Houston, Texas, United States
20+ year industry veteran and NOT YOUR TYPICAL financial services entrepreneur. Sole founder of 4 branches of Synergy that all do something a little different but all have core beliefs or integrity, fairness and making purposeful decisions to positively impact the lives of others. My experience stems from training other financial planners and insurance agents, because of the value I have placed in relationship building and problem-solving my career has progressed into coaching and strategizing. I’ve learned, and truly believe, that you should never act as an island, teams will always accomplish greater feats. I’ve seen the pitfalls of being a product pusher and know that being a solutions creator, especially when you are at a crossroad in life, is much more valuable. Simply put it’s how I know I like to be treated, so all of my processes work toward that end goal. I believe I’m different because I enjoy educating my clients and my personal sense of accountability leads me to C.A.N.I.- Constant And Never-Ending Improvement. Every aspect of the Synergy companies that I have fortunate enough to be apart of exemplifies this. We consistently travel to meet with top experts in their field, we belong to associations, we maintain meticulous data, we hire staff to help communicate with you, we work side by side with other trusted advisors such as CPAs and Attorneys, and we absolutely know that being independent is the only way to act as a true fiduciary no matter the situation. I know from experience that the quality of the solution you generate is directly related to your ability to detect all the problems you hope to solve- I build teams to ask the right questions so we can find the right answers.
Philanthropic Group/organization
formerly SHG Ventures, LP