Welcome to Synergy Financial Group, an independent financial services firm located in the beautiful Northern Shenandoah Valley just outside of Winchester, VA. We proudly serve clients all across the Mid-Atlantic region, as well as other states across the United States.
With a solid understanding of finance and working as a Mortgage Professional for over 5 years, I was passionate about helping my clients attain the “American Dream” of home ownership. When the real estate and financial markets crashed in 2008-2009, it was tough seeing the negative impact this had on so many people across the country – including many of my clients. Nobody has a crystal ball, and many of the sharpest financial and economic minds in our country had no idea a collapse of that magnitude was coming.
We all heard the stories of how people's lives were changed for the worse, seemingly overnight. What I came to understand was that the majority of Americans followed the same mainstream thought processes when it came to accumulating, protecting, and distributing their wealth. Unfortunately, following this conventional thinking left so many people wide open, including myself. With my family personally feeling the negative impact of the crash in many ways…I was determined to figure out how to position myself (and my finances) so that we would never again be affected by something so far out of our control.
Since founding my company in 2009, I set out on a mission to educate myself immensely. I’m fortunate to have crossed paths with some extremely successful advisors along the way that not only took the time to mentor me, but also taught me how to challenge the status quo that seems to dominate financial planning in our country. I learned that many of the things that I thought to be true about money and wealth, were not actually true.
My passion now is to share what I’ve learned with my clients, and help them to position themselves to succeed financially in many different economical and market conditions.
Financial Advisor & Wealth Strategist
Dave Ramsey 'SmartVestor Pro'
Synergy Financial Group
6421 Wardensville Grade
Star Tannery, VA 22654
Phone: (540) 533-6414
Fax: (877) 677-1451
Or use our contact form.
"So in all things, do unto others as you would have them do unto you..." Matthew 7:12