leaving them vulnerable when economic conditions changed.

Determined to better understand how to protect and grow wealth in different market environments, he began an intensive journey of education and mentorship with respected leaders in the financial industry.

Today, Mike’s passion is helping clients gain clarity and confidence in their financial lives through education and thoughtful financial planning. His goal is to help individuals and families make informed decisions so they can build a secure financial future and focus on what matters most in life.

Mike works alongside his wife, Marianne, who helps support the firm’s operations and client experience. Together they live in the Northern Shenandoah Valley with their three dogs